Creating a Campaign

Campaigns let you make automated outbound calls to a list of phone numbers using your AI voice agents.

Campaign Setup

Step 1: Create Campaign

1. Go to Campaigns in the sidebar
2. Click Create Campaign
3. Enter campaign details:
   • Name: Descriptive name
   • Description: Purpose of the campaign

Step 2: Select Agent

Choose the agent that will handle calls:

• Agent must be active
• Agent should have appropriate system prompt for outbound calls

Step 3: Upload Contacts

Upload a CSV file with phone numbers:

phone_number,customer_name,order_id
+919876543210,John Doe,ORD-12345
+919876543211,Jane Smith,ORD-12346
+919876543212,Bob Wilson,ORD-12347

Required column: phone_number Optional columns: Any additional data for variables

Step 4: Configure Settings

Step 5: Review and Launch

1. Review campaign settings
2. Check sample contacts
3. Click Launch Campaign

Campaign Statuses

Best Practices

1. Test first: Use a small batch before full launch
2. Respect timing: Call during business hours
3. Personalize: Use variables for names, order IDs
4. Monitor: Watch completion rates and adjust

Using Variables

Variables from CSV appear in agent greeting:

Greeting: "Hi {{customer_name}}, I'm calling about your order {{order_id}}."