How to Make Outbound Calls from Conversive in India [2025]

Outbound calling in India is far from plug-and-play. Due to the strict regulations imposed by TRAI, the mandatory registration with DLT platforms, and the technical limitations of many CRMs, setting up outbound calling through Conversive requires careful planning and meticulous configuration. Moreover, to ensure compliance and maintain call quality, each step from VoIP integration to contact list management must be executed with precision.

This is an in-depth exploration of some of the key areas that you must give close heed to. It begins with the procedure of identifying and selecting the correct VoIP partner who is a perfect match to your specific needs and requirements. This endeavor goes all the way through to making sure that your workflows are also compliant with Distributed Ledger Technology and are therefore completely prepared to adjust and conform to all the applicable regulations that pertain.

Why You Need VoIP Integration for Conversive in India

Conversive is an AI-driven engagement platform designed to manage customer communication effectively. However, in India, outbound voice features are heavily restricted unless paired with a compliant VoIP solution. As a result, integration with authorized telecom partners becomes essential for enabling secure and regulation-compliant outbound calling.

By choosing a TRAI-compliant VoIP provider, businesses can not only unlock the full potential of Conversive’s outbound capabilities but also ensure seamless communication. Furthermore, this integration guarantees that all calls and messages adhere to the required regulatory standards. In addition, it significantly enhances operational efficiency by automating tasks such as call routing, logging, and follow-ups—all while maintaining strict compliance with Indian telecom laws.

Challenges Without Integration

Without proper VoIP integration, Conversive cannot initiate outbound calls within India due to regulatory restrictions. This leads to broken workflows, manual call handling, and non-compliance risks with TRAI and DLT frameworks.

• Cannot initiate outbound calls directly
• No automation or CRM call logging
• Non-compliance with TRAI regulations

What VoIP Integration Enables

VoIP integration allows Conversive to initiate outbound calls directly from its interface, eliminating the need for external dialers. It also enables automatic call logging, tagging, and recording, which improves productivity and compliance. Most importantly, it ensures that all outbound communication aligns with TRAI and DLT regulations.

• Click-to-call directly from Conversive
• Automated call logging and recordings
• Seamless compliance with DLT protocols

Key Benefits of Using Conversive for Outbound Calls

Conversive enhances outbound calling by streamlining communication workflows and, more importantly, enabling seamless integration with CRM systems. In addition, with advanced features such as automated call logging, sentiment analysis, and follow-up automation, it empowers teams to not only increase efficiency but also improve customer engagement. Moreover, all of this is achieved while ensuring full regulatory compliance, making Conversive a comprehensive solution for outbound communication in India.

1. Smart Dialing from Contact or Lead Cards

With VoIP integration, agents can initiate calls directly from contact or lead cards within Conversive. This reduces context switching and allows for faster, more efficient outreach.

Learn how FreJun enables click-to-call with Conversive

2. Automated Logging

Every call made through Conversive is automatically logged with details like duration, timestamps, and call outcomes. This eliminates manual data entry and ensures complete call history is always available for review.

3. WhatsApp/SMS Follow-ups

Conversive can trigger personalized WhatsApp or SMS messages automatically based on call outcomes. This ensures timely follow-ups and helps maintain engagement without manual intervention.

Explore how FreJun enables automated WhatsApp follow-ups with Conversive​FreJun

4. Sentiment Insights

Conversive’s AI analyzes voice interactions to detect sentiment in real time. This helps prioritize follow-ups based on customer tone and improves decision-making for sales and support teams.

Explore how FreJun provides AI-powered sentiment analysis for smarter sales decisions​. FreJun

5. Secure & Compliant

Conversive ensures all outbound communication is protected with end-to-end encryption and adheres to global standards like GDPR. It also supports DLT compliance, making it suitable for regulated markets like India.

Step-by-Step Setup: Outbound Calling via Conversive

To set up outbound calling via Conversive, integrate a compliant VoIP provider, and complete DLT registration. This ensures seamless call flows, automated follow-ups, and full compliance with Indian telecom regulations.

1. Select a TRAI-Compliant VoIP Provider

To enable outbound calling in India, you must choose a VoIP provider that is compliant with TRAI regulations. Providers like FreJun, Ozonetel, and Exotel offer DLT-ready platforms that integrate smoothly with Conversive.

• FreJun – Quick integration, AI features, and deep CRM sync.

Read the full guide on VoIP for business use in India

2. Complete DLT Registration

Businesses must register on a DLT platform like Jio, Vodafone, or Airtel to get approval for headers and message templates. This step ensures your outbound calls and messages comply with TRAI’s anti-spam regulations.

• Brand Headers – Unique sender IDs used to identify your business.
• Templates & Consent – Pre-approved message formats and customer opt-in records.

