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How do Call Settings work in Call Automator?

Before approving your call in Call Automator, you'll see a Call Settings section at the bottom of the setup page. These settings control the timing, voicemail behavior, retry attempts, callback window, and recording for your specific call.


When should we make this call?

  • Call Now - to place the call as soon as you approve the script.

  • Schedule for Later - to pick a specific date and time. If you schedule for later, the call will enter a waiting state and go out automatically at the time you set. When scheduling for later, you must pick a time at least 15 minutes in the future.

Note: Depending on server load, your call might go out up to 3 minutes early or 3 minutes late. After this point, the call attempt will be marked as missed and require your approval to proceed/reschedule.


If no one answers, what should we do?

  • Leave Voicemail - the AI will leave the voicemail script that was generated alongside your call script. You can preview and play the voicemail before approving. Only one voicemail will be left if the recipient does not answer the first call attempt.

  • Hang Up - the AI ends the call without leaving a message.


Retry settings

If the first attempt fails (no answer, busy, etc.), you can have Call Automator try again automatically. Choose between 0, 1, 2, or 3 retries. Each retry is spaced out by the retry interval you set - between 5 and 90 minutes apart.

If you set retries to 0, only one attempt will be made.

If the person you are calling answers and specifies a better time to call them back (ex: 'Call me back in an hour') your AI assistant will follow that request over your retry interval. You can cancel, edit, or skip any request right from your Call Automator dashboard.


Callback Window

If Call Automator exhausts all attempts without reaching anyone, the Callback Window keeps your line open so the recipient can call back on their own. Your AI assistant will answer that incoming call on your behalf using the context from your original request.

You can choose to keep the window open for 1 day, 3 days (default), or 5 days - or set it to Disabled if you don't want callbacks handled.

The Callback Window is only available when calling from a Custom Phone Number. If you're using your personal verified number, callbacks go directly to your phone - not to your AI assistant - so this setting will be grayed out.


Call Recording & Listen Live

When enabled, your call will be recorded and you'll be able to listen live as it happens from the call view page. This setting defaults to your Settings > Tools defaults, but you can override for any specific Call Automator task.

Important: It is your responsibility to ensure recording is legal in your jurisdiction before enabling this feature. Laws on call recording vary by state. You should consult legal counsel regarding any questions about legal or regulatory compliance.

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