Outbound

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Setting Up Outbound Campaigns

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

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Connect a Channel

Unlike a voice campaign, an outbound text campaign isn’t tied to a phone number, it’s connected to a messaging channel. Once your Pearl is published, open its overview page and connect the channel your campaign will use. NLPearl supports channels such as WhatsApp, Telegram, SMS, and Glassix. Follow the dedicated guides to set one up:

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Outbound Settings

Configure your campaign from the Outbound Settings tab of your Pearl, in the PearlVibe flow editor.

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Budget

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

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Transcript Options

Choose what is kept from the conversation transcript. Transcripts appear in your conversation logs.

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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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Message Limit

The maximum number of messages Pearl sends before automatically handing the conversation off to a human. You can set between 5 and 1000 messages (default 100).

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Auto-close After Inactivity

How long a conversation can stay inactive before Pearl closes the chat and triggers the post-chat summary. You can set between 1 and 72 hours (default 24 hours).

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Inactivity Follow-up

When enabled (on/off), Pearl sends follow-up messages when the lead stops replying after Pearl’s last message, to re-engage the conversation.

• Up to 3 follow-ups: each one is a delay plus an optional message.
• Minimum delay: at least 30 minutes between follow-ups for outbound.
• Default: a single follow-up sent after 60 minutes.

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Calling Hours

Define the hours during which Pearl is allowed to send outbound messages. By default, messages go out 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 conversation and lead events to an external endpoint, useful for tracking performance and keeping your CRM in sync.

• Chat Webhook: fires at key points in the conversation lifecycle (when the chat starts and ends), sending details like the outcome and any data collected during the conversation.
• Lead Webhook: fires whenever a lead changes status (at the start and end of the conversation), sending 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 conversations can be handled at the same time, capped by your account’s agent quota. A higher number allows faster outreach.

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Retention

Applies to all conversations. Set how long conversations are kept (a number of days, or leave empty to keep them indefinitely), then choose what is removed when they expire: delete all conversation data, or granularly the 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 contact. 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 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 contacted 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 contact identifier), 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 (e.g. Chat Successful, Chat Unsuccessful, New) — for example, set it back to New to re-contact the lead. Lead information — Timezone, Reference ID, contact identifier, 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.

Chats — the right column lists the lead’s conversations with their time and status; click one to open its Post-Chat view.