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This guide builds an outbound agent that calls your leads, asks a few qualifying questions, and returns the answers as structured data — ready to push into your CRM or review in the dashboard.

What you’ll build

An outbound agent that:
  • Calls each lead with their details already personalized into the conversation
  • Asks your qualifying questions naturally
  • Captures the answers as structured fields after every call

Before you start

  • An agent created and a number attached
  • Your API key
  • A list of leads with the details you want to personalize (name, company, anything relevant)

Steps

1

Personalize each call with variables

Pass a lead’s details as variables when you start the call. The agent can use them in its prompt so every call feels tailored.
In the agent prompt, reference them with double curly braces:
Agent prompt (excerpt)
2

Ask your qualifying questions in the prompt

Tell the agent what to find out. Keep it conversational — the agent works the questions into a natural call.
Agent prompt (excerpt)
Set the agent’s response_length to short so replies stay crisp on a sales call. See Agents for the behaviour settings.
3

Capture the answers as structured data

Define an analysis schema so every call returns the qualifying answers as clean fields — not just a transcript. The engine fills these in after the call ends.
After each call, read the results from the call record — the structured fields sit alongside the summary and sentiment.
4

Scale to your whole list

Repeat the call request for each lead, passing that lead’s variables each time. Every call personalizes itself and returns the same structured fields, so your results line up into one clean table.

What’s next

Outbound calls

Starting calls and passing lead details through the API.

Post-call analysis

Turning each call into structured, reviewable data.