Scout Agent phone deployment combines a usable number with calling schedules, approval rules and contact protections. Review the purpose and recipient of a call before delegating it.
Bringing Phone live can enable real calls. Review the number, recipient, purpose, schedule and approval settings first.
Before you start
You need administration access, a usable workspace number and available phone budget. Calling eligibility also depends on the recipient and current rules.
Permissions controls apply alongside channel and connection access.
Review phone deployment
Open Scout → Deploy → Phone and review readiness and the channel’s current state.
Confirm the workspace has the required active phone number and calling setup.
Review calling hours, relevant time zones, approval rules and per-number contact thresholds.
Review the do-not-call list and the owner who will receive a handoff when a call needs help.
Set the channel live only after the displayed setup requirements are satisfied.
Follow an approved task call and review its outcome, recap and any unresolved objective.
Check the result
The intended call is placed through a ready channel and its result appears in the task or call record. A ringing or connected call does not by itself establish that the supplier objective was achieved.
Protect contact preferences
Scout Agent does not call numbers on its do-not-call list. A recipient asking to stop being called should remain protected. Read the effect before removing a number from that list.
Use international phone numbers and verify the actual recipient. A shared switchboard and a direct contact may need different call context.
Review call costs and outcomes separately
Connected phone usage is billed separately from task outcomes. A call that does not achieve the task’s objective may still have phone usage. Check the active rate card and spending controls for your workspace.
If something does not look right
What you see | What to check |
The call was not placed | Review readiness, approvals, calling schedule, do-not-call status, contact limits and budget availability. |
The call ended without the objective | Read the call record and choose the next action: clarification, email, another eligible call or human handoff. |
Can Scout Agent call outside the approved schedule?
Can Scout Agent call outside the approved schedule?
Review the schedule and eligibility controls shown for the workspace and contact. Do not assume a task due date overrides them.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.