**Call an entire group in one action.** Instead of scheduling contacts one by one, select a saved group, assign an agent, and let the system process every member automatically while showing you live progress.
—
## 📦 Overview
The Outbound Caller lets you schedule callbacks or start immediate outbound calls for an entire contact group — not just a single contact.
With group scheduling, you can:
– 👥 Select a saved contact group instead of a single contact
– 🤖 Assign one outbound call agent to the whole group
– 📅 Schedule callbacks for the full group at once
– ⚡ Start group calls immediately with live progress feedback
– 📋 Track both contacts and groups in the same scheduled list
—
## ✅ Before You Start
Make sure you have the following ready:
| Requirement | Where to set it up |
|—|—|
| 🤖 At least one active outbound call agent | Call Funnels → create a funnel with type **Outbound** |
| 👥 At least one saved contact group | Contacts and Leads → Groups tab |
| 📱 Contacts with valid phone numbers | Contacts and Leads → All Leads |
⚠️ If a contact inside the group does not have a phone number, that contact will be **skipped automatically** during scheduling or calling.
—
## 🔍 Where To Find It
Open the **Outbound Caller** page from the left sidebar.
At the top of the page, find the section **Select a contact or group**. It includes two mode options:
| Mode | What it does |
|—|—|
| 👤 Contact | Call a single contact |
| 👥 Group | Call all contacts in a saved group |
—
## 🚀 How Group Scheduling Works
### Step 1: Choose Group mode
In the Outbound Caller, select **Group**.
This replaces the single-contact picker with a group selector that loads your existing contact groups. Each entry in the dropdown shows:
– Group name
– Number of contacts inside the group
—
### Step 2: Select an Outbound Agent
After choosing a group, select the outbound call agent that should handle the calls.
ℹ️ Only **active outbound agents** appear in this list. If the list is empty, go to Call Funnels and create an outbound agent first.
—
### Step 3: Add the Group to the List
Click **Add to List**.
The group will appear in the **Scheduled Contacts** section below. This section supports both individual contacts and groups in the same table.
—
### Step 4: Review the Group Row
The **Contact or Group** column shows:
“`
Warm Leads – March
24 contacts
“`
The group name appears on the first line with the contact count below it so you always know which group and how many members will be processed.
—
## 📅 Schedule a Group Callback
1. Add the group to the Outbound Caller list.
2. Click **Schedule** on that row.
3. Choose the date and time.
4. Click **Schedule Call**.
> ✅ The system will process the contacts in that group one by one at the scheduled time.
—
## ⚡ Start Group Calls Immediately
1. Add the group to the Outbound Caller list.
2. Click **Call Now** on that row.
3. Review the confirmation modal.
4. Click **Start Calls**.
The outbound agent begins dialing valid contacts in the group one at a time.
—
## 📊 Live Progress Modal
When you schedule or start calls for a group, a progress modal opens and stays visible while the system works through each member.
⚠️ **Keep this modal open until processing finishes.** Closing or refreshing the page mid-run may interrupt remaining calls.
### What the modal shows
| Indicator | Description |
|—|—|
| ▓▓▓░░ Progress bar | Visual completion percentage |
| 🔢 Processed | How many contacts have been handled so far |
| ✅ Success | Successfully scheduled or called |
| ❌ Failed | Could not be processed |
| ⏭ Skipped | No phone number available |
| 👤 Current | The contact being processed right now |
| 📋 Summary | Final result breakdown when done |
### Example final summary
“`
✅ 18 callbacks scheduled successfully
❌ 2 failed
⏭ 1 skipped (no phone number)
“`
### While the modal is open
– 🔒 The modal cannot be closed while the group is being processed
– 🔄 Refreshing the page may interrupt remaining calls or schedules
– ⚠️ A browser warning appears if you try to leave mid-run
—
## ⏭ What Gets Skipped
Some contacts are skipped automatically without stopping the rest of the run.
Common reasons:
– 📵 No phone number saved on the contact
– ❌ Empty or invalid phone field
🟢 Skipped contacts are counted in the final modal summary so you have full visibility into the totals.
—
## 🛡 Duplicate Protection
The Outbound Caller prevents duplicate pending entries for the same group + agent combination.
⛔ If the same group is already pending with the same agent, the system will warn you instead of adding a duplicate row.
—
## 📋 Status in the Scheduled Contacts Table
| Status | Meaning |
|—|—|
| ⏳ Not started | Group added but no action has run yet |
| 📅 Scheduled | A future callback time has been assigned |
| ✅ Complete | The call-now action has already been started |
The **#Calls** column increases based on how many contacts were successfully processed.
—
## 💡 Best Practices
**📱 Keep phone numbers clean**
Review your group before scheduling to make sure all contacts have valid phone numbers. Contacts without a number are skipped automatically.
**🏷 Use clear group names**
Names like `Warm Leads – March` or `Trial Signups – Week 2` make entries easy to identify in the scheduled list.
**🧪 Test with a small group first**
For new agents or new contact lists, run a small group first to confirm calls are completing before processing larger batches.
**🖥 Stay on the progress modal**
Keep the modal open until the run finishes, especially for large groups, to catch failures and skips in real time.
**🔢 Check final totals**
If the success count looks lower than the group size, check failed and skipped counts in the final summary.
—
## 🔧 Troubleshooting
### ❓ I do not see any groups in the selector
🟡 Check that you have already created groups in **Contacts and Leads → Groups tab**. The selector only shows groups that exist.
### ❓ My group will not add to the list
🟡 Make sure:
– The group contains at least one contact with a phone number
– You have selected an outbound call agent
### ❓ The group shows skipped contacts
🟡 Some members in that group do not have usable phone numbers. Open the group in **Contacts and Leads**, update the missing numbers, and try again.
### ❓ I cannot close the progress modal
🟢 This is expected. The modal stays open intentionally while a group run is active to prevent accidental interruptions and duplicate submissions.
### ❓ The final total is lower than my group size
🟡 This usually means one or more contacts were skipped (no phone number) or marked as failed during processing. Check the final modal summary for exact counts.
—
## 🗂 Summary
The group scheduler makes it easy to run one outbound agent across an entire contact group, with live progress tracking, automatic skipping of invalid contacts, and a clear final summary.
It uses the same outbound workflow as individual contacts but adds group selection, batch processing, and real-time progress visibility so the experience is safe and transparent while the system works through multiple recipients.
—
