Help Center

Outbound

Outbound is one of the most powerful parts of Marvic Desk: AI-driven voice and SMS campaigns that reach your contacts, qualify leads automatically, and score every result. This section documents the complete workflow in detail, per the project's requirement for particular attention to Outbound.

Compliance Considerations for Outbound Calling

Key steps to help your outbound calls and texts respect opt-outs and local regulations.

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Connecting Your AI Agent and Caller ID to a Campaign

Add your Agent ID and choose which number appears as your caller ID.

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Exporting Outbound Results (CSV)

Download your campaign results as a CSV for reporting or other tools.

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Managing and Re-launching Campaigns

Track campaign progress, adjust settings, re-launch, or delete campaigns.

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Following Up on Warm Leads and Callbacks

Quickly find leads who want a callback or booking and follow up personally.

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Reading Your Campaign Results

Filter and review the outcome of every call and text your campaigns place.

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Understanding Hot Leads and Active Campaigns

Read the key numbers on your Outbound Results dashboard at a glance.

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How Marvic Desk Identifies and Scores Leads

See how every completed call is scored so you can focus on your best leads first.

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How No-Answer Calls Are Handled

Learn how retry settings decide when to try unanswered contacts again.

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How Voicemail Handling Works

Choose whether your AI hangs up or leaves a short message when it reaches voicemail.

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Understanding Call Behavior Settings

Control when and how often your campaign contacts leads with call windows, retries, and more.

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Adding a Flyer (MMS) to a Campaign

Attach a JPG, PNG, or GIF image up to 5MB to your SMS campaign.

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Writing Effective SMS Campaign Messages

Write personalized texts that stay under 160 characters to avoid split messages.

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Selecting or Building a Contact List for a Campaign

Choose the contact list your campaign will reach, or create one first.

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Writing Your Campaign's AI Opener and Prompt

Write your AI's opening line and campaign instructions, with personalized merge fields.

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What Is Outbound in Marvic Desk?

Use AI voice and SMS campaigns to reach your contacts and automatically score every lead.

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Creating an Outbound Campaign: Step by Step

Step by Step: Set up a new voice, SMS, or combined campaign from start to finish.

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Choosing a Campaign Channel: Voice, SMS, or Voice + SMS

Voice, SMS, or Voice + SMS: Understand each channel and the fields it requires.

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