Managing traditional call and support systems can be expensive and often limits a business's ability to engage with customers effectively at scale.

By automating customer interactions with AI, you can greatly enhance the efficiency of your sales team and improve conversion rates. Bland AI provides a flexible, cost-efficient solution to these challenges, offering an intelligent platform for creating AI-powered phone conversations.

In this tutorial, you'll discover how to use Bland AI to revolutionize your phone outreach.

You'll learn how to design conversations that adapt in real time, grasp context, and respond naturally to different situations—all without the need for complex infrastructure or high maintenance costs.

Here’s what you’ll need to get started:

• A Bland AI account
• A CSV file with customer data
• ChatGPT (for crafting prompts)

Let’s dive in!

Create a Bland AI account and prepare the CSV file

Head to bland.ai and click “Get started for free" to sign up. You will normally get 2 minutes of free credit.

You'll need a CSV file containing at least the name and phone number of the people you will contact. In our example, we will also use Company name, Current Job and the type of tech interest, if any.

The more data the better here as it will allow you to really personnalize the phone call and improve your rate of success.

Create the AI agent prompt

Use ChatGPT or Claude to generate a customized prompt for your Bland AI agent. This prompt should cover comprehensive knowledge of your business to prevent AI hallucinations.

Use the following prompt:

"Create a prompt for a Bland AI phone call agent using the following structure: Call Agent Name: (your desired agent name here)

1. Clear Goal and Routine:
Primary objective: [insert_main_call_objective]
Call flow:
• Step 1: [describe_step]
• Step 2: [describe_step]
• Step 3: [describe_step]
How to handle: [scenario_1], [scenario_2]

2. Background Information:
AI's role: [insert_ai_role]
Company/product: [briefly_describe_company_and_offering]
Typical customer: [describe_target_audience]

3. Example Dialogue:
Write a brief conversation demonstrating:
• Call introduction
• Handling objection: [insert_common_objection]
• Achieving call objective

4. Additional Instructions:
Tone: [describe_desired_tone]
Key phrases: [phrase_1], [phrase_2], [phrase_3]
Personalization: Use [specific_customer_data] to tailor the conversation

Ensure the final Bland AI prompt is strictly under 250 words, creating a natural, goal-oriented conversation."

Help me fill this prompt by asking me questions

Set up bulk calls

On the Bland AI dashboard, click Send Bulk Calls to access the batch calling page.

Configure your batch call settings:

1 - Enter your batch label

2 - Upload your CSV data file

Paste the generated prompt in the Prompt section

Choose an AI model:

Base: Best for following scripts and procedures

Enhanced: Faster and more conversational, ideal for objective-based prompts

Turbo: Fastest latency, but with limited capabilities

Set max call duration (12 minutes might be a lot here)

Select language and voice (English here)

Leave temperature and interruption threshold as default

Launch your batch calls

Click "Send Batch" in the top right corner to initiate your automated calls. You can toggle the "Test Call" option to make a single test call before starting the batch.

You should be good to go! Don't forget that Bland AI offers 2 minutes of free credit that you can play with.

Have fun :)

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