Outbound Calls

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Setting Up Outbound Campaigns

Once you have created a Pearl, you can use it to run outbound campaigns. Outbound settings are configured inside your Pearl, under Outbound Settings, so your Pearl calls your leads following the conversational flow you defined.

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Attach a Phone Number

To place calls, your Pearl needs a phone number. Numbers are purchased and connected from Settings → Phone Numbers, not from the Outbound Settings screen. Start by clicking your profile card at the bottom-left corner of the sidebar, then open Settings. Then select the Phone Numbers tab. From here you can purchase, connect, and manage all your numbers. You have three ways to get a number for your Pearl:

Once you have a number, attach it to your Pearl: open the Pearl’s Settings panel and pick the number from the Phone Number dropdown. You can change it later from the same place.

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Outbound Settings

Configure your campaign from the Outbound Settings tab of your Pearl, in the PearlVibe flow editor. The tab groups the settings below into Campaign Settings (how calls are scheduled, managed, and recorded) and Lead Settings.

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Budget

Set an optional spending cap for the campaign, in dollars. Once the budget is reached, Pearl stops making calls for that campaign. You can increase it at any time as long as you have enough credit on your account.

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Recording Options

Choose whether and how calls are recorded. Recorded calls are available afterwards from your call logs.

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Recording After Transfer Call

If enabled, recording continues after the call is transferred to a human agent or external number, so you capture the full conversation.

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Transcript Options

Choose what is kept from the call transcript. Transcripts appear in your call logs alongside the recording.

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Default Timezone

Set the timezone for the campaign so that calling hours and scheduling are applied at the right local time.

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Retry Call Attempts

Define how many times Pearl retries a lead when the initial call fails (default 3). You can choose up to 11 attempts, depending on your account. You then choose the minimum interval between retries (default every 6 hours).

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Call Ambience

A subtle background environment (office, call center, outdoor…) played during the live conversation to make the call sound more natural and human. Defaults to None. Pick an ambience from the dropdown, then fine-tune its volume (0–100) with the slider. A preview plays automatically so you can hear the result before saving.

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Ring Duration

Define how long Pearl lets the phone ring before ending the call. You can choose between 10 and 50 seconds (default 20). If the lead doesn’t answer within this time, the call is marked as No Answer. Shorter durations save time, longer ones increase answer rates.

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Call Duration Limit

Set the maximum length of a call, between 1 and 120 minutes (default 30). If the conversation goes beyond this limit, the call is automatically disconnected.

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Voicemail Drop

When Pearl reaches voicemail, she can leave a personalized message (optional, up to 500 characters) using variables like the lead’s first name, for a more human interaction even when the lead doesn’t pick up.

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IVR Bypass

Provide instructions (up to 500 characters, variables supported) so Pearl can navigate external phone menus (IVR) using DTMF tones and reach the right person or destination automatically.

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Calling Hours

Define the working hours during which Pearl is allowed to place calls. By default, calls run Monday to Friday, 08:00–18:00. Calling hours respect each lead’s timezone, so everyone is contacted at an appropriate local time.

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Webhooks

Send call and lead events to an external endpoint, useful for tracking performance and keeping your CRM in sync.

• Call Webhook: fires at key points in the call lifecycle (when the call starts and ends), sending an object similar to the Get Calls endpoint with details like duration, outcome, and any data collected during the call.
• Lead Webhook: fires whenever a lead changes status (at the start and end of the call), sending an object similar to the Get Leads endpoint with the lead’s full information and current status. Use it to update your CRM in real time.

Each webhook supports:

• Version: V1 or V2 (default V2).
• Credentials: optional authentication token attached to the requests so your endpoint can verify they come from NLPearl.

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Project-Level Settings

A few settings live at the Project level rather than in the campaign settings screen. Open them from the settings popover on your Pearl.

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Agents

Sets how many simultaneous agents run this campaign, i.e. how many calls can be placed at the same time, capped by your account’s agent quota. A higher number allows faster outreach.

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Call Retention

Applies to all calls. Set how long calls are kept (a number of days, or leave empty to keep them indefinitely), then choose what is removed when they expire: delete all call data, or granularly the Recording, Transcript, Summary, or collected Variables.

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Lead Retention

Outbound only. Set how long leads are kept before they are automatically deleted (a number of days, or leave empty to keep them indefinitely). This removes the entire lead.

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Managing Leads

Open the Leads tab in your campaign to add, view, and manage the people Pearl will call. Leads are shown in a searchable, paginated table with default columns Created, Phone Number, Time Zone, Reference ID, and Status, plus one column per variable used in your Pearl.

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Adding Leads

Click Add Lead, then choose how you want to add them.

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Customizing the View

Use Customize Column to show or hide any column, including the per-variable columns (by default, only the last 3 variables are shown). Up to 50 columns can be visible at once, and your selection is saved locally in your browser.

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Exporting Leads

Click Download CSV to export your leads together with their current statuses. The export respects the filters currently applied to the table.

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Refreshing and Deleting

Select one or more leads (or select all across the current filter), then:

• Refresh: resets the leads to New so they re-enter the calling queue — handy to re-contact already-processed leads (Completed, Unsuccessful, etc.).
• Delete: permanently removes the selected leads, after a confirmation.

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Outside Calling Hours

When a lead’s local time falls outside your campaign’s calling hours, a moon icon appears on its Time Zone column — the lead is “sleeping” and won’t be called until its window opens. Hover the icon to see the lead’s local time and UTC offset.

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Lead Details

Click a lead to open its details panel. Use the arrows or ↑/↓ keys to move between leads. The header shows the lead’s name (or phone number), its Lead ID (copyable), and its status. Status — change the lead’s status from the editable dropdown; the change is applied instantly. This simply updates the lead’s status label — for example, set it back to New to re-contact the lead. Lead information — Timezone, Reference ID, Phone Number, and every Pearl variable are editable inline, and each change is saved immediately. The panel separates two groups:

• Lead data: values you provided up front (imported or entered variables).
• Lead Collected Info: values Pearl gathered during the conversation.

Calls — the right column lists the lead’s calls with their time and status; click one to open its Post Call view.