Videos / Tutorial

Outbound calling

AI Outbound Calling Lead Intake: CSV, CRM and API

AI Outbound Calling Lead Intake: CSV, CRM and API

Quick preview. Watch this Short first, then open the longer video for the full tutorial.

August 22, 2026 | 0:20

Try this workflow in your agency workspace

Connect your provider, configure a branded client workspace, and run a controlled test before client deployment.

Start my 7-day free trial

Card required. Your selected plan starts on day 7 unless canceled. Provider usage is billed separately. Check current plans and limits.

Watch this tutorial on YouTube

What this video shows

Identify where CSV uploads, CRM-fed leads and API-driven status updates fit in the outbound campaign workflow.

Implementation note

Use this walkthrough as a practical reference, then adapt provider settings, branding, pricing, and access rules to each client deployment.

Accuracy note

Validate required fields, duplicates and permission to call before importing contacts. API access and integration scope depend on the selected plan. This short clip is not a complete implementation guide.

Related full tutorial: How to Create an AI Agent for Outbound Calling

Presented by

Raj Baruah

Founder of VoiceAIWrapper, sharing implementation-focused workflows for agencies delivering branded voice AI services.

Related videos

How to Create an AI Agent for Outbound Calling

Outbound calling

How to Create an AI Agent for Outbound Calling

August 19, 2026 | 9:59

This implementation tutorial covers the handoff between the voice provider, VoiceAIWrapper, and the CRM, including controlled tests, logs, analytics, retries, calling windows, webhooks, and Smart DNC.

AI Outbound Calling: Build a White-Label Agency

Outbound calling

AI Outbound Calling: Build a White-Label Agency

July 30, 2026 | 6:02

Watch the agency workflow for branded outbound campaigns, separate client portals, recordings, transcripts, lead imports, retries, webhooks, CRM delivery, Smart Callback, analytics, and client billing.

Vapi Transcript: Share Call Logs With Clients

Vapi Transcript: Share Call Logs With Clients

September 2, 2026 | 4:21

Connect Vapi, sync agents and phone numbers, create a client workspace, control access, and show the correct client their call and chat transcripts without exposing the provider.