Creating a Campaign

Campaigns let you make automated outbound calls to a list of phone numbers using your AI voice agents. Run targeted outreach at scale with real-time monitoring, intelligent retry logic, and detailed analytics.

Start a campaign: Open the Campaigns page to create and manage your voice call campaigns.

Key Features

• Automated Outbound Calls: Call thousands of contacts with your AI agent
• Contact List Integration: Select existing contacts or upload new ones
• Multi-Phone Distribution: Use multiple phone numbers with load balancing
• Real-time Monitoring: Live SSE streaming of campaign progress
• Intelligent Retries: Automatic retry on no-answer, busy, or voicemail
• Auto-Pause on Low Credits: Campaigns pause automatically when credits run low
• Scheduling: Start campaigns immediately or schedule for later

How It Works

┌──────────────────────────────────────────────────────────────┐
│                    Campaign Execution Flow                    │
├──────────────────────────────────────────────────────────────┤
│                                                               │
│   Create Campaign ──► Select Agent ──► Add Contacts           │
│                                              │                │
│                                              ▼                │
│   Configure Settings (concurrency, retries, schedule)         │
│                                              │                │
│                                              ▼                │
│   ┌─────────┐     ┌─────────────┐     ┌─────────────┐        │
│   │  DRAFT  │────►│  SCHEDULED  │────►│   RUNNING   │        │
│   └─────────┘     └─────────────┘     └─────────────┘        │
│        │                                     │                │
│        │              ┌──────────┐           │                │
│        └─────────────►│  PAUSED  │◄──────────┤                │
│                       └──────────┘           │                │
│                            │                 │                │
│                            ▼                 ▼                │
│                    ┌────────────┐     ┌───────────┐          │
│                    │ CANCELLED  │     │ COMPLETED │          │
│                    └────────────┘     └───────────┘          │
│                                                               │
│   Each Contact: Dial ──► STT/LLM/TTS ──► Log Result          │
│                           │                                   │
│                           ▼                                   │
│                    Failed? ──► Retry Queue                    │
│                                                               │
└──────────────────────────────────────────────────────────────┘

Campaign Setup

Step 1: Create Campaign

1. Go to Campaigns in the sidebar
2. Click New Campaign
3. Enter campaign details:
   • Name: Descriptive name (e.g., "January Order Follow-ups")
   • Description: Purpose of the campaign (optional)

Step 2: Select Agent

Choose the AI agent that will handle calls:

• Agent must be active (not draft or paused)
• Agent should have an appropriate system prompt for outbound calls
• Variables in the agent prompt will be populated from contact data

Step 3: Add Contacts

You have two options:

See CSV Upload & Variables for file format details.

Step 4: Select Phone Numbers

Choose one or more phone numbers (credentials) for making calls:

Using multiple numbers increases throughput and reduces per-number rate limiting.

Step 5: Configure Settings

See Scheduling & Retry Logic for advanced configuration.

Step 6: Review and Launch

1. Review campaign settings
2. Check sample contacts and variables
3. Choose: Start Now or Schedule for Later

Campaign Statuses

Campaign Actions

Auto-Pause on Low Credits

Campaigns automatically pause when your workspace credits fall below a threshold:

• Campaigns pause with status preserved
• Email notification sent to workspace owner
• Resume after adding credits
• No calls are lost; pending contacts remain in queue

Using Variables

Variables from contact data appear in your agent's prompt:

Contact CSV:

phone_number,customer_name,order_id,product_name
+919876543210,Rahul Kumar,ORD-001,Premium Widget

Agent Greeting:

Hello {{customer_name}}, I'm calling about your order {{order_id}} for {{product_name}}.

Rendered for Rahul:

Hello Rahul Kumar, I'm calling about your order ORD-001 for Premium Widget.

Best Practices

1. Test first: Run with 10-20 contacts before full launch
2. Respect timing: Call during business hours (9 AM - 6 PM local time)
3. Use multiple numbers: Distribute load across credentials
4. Monitor actively: Watch the first few calls for issues
5. Personalize: Use variables for names, order IDs, etc.
6. Set appropriate retries: 2-3 attempts is usually sufficient
7. Review analytics: Check connection rates and optimize

Next Steps

• CSV Upload & Variables - Format files and use personalization
• Scheduling & Retry Logic - Configure timing and retry behavior
• Campaign Analytics - Monitor performance and export data
• Contact Management - Manage contact lists
• Phone Numbers Setup - Configure calling credentials

Ready to launch your first campaign? Open the Campaigns page to get started.