> ## Documentation Index
> Fetch the complete documentation index at: https://help.avoca.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Outbound overview

> Plan, launch, and measure customer outreach with Avoca Outbound.

Outbound combines a contact workflow, a target audience, and a campaign schedule. Open **Products → Outbound** in [dashboard.avoca.ai](https://dashboard.avoca.ai) to get started.

<Note>
  Outbound and its individual tabs appear only when the product is enabled for your team and your role has the required access. Available audience sources and campaign options also depend on your integrations.
</Note>

Some teams also see **Happy Calls**, a rollout-specific Outbound workspace with **Calls**, **Analytics**, and **Configuration** tabs. Use it only when Avoca has enabled and configured the workflow for your team.

## Understand the building blocks

* **Workflows** define the sequence of customer contacts, delays, and follow-up paths.
* **Audience Filters** create reusable groups from synced customer and job data.
* **Campaigns** connect a workflow to an audience and determine when it runs.
* **Preferences** save campaign defaults such as service-area phone numbers.
* **Exclusions** hold phone numbers that should not receive outbound campaign contact.
* **Overview** reports campaign reach, engagement, bookings, and work still in progress.

If **Customer Notifications** appears, it is a separate integration-dependent notification workflow. It is not required for a standard Outbound campaign.

## Recommended launch order

1. Confirm that the sending phone numbers, service areas, and CRM sync are ready.
2. Create a workflow and publish it after reviewing every contact step.
3. Create a reusable audience filter, or prepare the audience source you will use in the campaign.
4. Upload and review exclusion lists before selecting the audience.
5. Create the campaign, preview the audience, configure its schedule, and review the summary.
6. Start with a controlled audience and monitor results before expanding reach.

See [Create and manage campaigns](/outbound/campaigns), [Build workflows](/outbound/workflows), and [Build audience filters](/outbound/audiences) for the individual tasks.

## Read the Overview page

Use the campaign selector to report on all campaigns or a chosen set, then apply a date range. The page can include:

* **Historical Analytics:** audience size, bookings, response rates, and channel performance
* **Workflow Node Analytics:** results for each step in the selected workflow
* **Workflow Phase Timeline:** how work progresses through the sequence
* **Current Status:** calls or texts waiting, scheduled, and completed today
* **Audience Details:** the people associated with the selected campaigns

Use the same campaign and date filters when comparing results. Different audience windows or campaign selections can make two otherwise similar reports look inconsistent.

<Warning>
  Publishing a workflow or starting a campaign can create customer-facing calls and messages. Verify consent, sending-number readiness, exclusions, business hours, and message content before launch.
</Warning>