---
title: Creating outbound call forms
description: "### 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…"
url: "https://funneler.ai/guide/creating-outbound-call-forms/"
updated: "2025-12-18"
category: Call Agent Funnels
---

# 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

---