How Phone Stack Works

From sign-up to your first customer outreach in 9 simple steps. No technical setup required.

Sign Up & Verify Your Business

Create your account in under 5 minutes. Verify your business information for caller ID and sender domain verification. We check your business is real to protect quality and compliance.

Chat With Your AI Agent

Have a conversation with Phone Stack to train your AI. Describe your customer workflows, support processes, and outreach goals. No forms — just talk.

Upload Your Knowledge Base

Drag and drop PDFs, product docs, policy documents, and billing FAQs. Phone Stack extracts the information your AI needs to answer customer questions accurately.

Pick a Voice

Preview and select from multiple natural-sounding voices. Each voice is optimized for customer conversations — professional, warm, and engaging. Adjust speed and tone to match your brand.

Import Your Customers

Upload a CSV with your customer list. Map fields like name, phone, email, and account number. Validate numbers and tag customers for segmentation.

Set Up Phone Numbers & Email

Phone Stack auto-provisions local numbers matching your customers' area codes. Set up verified sender domains for email outreach. Numbers are warmed before use.

Build a Campaign

Choose call, email, or multi-channel. Combine your AI profile, customer list, channels, and schedule into a campaign. Set contact windows, timezone rules, and concurrency limits.

Launch & Monitor

Hit launch and watch your AI contact customers in real time. Monitor active calls with live transcripts, track resolutions, follow-ups, and outcomes as they happen.

Review & Optimize

Review call recordings, read AI summaries, and analyze campaign performance. A/B test different approaches, messaging, and channel sequences to maximize results.

Ready to Get Started?

Launch your first AI customer outreach campaign in under 30 minutes.

Start Free Trial