Skip to main content
Annie can place outbound calls on your behalf for appointment reminders, recall campaigns, follow-up calls, and patient outreach.

​
How Outbound Calls Work

Annie’s outbound calls are driven by the workflows and training configured on your bot. For example, you might have a workflow for confirming appointments or a workflow for recall outreach — these define how Annie handles the conversation, what questions to ask, and how to respond. When initiating a call, you can optionally provide:
  • Patient info — The patient’s name and date of birth so Annie can address them correctly
  • Call context — Specific details for this individual call (e.g., “Their appointment is Thursday at 2pm”)
Think of it this way: your bot’s training defines what Annie does (confirm an appointment, schedule a recall visit), while patient info and context provide the specifics for each call.
Consider creating separate bots for different outbound campaigns (e.g., one for appointment reminders, another for recall outreach) so each has tailored workflows.

​
Making an Outbound Call

To place an outbound call, make a POST request to the calls endpoint: 
curl -X POST https://api.helloannie.com/v1/calls \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "fromNumber": "+15551234567",
    "toNumber": "+15559876543",
    "patientInfo": {
      "firstName": "Sarah",
      "lastName": "Johnson",
      "dateOfBirth": "1985-03-22"
    },
    "context": "You are calling Sarah Johnson to remind her about her upcoming cleaning appointment on Friday at 2pm. She prefers to be called by her first name."
  }'

​
Request Parameters

ParameterTypeRequiredDescription
fromNumberstringYesThe Annie phone number to call from (must be attached to a bot with outbound: true)
toNumberstringYesThe destination phone number (must be in allowed whitelist for sandbox)
patientInfoobjectNoPatient information for the call (see below)
contextstringNoCustom instructions or context for this specific call (max 500 characters)

​
Patient Info Object

FieldTypeDescription
firstNamestringPatient’s first name (max 100 characters)
lastNamestringPatient’s last name (max 100 characters)
dateOfBirthstringPatient’s date of birth in YYYY-MM-DD format
The fromNumber must be a phone number attached to a bot with outbound set to true. When creating or updating your bot, set this field to enable outbound calling.

​
Using Call Context

The context field lets you provide call-specific details that supplement your bot’s workflows. Your bot’s training still drives the conversation and then context just fills in the specifics. Example: If your bot has an appointment confirmation workflow, the context tells Annie which appointment to confirm: 
{
  "context": "Confrim John Deer's cleaning appointment at Thursday, January 30th at 2pm with Dr. Martinez."
}
Good uses for context:
  • Appointment date, time, and provider details
  • Reason for the call (e.g., “6-month recall” or “post-procedure follow-up”)
  • Patient preferences or notes (e.g., “Prefers morning appointments”)
Combine patientInfo with context for best results. Patient info helps Annie greet them correctly, while context provides the call-specific details your workflow needs.

​
Response

A successful request returns a conversation ID for tracking: 
{
  "success": true,
  "data": {
    "conversationId": "550e8400-e29b-41d4-a716-446655440000"
  }
}

​
Tracking Call Status

Use the conversation ID to check the status and details of the call: 
curl https://api.helloannie.com/v1/conversations/CONVERSATION_ID \
  -H "Authorization: Bearer YOUR_API_KEY"

​
Use Cases

Automatically call patients to remind them of upcoming appointments. Configure your bot’s workflow to confirm the appointment details during the call.
Reach out to patients who are due for their regular checkups. Annie can check availability and schedule appointments during the call.
Call patients after procedures to check on their recovery and answer any questions they may have.

​
Sandbox Limitations

Sandbox Environment: In sandbox mode, you must pre-approve destination phone numbers before Annie can call them. This prevents accidental calls during testing.Contact your Annie representative to add numbers to your sandbox allowlist, or email devs@helloannie.com.Production endpoints for self-service management of approved numbers are coming soon.

Calls API Reference

See the full API reference for the calls endpoint.