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Documentation Index

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Make an outbound phone call using one of your AI voice agents. The agent handles the conversation automatically based on its prompt and configuration.

Configuration

FieldRequiredDefaultDescription
AgentYesWhich voice agent handles the call. Only outbound voice agents are shown.
No-answer behaviorNoNoneWhat happens when the contact doesn’t pick up: None (stop), Retry (call again), or Continue (move to next step).
Voicemail behaviorNoNoneWhat happens when the call goes to voicemail: None, Retry, or Continue.
Max follow-upsNo0How many times to retry on no-answer or voicemail. Up to 15 attempts.
Follow-up delayNoWait time between retries. Set a number and unit (hours or days).
Calling daysNoAll daysRestrict calls to specific days of the week (Mon–Sun).
Calling hoursNoAll hoursTime window for calls, e.g., 9 AM – 8 PM. Uses the contact’s timezone.

How follow-ups work

When a call results in no-answer or voicemail, the configured behavior determines what happens next:
  • None — The workflow stops at this step. No retry, no next step.
  • Retry — The workflow schedules another call after the follow-up delay. This repeats up to the max follow-ups limit.
  • Continue — The workflow skips the retry and moves to the next action in the flow.
Follow-ups respect calling days and hours. If a retry is scheduled outside the calling window, it’s deferred to the next available time.

Output

After the call completes, the following data is available to subsequent steps:
FieldDescription
callIdThe call’s unique ID
statusCall status
callDispositionThe disposition category assigned by call analysis (e.g., Interested, Appointment Booked, Not Interested)
successEvaluationThe success evaluation result — pass or fail
dataExtractedAll extraction fields configured on the agent (e.g., budget, timeline)
recordingUrlURL to the call recording
successEvaluation and dataExtracted require the corresponding features to be enabled on the agent’s Settings > Conversation Analysis tab. callDisposition replaces the previous “Call Outcome” output field.

Examples

Outreach with follow-up:
  1. Action: Voice call with sales agent
    • No-answer: Retry after 4 hours
    • Voicemail: Continue to next step
    • Max follow-ups: 3
    • Calling hours: 9 AM – 6 PM
    • Calling days: Mon–Fri
  2. Action: Send SMS — “Hi {{firstName}}, I tried to reach you. Let me know a good time to chat.”
Branch on success evaluation:
  1. Action: Voice call with qualification agent
  2. Action: Condition — Check successEvaluation
    • Path: pass → Send follow-up email with next steps
    • Path: fail → Add “needs-review” tag to contact

Timeout

Voice calls have a 5-minute timeout by default. If the call hasn’t connected within that time, it’s marked as failed.