AI Voice Agents for Marketing Campaigns

Deploy AI-powered voice agents for scalable marketing campaigns that drive engagement, collect valuable customer insights, and convert prospects while maintaining full regulatory compliance.

Use Cases Overview

Agent Configuration

Marketing Campaign Agent

{
  "agent": {
    "name": "Marketing Campaign Agent",
    "language": "en-US",

    "llmProvider": "gemini-2.5",
    "llmModel": "gemini-2.5-flash-lite",
    "llmTemperature": 0.7,

    "sttProvider": "deepgram",
    "sttModel": "nova-3",
    "sttConfig": {
      "endpointing": 400,
      "interimResults": true,
      "utteranceEndMs": 1200
    },

    "ttsProvider": "cartesia",
    "ttsVoice": "95856005-0332-41b0-935f-352e296aa0df",

    "greetingMessage": "Hi {{contactName}}! This is {{agentName}} from {{companyName}}. I'm calling with {{campaignHook}}. Do you have a quick moment?",

    "prompt": "...",

    "allowInterruptions": true,

    "endCallPhrases": ["not interested", "remove me", "do not call", "stop calling"],

    "maxDuration": 180,

    "webhooks": {
      "url": "https://your-server.com/webhooks/marketing",
      "events": ["call.started", "call.ended", "opt_out.requested"]
    }
  }
}

Multi-Language Campaign (Hindi)

{
  "agent": {
    "name": "Hindi Marketing Agent",
    "language": "hi-IN",

    "llmProvider": "gemini-2.5",
    "llmModel": "gemini-2.5-flash-lite",

    "sttProvider": "deepgram",
    "sttModel": "nova-3",
    "sttConfig": {
      "language": "hi"
    },

    "ttsProvider": "azure",
    "ttsVoice": "hi-IN-SwaraNeural",

    "greetingMessage": "{{contactName}} ji, namaste! Main {{agentName}} bol rahi hoon {{companyName}} se. {{campaignHook}} ke baare mein baat karni thi. Kya aapke paas ek minute hai?",

    "prompt": "..."
  }
}

System Prompt Templates

Promotional Campaign Prompt

You are a friendly marketing representative for {{companyName}}. Your goal is to share an exclusive offer with customers and gauge their interest.

## Campaign Details
- Campaign: {{campaignName}}
- Offer: {{offerDetails}}
- Valid Until: {{offerExpiry}}
- Promo Code: {{promoCode}}

## Customer Context
- Name: {{contactName}}
- Customer Since: {{customerSince}}
- Last Purchase: {{lastPurchase}}
- Segment: {{customerSegment}}

## Call Script

### Opening (10 seconds)
Get permission to continue. Be warm and respectful of their time.

"Hi {{contactName}}! This is {{agentName}} from {{companyName}}.
I'm reaching out with a special offer for our valued customers.
Do you have 30 seconds?"

### Value Proposition (20 seconds)
Share the offer clearly and concisely.

"As a thank you for being with us since {{customerSince}}, we're offering you
{{offerDetails}}. This is an exclusive offer just for customers like you."

### Interest Check
Ask if they're interested without being pushy.

"Does this sound like something you'd find useful?"

### Positive Response
If interested, provide clear next steps.

"Great! You can use code {{promoCode}} at checkout.
Shall I send the details to your registered email/phone?"

### Negative Response
Respect their decision and exit gracefully.

"No problem at all! Just wanted to make sure you knew about it.
Have a great day, {{contactName}}!"

## Key Rules
1. NEVER pressure or manipulate
2. Accept "no" gracefully on first decline
3. Keep total call under 90 seconds
4. Always offer opt-out if requested
5. Don't repeat the same pitch twice
6. Be conversational, not scripted
7. If they say "not interested" or "remove me", immediately offer opt-out

## DND Handling
If customer requests to be removed:
"Absolutely! I'll remove you from our call list right away.
My apologies for any inconvenience. Have a great day!"
-> Call opt_out_customer function immediately
-> End call gracefully

Survey Collection Prompt

You are conducting a customer satisfaction survey for {{companyName}}. Your goal is to collect honest feedback in a conversational manner.

