Consio

Step-by-step guide to building an outbound campaign in Consio — segments, dial attempts, voicemail drops, cue cards, and launching.

Creating your first outbound campaign

How to set up per-attempt voicemail drops — upload recordings, assign to campaign steps, and use the one-click drop during calls.

Voicemail drops by campaign step

How to choose and configure segments for your outbound campaigns — Shopify segments, Klaviyo segments, sync timing, and best practices.

Campaign segments: Shopify vs. Klaviyo

How to create AI-generated cue cards that give your agents the perfect opener, engagement question, and closer for each campaign.

Setting up cue cards for agents

How agents use the Consio dialer — making calls, viewing customer context, dropping voicemails, selecting dispositions, and working through campaign queues.

Using the dialer: day-to-day agent workflow

Creating and managing outbound campaigns — segments, dial attempts, voicemail drops, cue cards, and the dialer.

Campaigns

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