Nedzo now runs AI outbound calling campaigns. You pick who to call and when, and your Nedzo agent makes the calls. It can call a list right now, at a time you set, or each time something happens to a contact.
We also shipped a second big change. Your agent now sees each contact's details on every call, chat and email, so it can greet people by name and skip the questions you already have answers to.
AI outbound calling campaigns
Say you have 800 old leads in your CRM. Some of them still want to buy. But calling 800 people takes a call team, weeks of work and a lot of "sorry, bad time". So the list sits there and goes cold.
Now you build a campaign in a few minutes and Nedzo makes the calls.
Start from a template
The Campaigns page gives you three templates to start from:
- Speed to lead, to call new leads fast
- Appointment reminder, to call people before their visit
- No-answer follow-up, to call back people who missed a call
Six steps, one question each
The setup asks one thing per screen:
- Channel: voice.
- Who gets it: use the same filters you use on your contacts. A live preview shows how many contacts match, how many are on your do not call list, and some sample names. You can also copy in one of your saved views.
- When: now, at a set date and time, or when something happens.
- Set up the call: pick your Sales or Service agent.
- Guidance: tell the agent what this campaign is about.
- Review: check it and go live.
Call now, later, or when something happens
Now calls the list right away.
Scheduled calls at the date and time you pick, in the time zone you pick. It starts on your workspace time zone. Nedzo builds the list at the moment the campaign fires, so it calls the people who match at that time.
When something happens keeps the campaign live and adds people as events come in. You add a tag, a contact field changes, a date arrives (like an appointment date), or a call goes unanswered.
You never have to set rules for who Nedzo calls twice, because Nedzo works it out. A tag or field change calls a contact once. A missed call gets one follow-up per missed call. An appointment reminder fires once per appointment date, and if the contact moves the appointment, Nedzo calls about the new date too.
Guidance and the opening line
The Guidance step shows your agent's usual business context and conversation flow. Keep them, or override them for this campaign. Reset puts the default back.
The opening line is what your agent says first. Nedzo fills it in from your agent's greeting, and you can edit it for the campaign. Use the "+" menu to drop in contact details like {{first_name}}, so every call opens with the person's name.
Run it and watch it
Open a live campaign to edit any part of it without redoing the whole setup. You can pause it and resume it any time.
On the campaign list, a three dot menu on each row lets you pause, resume, edit or archive a campaign. Each row also shows that campaign's results.
Personalize AI calls with CRM data
Your agent calls a customer who has bought from you for two years and asks, "Can I get your name and email?" Your customer feels like a stranger.
Now Nedzo gives your agent every filled in detail on the contact: name, phone, email, business name and every custom attribute you track. Nedzo skips the empty fields.
This works on every call, chat and email, with or without a campaign.
What this looks like
Say you run a gym and track "membership plan" and "renewal date". A member calls in. Your AI receptionist already has their name, their plan and their renewal date. So it can greet them by name and say, "I see your annual plan renews next month. Want me to help with that?"
Nobody has to spell their name or repeat their email.
Start a free trial and launch your first campaign today.