## Survey Details
- Survey: {{surveyName}}
- Questions: {{questionCount}} questions
- Estimated Time: {{estimatedTime}}
- Incentive: {{surveyIncentive}}

## Customer Context
- Name: {{contactName}}
- Recent Interaction: {{recentInteraction}}
- Interaction Date: {{interactionDate}}

## Survey Flow

### Opening
"Hi {{contactName}}! This is {{agentName}} from {{companyName}}.
We value your feedback on {{recentInteraction}}.
Would you have {{estimatedTime}} for a quick survey? {{surveyIncentive}}"

### Questions
Ask each question naturally, acknowledging their responses.

{{surveyQuestions}}

### Rating Scale Explanation
For rating questions, explain the scale clearly:
"On a scale of 1 to 10, where 1 is very unsatisfied and 10 is extremely satisfied..."

### Follow-up on Low Scores
If score < 7: "I appreciate your honesty. Could you tell me what we could do better?"

### Closing
"Thank you so much for your time, {{contactName}}!
Your feedback helps us serve you better.
{{closingMessage}}"

## Guidelines
1. One question at a time
2. Acknowledge each response before moving on
3. Don't argue with negative feedback
4. If they want to elaborate, let them
5. Record all verbatim comments
6. Thank them regardless of feedback sentiment

Event Invitation Prompt

You are inviting customers to {{eventName}} for {{companyName}}.

## Event Details
- Event: {{eventName}}
- Date: {{eventDate}}
- Time: {{eventTime}}
- Format: {{eventFormat}} (webinar/in-person/hybrid)
- Topic: {{eventTopic}}
- Speakers: {{eventSpeakers}}
- Registration Link: {{registrationUrl}}

## Customer Context
- Name: {{contactName}}
- Interest Areas: {{interestAreas}}
- Past Event Attendance: {{pastAttendance}}

## Call Script

### Opening
"Hi {{contactName}}! This is {{agentName}} from {{companyName}}.
I'm calling about our upcoming {{eventFormat}} on {{eventTopic}}.
Given your interest in {{interestAreas}}, I thought you'd find it valuable.
Do you have a minute?"

### Event Pitch
"We're hosting {{eventName}} on {{eventDate}} at {{eventTime}}.
{{eventSpeakers}} will be covering {{eventTopic}}.
{{eventHighlight}}"

### Interest Check
"Would you be interested in joining us?"

### Registration
If interested:
"Great! I can register you right now. Can I confirm your email is {{customerEmail}}?"

OR

"I'll send you the registration link. You can sign up at your convenience."

### Not Interested
"No problem! Would you like me to keep you posted about future events on {{interestAreas}}?"

## Guidelines
1. Highlight relevance to their interests
2. Keep it brief - they can learn more online
3. Make registration easy
4. Offer calendar invite option
5. Respect time zones for event times

Function Tools

Campaign Management

{
  "type": "function",
  "function": {
    "name": "record_campaign_response",
    "description": "Record customer response to marketing campaign",
    "parameters": {
      "type": "object",
      "properties": {
        "contact_id": {
          "type": "string",
          "description": "Customer contact ID"
        },
        "campaign_id": {
          "type": "string",
          "description": "Campaign identifier"
        },
        "response": {
          "type": "string",
          "enum": ["interested", "not_interested", "callback", "already_purchased", "wrong_number"],
          "description": "Customer response"
        },
        "interest_level": {
          "type": "integer",
          "minimum": 1,
          "maximum": 10,
          "description": "Interest level 1-10"
        },
        "follow_up_needed": {
          "type": "boolean",
          "description": "Whether follow-up is needed"
        },
        "notes": {
          "type": "string",
          "description": "Additional notes from conversation"
        }
      },
      "required": ["contact_id", "campaign_id", "response"]
    }
  }
}

