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How to Configure Outbound Calling for Voice Agents
How to set up caller ID, country restrictions, rate limits, and auto-create opportunities for outbound voice agent calls.
Outbound calling lets your voice agent ring contacts directly — triggered by automations, the API, or from the agent detail page. The outbound config controls which number shows up as the caller ID, which countries can be dialled, how many calls can go out per hour, and whether a new opportunity gets created in your pipeline when a call connects.
Where to find it
Open the agent you want to configure at https://app.trustpager.com/auto/voice-agents and select it. The outbound config lives inside the agent detail page. Click Edit Configuration in the sidebar to open the outbound settings panel.
Caller ID number
The Default From Number is the number that appears on the recipient's phone when your agent calls. It must be a number already assigned to this voice agent as an outbound number.
Admins assign phone numbers to voice agents from the phone number details page at https://app.trustpager.com/admin/phone-numbers — click any number to open its details and set the outbound agent. Once an outbound number is assigned to the agent and your config is saved, you can also click Initiate Call from the agent detail page to place an ad-hoc outbound call directly.
Country restrictions
The Allowed Country Codes list controls which countries your agent is permitted to dial. By default this is set to Australia, United States, and Canada. If you only want calls going to Australian numbers, remove the others and keep just AU.
Calls attempted to numbers outside the allowed list are rejected before they leave TrustPager. This protects against unexpected international charges and keeps your agent focused on the markets you serve.
Rate limits
Rate limits prevent your agent from making too many calls in a short window. There are two levels:
- Per-contact rate limit — the maximum number of calls the agent can place to a single contact within a given time window. Set Max Requests and Window (hours) together. For example, 3 calls per 24 hours means TrustPager will block a fourth call to the same person until the 24-hour window resets.
- Global rate limit — the maximum total calls across all contacts within a window. Useful if you want to cap the overall outbound volume for the day, regardless of how many contacts are in a queue.
Setting either value to 0 disables that limit. If you are just getting started, a per-contact limit of 3 calls per 24 hours is a reasonable default.
Auto-create opportunities from calls
When Auto-create opportunity is turned on, TrustPager creates a new opportunity in your chosen pipeline the moment an outbound call connects. This is useful for call blitz workflows where you want every answered call to appear on your pipeline board automatically.
To configure it:
- Toggle Auto-create opportunity on.
- Select the Pipeline the opportunity should land in.
- Select the Initial Stage it should start at.
- Optionally, add one or more Default Products — these will be attached to every opportunity created from a call.
The opportunity is created after the call ends, using contact details extracted from the call transcript. If TrustPager cannot find a name or email in the transcript, the opportunity is still created with the caller's phone number as the reference.
If you already have an automation set up to create opportunities when a call ends, leave this toggle off to avoid duplicates.
Viewing outbound call history
Every outbound call appears in the Recent Outbound Calls table on the agent detail page. You can filter by date range, search by phone number or transcript content, and click through to the full call record — including the recording, transcript, sentiment score, and cost breakdown.
The full inbox view at https://app.trustpager.com/inbox/voice-agents also lists all outbound calls alongside inbound ones.
Troubleshooting
- Call blocked — country not allowed: The destination number's country code is not in your allowed list. Add it in the outbound config.
- Call blocked — rate limit reached: The contact has hit the per-contact limit. Wait for the window to reset, or increase the limit.
- No caller ID showing: The Default From Number field is empty. An admin needs to assign an outbound phone number to this agent at https://app.trustpager.com/admin/phone-numbers, then re-open the config and select it.
- Opportunity not created after call: Check that the Auto-create opportunity toggle is on and a pipeline and stage are both selected. If both are set but the opportunity is still missing, check the call transcript — very short calls (under ~10 seconds) may not produce a transcript.
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