3. Collect API Credentials

Once your VoIP account is active, your provider will share API keys or tokens. These credentials are essential for authenticating the integration with Conversive.

• API keys or tokens – Enable secure communication between Conversive and your VoIP provider, ensuring authorized call actions.

        Learn more about FreJun’s integration with Conversive​FreJun

4. Integrate in Conversive

Head to the Voice Integration section in Conversive and input the API credentials. This connects Conversive to your VoIP system for call management.

• Voice Integration tab – Navigate to Conversive’s settings to input your VoIP credentials and establish a live connection.

5. Test and Validate

Make a few test calls to ensure logging, tagging, and recordings are functioning properly. This step helps confirm the integration is correctly configured.

• Test calls – Place internal calls to verify system functionality, ensuring call data is logged and tagged correctly.

6. Configure Workflows

Set up automated workflows in Conversive, such as call routing, tagging, and follow-up messaging. These workflows improve efficiency and reduce manual tasks.

Regulatory Compliance: DLT, TRAI, and VoIP Legality

India’s telecom regulations require full DLT compliance for any form of business communication, especially voice. Without DLT registration, telecom operators may block your calls and messages, hindering your outreach efforts. Ensuring compliance is essential for maintaining seamless and legal communication in the Indian market.

India’s telecom regulations mandate full DLT compliance for all business communication, especially for voice services. Without DLT registration, telecom operators may block your calls and messages, disrupting your communication flow. Ensuring DLT compliance is crucial for legal, seamless, and effective outreach in the Indian market.

Conversive with and without VoIP Integration

The comparison table clearly highlights the key differences between using Conversive with and without VoIP integration. On one hand, VoIP integration unlocks essential features such as outbound calling, call logging, and DLT compliance. On the other hand, without this integration, these critical capabilities remain unavailable, thereby significantly limiting Conversive’s overall functionality. Consequently, for businesses aiming to maximize the platform’s potential, incorporating a compliant VoIP solution becomes not just beneficial but necessary.

The comparison table highlights the key differences between using Conversive with and without VoIP integration. While VoIP integration unlocks essential features like outbound calling, call logging, and DLT compliance, without it, these capabilities remain unavailable, limiting Conversive’s functionality. This means that businesses without VoIP integration miss out on streamlined communication processes and the ability to scale their outreach efforts effectively, potentially resulting in manual tasks and missed opportunities.

Use Cases: Sales and Support Workflows in India

Conversive streamlines sales and support workflows by automating outbound calls, follow-ups, and lead management. It enables efficient handling of customer interactions, ensuring timely responses and improved engagement for both sales and support teams in India.

1. Cold Calling Campaigns

Drive outbound sales directly from Conversive’s dashboard, streamlining the sales process by reducing the need for external tools and minimizing manual efforts.

Learn more about cold calling success with FreJun

2. Customer Support Follow-Ups

 Auto-schedule support calls based on ticket severity to ensure high-priority issues are addressed promptly and efficiently.

3. Missed Call Workflows

Trigger WhatsApp follow-ups automatically after failed attempts to re-engage customers and ensure no lead is left behind.

4 . Agent Performance Tracking

Use analytics dashboards to track performance, identify areas for improvement, and provide targeted coaching to enhance team productivity.

How to Improve Call Center Agent Performance

Final Thoughts 

Incorporating a compliant VoIP solution with Conversive is essential for businesses looking to optimize their outbound calling operations. By adhering to TRAI and DLT regulations, you ensure seamless communication, legal compliance, and enhanced productivity across your sales and support teams.

Conversive can become a powerful outbound engine, especially when paired with a compliant VoIP setup. By seamlessly integrating FreJun or another TRAI-verified provider, and by strictly following DLT regulations, your sales and support teams can not only scale outreach efforts but also ensure they remain well within legal boundaries. As a result, you can boost efficiency, maintain compliance, and drive better engagement—all at the same time.

Learn more about Conversive Calling Integration

 Key Takeaways and Pro Tips:

To ensure seamless outbound calling with Conversive, it’s essential to integrate a TRAI-compliant VoIP provider and follow DLT regulations. For optimal results, always validate consent, use pre-approved templates, and leverage automated workflows to streamline communication and improve team productivity.

• Conversive requires a DLT-compliant VoIP to make outbound calls in India.
  
• Register on a DLT portal like Jio, Airtel, or Vodafone before initiating calls.
  
• Choose providers like FreJun or Ozonetel for quick API-based integrations.
  
• Always validate consent and use pre-approved call/message templates.
  
• Use call tagging and transcription to personalise follow-ups.
  
• Test with small campaigns and expand after monitoring metrics.
  
• Setup takes less than 30 minutes with the right tools and support.

Further Reading: Pipedrive Calling in India: FAQs

FAQs