Opt-Out Handling

{
  "type": "function",
  "function": {
    "name": "opt_out_customer",
    "description": "Add customer to Do Not Call list and stop all marketing communications",
    "parameters": {
      "type": "object",
      "properties": {
        "contact_id": {
          "type": "string",
          "description": "Customer contact ID"
        },
        "phone_number": {
          "type": "string",
          "description": "Phone number to add to DNC"
        },
        "opt_out_type": {
          "type": "string",
          "enum": ["all_calls", "marketing_only", "specific_campaign"],
          "description": "Type of opt-out requested"
        },
        "reason": {
          "type": "string",
          "description": "Reason for opt-out if provided"
        },
        "campaign_id": {
          "type": "string",
          "description": "Campaign ID if specific campaign opt-out"
        }
      },
      "required": ["contact_id", "phone_number", "opt_out_type"]
    }
  }
}

Survey Response Collection

{
  "type": "function",
  "function": {
    "name": "record_survey_response",
    "description": "Record customer survey response",
    "parameters": {
      "type": "object",
      "properties": {
        "survey_id": {
          "type": "string",
          "description": "Survey identifier"
        },
        "contact_id": {
          "type": "string",
          "description": "Customer contact ID"
        },
        "question_id": {
          "type": "string",
          "description": "Question identifier"
        },
        "response_type": {
          "type": "string",
          "enum": ["rating", "multiple_choice", "open_text", "yes_no"],
          "description": "Type of response"
        },
        "response_value": {
          "type": "string",
          "description": "The actual response"
        },
        "sentiment": {
          "type": "string",
          "enum": ["positive", "neutral", "negative"],
          "description": "Detected sentiment"
        }
      },
      "required": ["survey_id", "contact_id", "question_id", "response_value"]
    }
  }
}

Event Registration

{
  "type": "function",
  "function": {
    "name": "register_for_event",
    "description": "Register customer for an event",
    "parameters": {
      "type": "object",
      "properties": {
        "event_id": {
          "type": "string",
          "description": "Event identifier"
        },
        "contact_id": {
          "type": "string",
          "description": "Customer contact ID"
        },
        "email": {
          "type": "string",
          "description": "Email for confirmation"
        },
        "send_calendar_invite": {
          "type": "boolean",
          "description": "Whether to send calendar invite"
        },
        "reminder_preference": {
          "type": "string",
          "enum": ["email", "sms", "both", "none"],
          "description": "Reminder notification preference"
        }
      },
      "required": ["event_id", "contact_id"]
    }
  }
}

Send Promotional SMS/Email

{
  "type": "function",
  "function": {
    "name": "send_follow_up",
    "description": "Send follow-up SMS or email with offer details",
    "parameters": {
      "type": "object",
      "properties": {
        "contact_id": {
          "type": "string",
          "description": "Customer contact ID"
        },
        "channel": {
          "type": "string",
          "enum": ["sms", "email", "whatsapp"],
          "description": "Communication channel"
        },
        "template": {
          "type": "string",
          "enum": ["offer_details", "event_registration", "survey_link", "promo_code"],
          "description": "Message template to use"
        },
        "personalization": {
          "type": "object",
          "description": "Custom variables for template"
        }
      },
      "required": ["contact_id", "channel", "template"]
    }
  }
}

Tool Handlers Implementation

package handlers

import (
    "context"
    "fmt"
    "time"
)

// OptOutHandler handles DNC requests with compliance logging
func OptOutHandler(params map[string]any) (string, error) {
    contactID := params["contact_id"].(string)
    phoneNumber := params["phone_number"].(string)
    optOutType := params["opt_out_type"].(string)

    // Add to internal DNC list immediately
    err := dncService.AddToDNCList(DNCEntry{
        PhoneNumber: phoneNumber,
        ContactID:   contactID,
        OptOutType:  optOutType,
        Timestamp:   time.Now(),
        Source:      "voice_agent",
    })
    if err != nil {
        log.Error("Failed to add to DNC", "error", err)
        return "I'll make sure to update our records.", err
    }

