Overview
The Schedule tab is where you define when and how often Frank places calls. This includes daily calling windows, maximum number of attempts, and the follow-up strategy.Calling Windows
Timezone
First, select the timezone that the calling windows should apply to. All call times are interpreted in this timezone.Windows per Day
For each day of the week, you can define one or more time windows during which Frank is allowed to call. Calls will never be placed outside these windows. Example:| Day | Window 1 | Window 2 |
|---|---|---|
| Monday | 09:00–12:00 | 17:00–19:00 |
| Tuesday | 09:00–12:00 | 14:00–18:00 |
| Wednesday | 09:00–17:00 | – |
| Thursday | 09:00–12:00 | 17:00–19:00 |
| Friday | 09:00–15:00 | – |
Maximum Call Attempts per Day
Define how many call attempts Frank makes per lead per day at most.Maximum Total Attempts
Define after how many unsuccessful total attempts Frank marks a lead as Completed and stops calling.Follow-up Strategy
SalesFrank offers two approaches to follow-up scheduling:Option 1: Smart Calling
Frank automatically decides when follow-ups happen. There are three intensity levels:- Aggressive
- Moderate
- Conservative
Best for: Lead qualification, time-sensitive campaigns, hot leads
| Period | Call frequency |
|---|---|
| Day 1 | Up to 3 calls |
| Days 2–10 | 2 calls per day |
| Day 11+ | 1 call per day |
For Lead Qualification campaigns, Frank optimizes for high call frequency early on while the lead is still “warm.” For Outbound campaigns, calls are distributed across different times of day to maximize reachability.
Option 2: Custom Intervals
Define follow-up intervals manually. Set how many attempts should be made and how much time should pass between each attempt.Manually defined intervals are always reconciled with the configured calling windows. Calls will never be placed outside the defined time windows.