Creating outbound call forms

What Are Outbound Call Forms?

Allow website visitors to request a callback at their preferred time:

• Visitor fills out form
• Selects callback time
• AI calls them automatically
• No manual dialing needed

---

Setting Up Callback Forms

Create Callback Funnel

1. Go to “Call Funnels”
2. Click “+ Create Outbound Agent”
3. Configure funnel

Design Your Form

Form fields:

Required:

• Name
• Phone number
• Preferred callback time

Example form:

Schedule a Call With Our Team

Name: [text input]
Phone: [phone input with country selector]
Email: [email input]
Best time to call: [date/time picker]
What can we help with? [textarea]

[Schedule Call Button]

Form Appearance

Customize design:

• Match website colors
• Add avatar
• Custom button text

Embedding options:

1. Popup: Triggered by button/link
2. Inline: Embedded in page
3. Full page: Dedicated scheduling page

---

Callback Scheduling

Availability Windows

Set when AI can call:

1. Define business hours
2. Set buffer between calls (15-30 min)
3. Maximum calls per hour
4. Timezone handling

Example:

Callback Hours:
Monday-Friday: 9 AM - 7 PM EST
Saturday: 10 AM - 3 PM EST
Sunday: Closed

Buffer: 20 minutes between calls
Max: 3 calls per hour

How visitors choose times: ASAP + Scheduled

• “Call me now” option
• “Schedule for later” option
• Flexible for urgent requests

---

Callback Workflow

What Happens After Submission

Automated flow:

1. Form submitted

• Visitor sees confirmation
• Email confirmation sent
• Lead created in system

At scheduled time:

• AI initiates call
• Uses context from form
• Introduces callback purpose

During call:

• AI references form details
• Continues conversation naturally
• Qualifies and books next step

After call:

• Recording saved
• Transcript generated
• Lead updated
• Notification sent to team

---

Outbound Call Script

Opening for Callbacks

Different greeting for outbound:

"Hi [Name]! This is Michael from Acme Software. You 
requested a callback about [reason from form]. Is now 
still a good time to chat?"

If yes:
"Great! I saw you mentioned [specific detail from form]. 
 Let me share how we can help with that..."

If no:
"No problem! When would be better? I can call back at 
 a time that works for you."

Using Form Data

Personalize conversation:

Form data:
- Name: Sarah Johnson
- Company: TechStart Inc
- Message: "Interested in project management software for 
           growing team"
- Team size: 15 people

AI uses this:
"Hi Sarah! This is Michael from Acme Software. I see you're 
looking for project management software for your 15-person 
team at TechStart. I'd love to learn more about what you're 
currently using and what's not working well..."

---

Form Customization

Conditional Logic

Dynamic form fields:

Q: "What are you interested in?"
Options:
- Product Demo
- Pricing Information
- Technical Support
- Partnership Opportunities

IF "Product Demo" selected:
  Show: "What industry is your company in?"
  Show: "How many users?"

IF "Technical Support" selected:
  Show: "What product are you using?"
  Show: "Describe your issue"

Embedding the Form

Get Embed Code

1. Go to outbound funnel
2. Click “Launch” tab
3. Copy embed code

Embed Methods

Method 1: Button Trigger

<!-- Add button anywhere on page -->
<button id="schedule-call-btn">Schedule a Call</button>

<!-- Funneler popup script -->
<script>
  // Your embed code here
</script>

Method 2: Inline Form

<!-- Form embedded directly in page -->
<div id="funneler-callback-form"></div>

<script>
  // Your embed code here
</script>

Method 3: Full Page

Share direct link:
https://app.funneler.ai/callback/your-funnel-id

Use as standalone scheduling page

Trigger Options

When to show:

• On page load
• After X seconds
• On exit intent
• On scroll depth
• On button click
• On specific element click

---

Confirmation & Reminders

Confirmation Page

After form submission:

Custom thank you message:

"Thanks, Sarah! We'll call you on Thursday, Dec 12 
at 2:00 PM Eastern time.

You'll receive:
- Confirmation email now
- Reminder email 24 hours before
- Reminder SMS 1 hour before (if opted in)

Need to reschedule? Reply to the confirmation email or 
call us at (555) 123-4567.

[Add to Calendar] [Cancel/Reschedule]

Email Confirmation

Automated email sent:

Subject: “Callback scheduled for [Date/Time]”

Body:

Hi Sarah,

Your callback with Michael from Acme Software is confirmed!

📅 Date: Thursday, December 12, 2025
🕐 Time: 2:00 PM EST
📞 We'll call: (555) 555-1234

We'll call you about:
"Interested in project management software for growing team"

Add to calendar: [iCal] [Google Calendar] [Outlook]

Need to reschedule?
[Reschedule Link]

See you soon!
Acme Software Team

Reminder System

24 hours before:

Subject: "Reminder: Call tomorrow at 2:00 PM"

Hi Sarah,

Just a reminder that we'll call you tomorrow (Thursday, 
Dec 12) at 2:00 PM Eastern time.

We'll discuss: Project management software for your team

Make sure your phone is handy!
[Cancel/Reschedule]

---

Managing Callback Queue

View Scheduled Callbacks

1. Go to “Scheduled Calls”
2. See upcoming callbacks:

• Name
• Phone
• Scheduled time
• Reason
• Status

Callback Status

• Scheduled: Waiting for call time
• Calling: Currently calling
• Completed: Call finished
• No Answer: Reached voicemail
• Rescheduled: New time set
• Canceled: Visitor canceled

Manual Intervention

If needed:

• Reschedule callback
• Cancel callback
• Call now (override schedule)
• Assign to human rep
• Add notes

---

Analytics & Optimization

Track Performance

Key metrics:

Form Metrics:

• Form views
• Form starts
• Form completions
• Completion rate
• Average time to complete

Callback Metrics:

• Callbacks scheduled
• Callbacks completed
• Answer rate
• No-answer rate
• Reschedule rate
• Average call duration
• Lead conversion rate

Optimize Form

Improve completion rates:

A/B test:

• Form length (fewer fields = higher completion)
• Field labels (clear vs clever)
• Button text (“Schedule Call” vs “Request Callback”)

Best practices:

• Minimum required fields
• Clear value proposition
• Social proof (testimonials)
• Trust signals (privacy policy link)
• Mobile-friendly design

---