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Creating an outbound task
Build, review, approve, and schedule one specific outbound call.
Last reviewed 2026-08-22
Describe the call
- 1. Open Tasks, then New task.
- 2. Enter the recipient name and full phone number with country code, such as +1 720 555 0123.
- 3. Choose the objective and recipient timezone.
- 4. Write the public purpose disclosure and questions.
- 5. Set allowed options, boundaries, attempts, and expiration.
- 6. Confirm the suggested recipient timezone and local calling window; daylight-saving changes use that confirmed timezone.
- 7. Review retry spacing, voicemail, and any hold timeout. Voicemail defaults to no message.
- 8. Optionally add one task-specific fact and identify sensitive actions that need live approval.
Build and approve the exact plan
Building a call plan doesn't place a call. LineSquire calls only after you approve the plan and the required checks pass.
- 1. Select Build plan.
- 2. Review the full call plan and any safety notes.
- 3. Approve that exact call-plan version.
- 4. Queue it now or choose an allowed schedule.