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The Call Scheduler lets you automatically enroll new contacts into outbound outreach with a specific agent. Instead of scheduling calls contact by contact, you define which contacts should be called and when telli should create the run.

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Before you start

Before you create a scheduler, make sure:
  • the agent you want to use has Auto Dialer enabled
  • your contacts already contain the fields you want to filter on
  • you understand the agent’s dialing rules and dialer windows
A call scheduler does not place calls by itself. It creates new runs for matching contacts, and the Auto Dialer handles the actual calling.

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What a call scheduler does

Each call scheduler has four parts:
  • Agent - the agent that will handle the calls
  • Trigger - when telli should evaluate a contact
  • Filters - which contacts qualify
  • Delay - whether telli should create the run immediately or after a waiting period
When a contact matches, telli creates a run for that contact automatically. You can then track it from the scheduler’s Runs tab and from the contact record itself.

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Create a call scheduler

  1. Open Call Schedulers in the app.
  2. Click New Call Scheduler.
  3. Choose the agent that should handle matching contacts.
  4. Choose the trigger.
  5. Add filters if you only want to target a subset of contacts.
  6. Choose whether telli should call as soon as possible or wait before creating the run.
  7. Optional: enable Enroll existing contacts if you want telli to run a one-time backfill for contacts that already exist and match the scheduler.
  8. Review the configuration and save.

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Trigger

Right now, the trigger is New contact, which evaluates a contact when it is first added to telli.

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Filters

Filters let you decide which contacts should be enrolled. You can combine conditions with AND and OR logic. You can filter by:
  • system fields such as first name, last name, phone number, email, external ID, external URL, salutation, and timezone
  • your custom contact properties
If you leave the filter empty, telli treats the scheduler as applying to every new contact.

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Delay

You can either call as soon as possible or wait a number of seconds, minutes, hours, or days before telli creates the run.
The configured delay is best effort. telli still respects the agent’s dialer windows, so a delayed call may move to the next allowed calling time.

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Enroll existing contacts

When creating a call scheduler with the New contact trigger, you can also enable Enroll existing contacts. This runs a one-time backfill for contacts that already exist and currently match the scheduler filters. Contacts that have already had a call loop are skipped.

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How enrollment works

When a new contact is added, telli checks all active call schedulers for your account. For a contact to be enrolled, all of the following must be true:
  • the scheduler is active
  • the contact matches the scheduler filters
  • the assigned agent still exists
  • the contact has not already entered a call loop before
If more than one call scheduler matches the same contact, telli uses the oldest matching active scheduler.

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Supported contact sources

Call schedulers currently evaluate contacts created: Contacts created from inbound calls are not enrolled through a call scheduler.

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Runs

Open a call scheduler to see the Runs tab. This view shows the contacts that were enrolled through that scheduler. For each run, you can see when it was created or is scheduled next, the contact’s name, the contact’s phone number, and a direct link to the contact record. You can also use the search field to find enrolled contacts by name or phone number.

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Pause, resume, and delete

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Pause

Pausing a call scheduler stops future enrollment. Existing runs continue normally.

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Resume

Resuming starts evaluating future matching contacts again. If the assigned agent has been deleted, the scheduler cannot be resumed.

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Delete

Deleting a call scheduler removes it from your list, but existing runs continue. No new contacts will be enrolled from it.

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Important limitations

There are a few things to keep in mind:
  • existing contacts are only backfilled if you enable Enroll existing contacts during creation
  • editing a scheduler only affects future contacts
  • the assigned agent cannot be changed after creation
  • contacts are not re-enrolled once they have already had a call loop
  • if multiple schedulers match the same contact, telli does not create parallel runs

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Best practices

Some practical habits help a lot here:
  • create clear contact properties before you build your filters
  • give each scheduler a descriptive name
  • keep filters mutually exclusive when possible
  • verify the assigned agent’s Auto Dialer settings before turning the scheduler on