How to run your first auto-call: purpose, list, test and results
Sado AI team · · 4 min read
In short
For your first auto-call, pick a simple purpose: a short check-in with your customers, an order confirmation or an appointment reminder. Keep only your customers or people who agreed to calls on the list; 50–150 people is enough. First run a 3–5 row test with your own and colleagues’ numbers. Then start during working hours with a daily limit, listen to the first 10–15 recordings and fix the brief. At the end, download the results to Excel and call unhappy or interested customers the same day.
What purpose to pick the first time
Don’t expect sales from your first auto-call. Its job is to show how the operator, the list and your team work together. So pick a low-risk purpose:
- A short check-in with last month’s buyers: is everything all right?
- Confirming tomorrow’s orders or appointments.
- Calling back people whose request nobody has called yet.
- Don’t start with a sales call to an old database: it’s the hardest kind, so leave it for your second or third.
Step by step in the portal
Say Sardor Texnika, a home appliance shop, calls 120 customers who bought a washing machine or fridge last month:
- An Excel file with phone and name columns. Remove duplicates and anyone who asked not to be called.
- Test on yourself first: a 3–5 row file with your number and your colleagues’. Run the same auto-call and hear the call with your own ears.
- In the Auto-calls section, create a new auto-call. “Who do we call?”: upload the file; the portal shows how many numbers were accepted and asks who these people are.
- “What is it about?”: pick “Survey”. Put 2–3 questions in the brief, and what to do if a customer is unhappy: “A manager will call today”.
- “When?”: working hours only. Under “More”, set a daily limit, say 50, and two attempts.
- The portal shows how many people will be called and the approximate cost. If it’s all right, press Start.
A sample call
Sado: Assalomu alaykum, this is Malika from Sardor Texnika. Aziz aka, you bought a washing machine from us last week. Do you have a minute?
Caller: Yes, go ahead.
Sado: Was it delivered on time and installed?
Caller: Delivered, but water is leaking from the hose.
Sado: I’m sorry, that shouldn’t happen. I’ll note it now, and our technician will call you himself today. What time suits you?
Caller: After five in the evening.
Sado: Fine, they’ll call after five. Thank you, Aziz aka, have a good day!
In the portal, this call shows with a short summary and next step: “hose leaking; technician to call after 17:00”.
What to listen for on day one
- Listen to the first 10–15 recordings in full.
- Does the operator say who it is and why it’s calling in the first sentence?
- When a customer says “I can’t talk now”, does it ask for a good time and call back then?
- Are unhappy customers marked separately, and is it clear who will call them?
- If something goes wrong, stop the auto-call with one button, fix the brief and start again.
Results and cost
The auto-call page shows each person’s status, attempts, outcome, short summary and next step. The Excel download puts it all in one file. Have a person call unhappy and interested customers the same day.
You pay only for talked minutes: 800 so‘m a minute, and numbers that don’t answer cost nothing. For example, if 80 of 120 people answer and talk for 1.5 minutes on average: 120 minutes × 800 = 96,000 so‘m. More: AI outbound calls and pricing. Preparing the file: calling a list from Excel. Try it live or call 78 778 01 23.
Questions
How many people should the first list have?
50–150 is enough: you’ll see results in a day or two and can fix a mistake before it reaches many people. One auto-call holds up to 10,000 people, but your first doesn’t need that.
What if a customer says “don’t call me”?
The operator apologises and says goodbye, and that number isn’t called again.
Can we stop an auto-call halfway?
Yes, with one button. Calls go out only in the hours you chose, and when the daily limit is reached, the auto-call continues the next day.