**Request (Client: Paul Lebsack):** Petra should not only be able to answer calls, but also make **outgoing calls** herself—for example, to call customers back or actively reach out to them (“full steam ahead”).
**Problem / Use Case:** Currently, Petra handles only incoming calls. Matters that require a callback (open inquiries, scheduling appointments, follow-ups) must be handled manually by the team. The client would like to delegate this task to Petra.
**Desired Process:** When creating an outbound task, it should be possible to provide Petra with all the necessary information:
- **Purpose / Request** of the call
- **Date of inquiry**
- **Phone number**
- **Email**
- **Additional information** (e.g., from a previous initial call)
- Predefined **greeting**
**Benefits:** Callbacks and follow-up calls are automated instead of manual → less work for the team, faster response for the customer, no “forgotten” callbacks.
**Open (still to be clarified with the customer):** automatic callback after an inbound call vs. a manually initiated call list/campaign; triggers (dashboard click, schedule, from within an existing call).
_Note: Internally, there is already a concept page titled “Proactive Outbound Calls by Petra.”_