Edit or Delete an Outbound Call Action

Creation date: 6/10/2026 1:34 PM    Updated: 6/10/2026 1:52 PM

Overview

This article helps you update or remove an existing outbound call action. You may need this when the script, description, or prompts change.

Before you begin

  • You need at least one outbound call action.

Steps

  1. Click Config.
  2. Click Intelligence
  3. Click Automated Calls.
  4. Stay on Outbound.
  5. Find the action in the table.
  6. Click Edit to update the action.
  7. Click Delete to remove the action.
  8. Save your changes if you edited the action.

Troubleshooting

  • If you cannot find the action, then enter text in Search for an action.
  • If you are not sure whether the action is still used, then review it before you click Delete.
Onboarding, setup, org-level config