How Phone Stack Works

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

1

Sign Up & Verify Your Business

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

2

Chat With Your AI Caller

Have a conversation with Phone Stack to train your AI. Describe your business, your pitch, your ideal customer, and how you want calls to go. No forms — just talk.

3

Upload Your Knowledge Base

Drag and drop PDFs, pitch decks, pricing sheets, and FAQs. Phone Stack extracts the information your AI needs to answer questions accurately on calls.

4

Pick a Voice

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

5

Import Your Contacts

Upload a CSV with your contact list. Map fields (name, phone, company, title), validate numbers, and tag contacts for segmentation. Phone Stack scrubs against DNC lists automatically.

6

Set Up Phone Numbers

Phone Stack auto-provisions local numbers matching your contacts' area codes. Numbers are warmed before use to build sender reputation and avoid spam flags.

7

Build a Campaign

Combine your AI profile, contact list, phone numbers, and schedule into a campaign. Set calling windows, timezone rules, and concurrency limits. Preview before launching.

8

Launch & Monitor

Hit launch and watch your AI make calls in real time. Monitor active calls with live transcripts, track answer rates, and see meetings get booked as they happen.

9

Review & Optimize

Review call recordings, read AI summaries, and analyze campaign performance. A/B test different pitches, objection handling strategies, and calling schedules to maximize results.

Ready to Get Started?

Launch your first AI cold calling campaign in under 30 minutes.

Start Free Trial