Powerful Features for Outbound Teams
Everything you need to launch, manage, and optimize AI-powered customer outreach — by call and email.
AI Training Chat
Train your AI agent by having a conversation, not filling out forms. Describe your customer workflows, support processes, and goals — Phone Stack learns your communication style and adapts.
- Natural conversation-based training
- Learns your service workflows and talking points
- Refine and iterate with follow-up chats
Document Intelligence
Upload knowledge bases, policy docs, billing FAQs, and product documentation. Phone Stack extracts key information and uses it during calls to answer questions accurately.
- PDF, DOCX, and TXT support
- Automatic extraction of policies, pricing, and procedures
- AI references your docs in real-time during calls
Voice Selection
Choose from multiple natural-sounding voice options. Each voice has been fine-tuned for customer conversations — professional, warm, and engaging.
- Multiple male and female voices
- Adjustable speaking speed and tone
- Custom voice cloning on Enterprise plans
Bot Detection Handling
Configurable behavior when asked "Are you a robot?" Phone Stack can disclose, deflect, or handle the question according to your preferences and compliance requirements.
- Customizable disclosure scripts
- Natural deflection responses
- Compliance-first configuration
Live Dashboard
Watch your calls in real time. See active calls, streaming transcripts, and live metrics. Jump in to monitor any conversation.
- Real-time call status and metrics
- Live streaming transcripts
- Active call monitoring
Call Recording & Transcription
Every call is automatically recorded and transcribed. Search through transcripts, replay calls, and review exactly what was said.
- Full HD audio recording
- Accurate AI transcription
- Searchable transcript archive
AI Call Summaries
Get auto-generated summaries for every call — key topics discussed, customer sentiment, issues raised, and resolution status with follow-up actions.
- Automated call disposition
- Sentiment analysis
- Resolution tracking and follow-up actions
Customer Q&A Handling
Define custom responses to common customer questions and concerns. Train the AI with your best answers and watch it handle inquiries naturally.
- Custom question-response pairs
- Context-aware response selection
- Continuous improvement from call data
Compliance Tools
Built-in compliance workflows to keep you covered. Consent management, AI disclosure, automatic opt-out handling, and a full audit trail.
- Consent tracking and management
- AI disclosure configuration
- Automatic opt-out list and audit trail
Analytics & Reporting
Track answer rates, resolution rates, cost per contact, and performance. Identify what's working and optimize your strategy with data.
- Answer rate and connection tracking
- Resolution and outcome visualization
- Cost per contact and performance metrics
Listen Live & Barge In
Supervisors can listen to live calls in real time and barge in to take over the conversation when needed. Full visibility and control over every AI interaction.
- Real-time audio monitoring of any active call
- One-click barge-in to take over from AI
- Supervisor dashboard with live call list
Dynamic Emails & Calendar Events
Send emails and create calendar invites with any dynamic fields, personalized links, and context from the call. Confirmations, follow-ups, or documents — all automatic.
- Dynamic field interpolation (name, account, custom fields)
- Personalized links and attachments
- Calendar invites with call context included
Full API (In & Out)
Complete REST API for inbound and outbound workflow integration. Trigger calls, receive webhooks, sync data, and build any custom workflow on top of Phone Stack.
- Trigger outbound calls and campaigns via API
- Receive real-time webhooks for call events
- Sync contacts, outcomes, and recordings with any system
Smart Number Management
Calls originate from local area codes matching your customers' locations. Numbers are automatically warmed and rotated to maintain reputation and maximize answer rates.
- Automatic local area code matching
- Number warming and reputation monitoring
- Intelligent rotation to avoid spam flags
Campaign Builder
Build and manage multiple call and email campaigns with different AI profiles, customer lists, phone numbers, and schedules. Run concurrent campaigns targeting different segments.
- Multi-campaign management with call and email channels
- Schedule by day, time, and timezone
- Concurrency controls to pace your outreach
Email Campaigns
Send personalized email outreach alongside calls. AI drafts context-aware messages, tracks opens and replies, and escalates when needed.
- AI-drafted email templates
- Open, click, and reply tracking
- Automatic escalation on replies
Multi-Channel Sequencing
Build sequences that combine calls and emails. If a customer doesn't answer, follow up by email. If they don't reply, call again. AI manages the cadence automatically.
- Configurable channel priority
- Automatic escalation between channels
- Per-customer channel preference tracking
Smart Voicemail
AI leaves personalized voicemails when contacts don't answer. Dynamic fields like customer name, account details, and custom links — so every voicemail feels personal.
- Dynamic field interpolation in voicemail scripts
- Custom callback links and numbers
- Voicemail detection and automatic drop
Phone Tree Navigation
AI navigates IVR phone trees automatically, pressing through menus to reach the right person or department. No manual dialing through layers of options.
- Automatic DTMF tone navigation
- Press-0 fallback to reach a human
- 30-minute timeout with reset and re-dial
Number Type Selection
Choose between local, toll-free, or specific area code numbers for your campaigns. Match your outreach strategy with the right caller ID presence.
- Local, toll-free, and vanity number options
- Per-campaign number assignment
- Area code targeting for regional campaigns
Phone Number Warming
Numbers are automatically warmed and registered so your calls show your company name on caller ID, not "Spam Likely." Maintain trust and maximize answer rates.
- Automatic number warming before campaign launch
- CNAM registration for company name display
- Reputation monitoring and spam flag prevention