Step-by-Step Guide

How to Set Up AI Cold Calling

Complete step-by-step guide to launching your first AI calling campaign in under 30 minutes. No coding required.

30 minutes setup8 simple stepsNo coding required
1

Step 1: Create Your Account

Sign up for UnlockMyLead and choose your subscription plan. Start with Starter Basic at $99/month or Starter Pro at $299/month for unlimited calling.

💡 Pro Tips:

  • Use a business email for verification
  • Choose a plan based on your expected call volume
  • All plans include a demo session
2

Step 2: Connect Your Phone Numbers

UnlockMyLead uses a BYOC (Bring Your Own Carrier) model. Connect your Twilio or Telnyx account to use your own phone numbers.

💡 Pro Tips:

  • You can add multiple phone numbers per account
  • Use local numbers for better answer rates
  • Each number can have different caller IDs
3

Step 3: Configure Your AI Voice

Choose from 60+ AI voices across 40+ languages. Configure voice settings like tone, speed, and accent.

💡 Pro Tips:

  • Match voice gender and age to your brand
  • Test different voices before launching
  • Use native accents for international campaigns
4

Step 4: Create Your Call Script

Build your conversation flow using our script builder. Define the opening, qualifying questions, objection handling, and closing.

💡 Pro Tips:

  • Keep the opening under 30 seconds
  • Include 3-5 qualifying questions
  • Add responses for common objections
5

Step 5: Import Your Leads

Upload your lead list via CSV or connect your CRM (HubSpot, Salesforce, Zoho, Pipedrive, Bitrix24) for automatic sync.

💡 Pro Tips:

  • Clean your data before import
  • Include phone, name, and company at minimum
  • Tag leads for segmentation
6

Step 6: Set Up Calendar Integration

Connect Cal.com, Google Calendar, or Apple Calendar so the AI can book meetings during calls.

💡 Pro Tips:

  • Set your availability correctly
  • Add buffer time between meetings
  • Enable automatic reminders
7

Step 7: Test Your Campaign

Make test calls to yourself or team members to verify everything works correctly.

💡 Pro Tips:

  • Test with real phone numbers
  • Check call recording quality
  • Verify calendar booking works
8

Step 8: Launch Your Campaign

Set your calling hours, daily limits, and launch. Monitor results in real-time from the dashboard.

💡 Pro Tips:

  • Start with a small batch first
  • Monitor the first 10-20 calls closely
  • Adjust scripts based on feedback

Quick Reference Checklist

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