Test call

Prospecting agent

What you'll achieve

Confirm that the agent calls, talks and leaves the call recorded with its report.

Before you start

• Twilio, Retell, the line and the voice agents in Done.
• Agent context complete and monthly budget set.
• A test contact with your own phone, in a test list.
• Be within the cadence's time window.

Step by step

1. Create a contact with your phone and put it in a test list.
2. Open Pipelines → Prospecting and click New prospection.
3. Fill in Context and Catalog with the client's real data.
4. In Setup, leave Launch immediately and choose the language.
5. In Contacts, select only your test list.
6. Click Launch prospection.
7. Answer the call and talk with the agent.

How to verify it worked

• In the Prospections view, the campaign shows the call in Call coverage (Called, Answered).
• Your contact appears on the Prospecting board in the matching stage.
• In the lead (Open lead → Interest report) you'll find the recording (Listen to the call), the transcript and the report.

To call yourself again without launching another campaign, use AI call in the lead's quick panel.