Calls as steps, on intent or in your plan
Use a “Make AI call” step, a rule like “opened 2+ times → call”, or a plan card. Plan calls only reach engaged leads, and by default each call card waits for your approval; approving it arms that call for everyone who reaches that stage.
Good to know: AI calling is off by default in onboarding. In a new campaign, “Trigger AI call on high intent” is on by default.



