Everything you need to set up your AI voice agents and launch your first outbound campaign.
EnergeX AI is an AI-powered voice agent platform that automates outbound phone call campaigns. Your AI agents can qualify leads, book meetings, handle objections, and transfer calls to human representatives — all running 24/7.
This guide walks you through everything you need to get started: from creating your account to launching your first campaign and analyzing results.
Getting started takes less than a minute. Each account belongs to an organization, which keeps your campaigns, leads, and agents separate from other teams.
Go to crm.energexai.com/signup and fill in your name, email, and password.
You'll either create a new organization or be invited to join an existing one. Organizations are the top-level container for all your data.
Once registered, log in at crm.energexai.com to access the platform.
The dashboard is your command center. Here's what you'll find in each area:
Create and manage your outbound call campaigns. Each campaign targets a specific list of leads with a configured AI agent.
Import, view, and manage your contact lists. Leads are the people your AI agents will call.
Configure your AI voice agents — their scripts, voice, transfer rules, and voicemail behavior.
Review call outcomes, listen to recordings, read transcripts, and track AI-generated analysis for each conversation.
Manage organization settings, user roles, business hours, and analysis field configurations.
Roles: Admin users can manage all settings, users, and agents. User accounts can create campaigns and view their own data, but cannot modify organization-level settings.
Before launching a campaign, you need leads to call. There are two ways to add them:
Prepare a CSV file with columns for name, phone number, and any custom fields. Go to Leads and click Import CSV. Map your columns and confirm the import.
For smaller lists, click Add Lead and fill in the details one at a time.
Phone format tip: Numbers are validated automatically. Use standard US format (e.g. +1 (555) 123-4567). The platform accepts most common formats and normalizes them.
A campaign is a batch of calls targeting a set of leads with a specific AI agent.
From the Campaigns page, click the create button to start configuring your campaign.
Give it a descriptive name so you can easily identify it later (e.g. "Q1 Solar Lead Outreach").
Choose which leads to include from your imported contacts. You can filter by tags or select specific lists.
Pick the AI agent that will handle calls for this campaign. Each campaign uses one agent configuration.
Agents are the AI voice personas that make your calls. Fine-tune them for your use case:
Write the instructions your agent follows during calls. Include the goal, talking points, objection handling, and qualification criteria.
Choose from available voice options to match your brand tone — professional, friendly, authoritative, etc.
Set the opening line your agent says when someone picks up. A strong first sentence increases engagement.
Configure when and where to transfer calls to a human rep. Set trigger conditions (e.g. "interested lead") and the destination number.
Choose whether to leave a voicemail when calls go unanswered, and customize the message.
Business hours control when your campaigns are allowed to make calls. This ensures you're reaching people at appropriate times.
Go to Settings and select your organization's timezone. All scheduling is based on this.
Set start and end times for each day of the week. You can enable or disable individual days (e.g. no calls on weekends).
Business hours apply to all campaigns in your organization. Calls queued outside these hours will wait until the next available window.
Once your campaign is configured with leads and an agent, you're ready to go live.
Click Start on your campaign. Calls will begin dialing according to your business hours.
Watch call statuses update live on the campaign page. You'll see calls move through queued, dialing, in progress, and final statuses.
You can Pause a campaign to temporarily halt new calls, or Stop it entirely. Active calls in progress will finish naturally.
After calls run, review detailed outcomes for every conversation.
| Status | Description |
|---|---|
Queued | Call is scheduled and waiting to be dialed |
Dialing | The system is actively placing the call |
In Progress | Call is connected and the AI agent is speaking |
Completed | Call finished successfully with a conversation |
No Answer | The recipient did not pick up |
Busy | The line was busy |
Failed | Call could not be placed (invalid number, network error) |
Voicemail | Call went to voicemail; a message may have been left |
Transferred | Call was transferred to a human representative |
Every completed call gets an AI-generated analysis. The platform extracts key information based on your organization's custom analysis fields — like interest level, objections raised, meeting booked, and any other data points you configure.
Listen to call recordings and read full transcripts directly from the analytics page. Use these to refine your agent's script and improve conversion rates.