> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closethecall.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Proactive Outbound Calls

> Let your AI automatically follow up with leads, chase quotes, and check in after appointments.

## What Proactive Outbound Is

Proactive outbound lets your AI receptionist make follow-up calls automatically — without you lifting a finger. Your AI calls leads and customers at the right time based on rules you set.

<CardGroup cols={3}>
  <Card title="Lead Follow-Up" icon="user-clock">
    Automatically call back leads who enquired but did not book.
  </Card>

  <Card title="Quote Follow-Up" icon="file-invoice">
    Chase up customers who received a quote but have not responded.
  </Card>

  <Card title="Satisfaction Check" icon="face-smile">
    Call customers after an appointment to check they are happy.
  </Card>
</CardGroup>

## How to Enable It

<Steps>
  <Step title="Go to Automations">
    Click **Automations** in the left sidebar.
  </Step>

  <Step title="Find Proactive Outbound">
    Look for the **Proactive Outbound** card.
  </Step>

  <Step title="Toggle it on">
    Switch the toggle to enabled.
  </Step>

  <Step title="Configure your rules">
    Set the timing for each follow-up type:

    * **Lead follow-up** — call after N days if no booking made (default: 2 days)
    * **Quote follow-up** — call after N days if no response to quote (default: 3 days)
    * **Satisfaction check** — call N days after a completed appointment (default: 1 day)
  </Step>

  <Step title="Save">
    Click **Save**. Your AI will start making follow-up calls based on your rules.
  </Step>
</Steps>

## Safety Guardrails

Proactive outbound has built-in limits to protect your reputation and your plan minutes:

| Rule                  | Limit                                                       |
| --------------------- | ----------------------------------------------------------- |
| Maximum calls per day | **5 per contact** across all automation types               |
| Calling hours         | **Business hours only** — never early morning or late night |
| Minutes used          | Counts toward your **included plan minutes**                |
| Duplicate prevention  | A contact will not be called for the same reason twice      |

<Warning>
  Outbound calls use your included plan minutes. If you are close to your limit, disable proactive outbound or increase your plan to avoid overages.
</Warning>

## What the AI Says

Your AI uses the context of why it is calling:

* **Lead follow-up**: "Hi, I'm calling from \[Business Name]. You enquired about \[service] recently and I wanted to check if you'd like to go ahead and book."
* **Quote follow-up**: "Hi, I'm calling from \[Business Name]. We sent you a quote for \[service] and I wanted to see if you had any questions."
* **Satisfaction check**: "Hi, I'm calling from \[Business Name]. You had an appointment with us recently and I just wanted to check everything went well."

The AI then has a natural conversation, can answer questions, and book follow-up appointments if needed.

<Tip>
  Satisfaction check calls are a great way to get Google reviews. If the customer says they are happy, the AI can ask them to leave a review.
</Tip>

## Viewing Results

All outbound calls appear in your **Call History** with an "Outbound" label. You can see:

* Which automation triggered the call
* Whether the customer answered
* The call transcript and outcome
* Any appointments or leads created from the follow-up

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