    // Log for compliance audit
    auditLog.Record(AuditEntry{
        Action:      "OPT_OUT",
        ContactID:   contactID,
        PhoneNumber: phoneNumber,
        Type:        optOutType,
        Timestamp:   time.Now(),
    })

    // Cancel any scheduled campaigns for this contact
    campaignService.CancelScheduledCalls(contactID)

    return "Done. I've removed you from our call list. You won't receive any more marketing calls from us. I apologize for any inconvenience.", nil
}

// RecordCampaignResponse tracks campaign engagement
func RecordCampaignResponse(params map[string]any) (string, error) {
    response := CampaignResponse{
        ContactID:      params["contact_id"].(string),
        CampaignID:     params["campaign_id"].(string),
        Response:       params["response"].(string),
        Timestamp:      time.Now(),
    }

    if interestLevel, ok := params["interest_level"].(float64); ok {
        response.InterestLevel = int(interestLevel)
    }
    if notes, ok := params["notes"].(string); ok {
        response.Notes = notes
    }
    if followUp, ok := params["follow_up_needed"].(bool); ok {
        response.FollowUpNeeded = followUp
    }

    err := campaignDB.SaveResponse(response)
    if err != nil {
        return "", err
    }

    // Update campaign metrics in real-time
    metrics.IncrementResponse(response.CampaignID, response.Response)

    // Trigger follow-up workflow if needed
    if response.FollowUpNeeded {
        workflowEngine.TriggerFollowUp(response)
    }

    return "Response recorded successfully.", nil
}

// RecordSurveyResponse handles survey data collection
func RecordSurveyResponse(params map[string]any) (string, error) {
    surveyResponse := SurveyResponse{
        SurveyID:      params["survey_id"].(string),
        ContactID:     params["contact_id"].(string),
        QuestionID:    params["question_id"].(string),
        ResponseValue: params["response_value"].(string),
        Timestamp:     time.Now(),
    }

    if responseType, ok := params["response_type"].(string); ok {
        surveyResponse.ResponseType = responseType
    }
    if sentiment, ok := params["sentiment"].(string); ok {
        surveyResponse.Sentiment = sentiment
    }

    err := surveyDB.SaveResponse(surveyResponse)
    if err != nil {
        return "", err
    }

    // For NPS surveys, trigger alerts on detractor scores
    if surveyResponse.ResponseType == "rating" {
        score := parseRating(surveyResponse.ResponseValue)
        if score <= 6 {
            alertService.NotifyDetractor(surveyResponse)
        }
    }

    return "Thank you for that feedback.", nil
}

Compliance Framework

Regulatory Requirements

India (TRAI/NCPR)

// TRAI Compliance for India
type TRAICompliance struct {
    // National Customer Preference Register
    NCPREnabled bool

    // Calling hours: 9 AM - 9 PM (customer's local time)
    CallingHoursStart int // 9
    CallingHoursEnd   int // 21

    // Maximum calls per day per number
    MaxCallsPerDay int // 3

    // Mandatory scrubbing against NCPR before campaign
    NCPRScrubRequired bool

    // Cool-off period after opt-out (days)
    OptOutCoolOffDays int // 0 (immediate)

    // Registration requirements
    HeaderRegistered bool
    TemplateApproved bool
}

func validateTRAICompliance(contact *Contact, campaign *Campaign) error {
    // Check NCPR registration
    if isOnNCPR(contact.Phone) {
        return errors.New("contact is registered on NCPR")
    }

    // Validate calling hours
    localTime := getLocalTime(contact.Timezone)
    if localTime.Hour() < 9 || localTime.Hour() >= 21 {
        return errors.New("outside permitted calling hours (9 AM - 9 PM)")
    }

    // Check daily call limit
    callsToday := getCallCountToday(contact.Phone)
    if callsToday >= 3 {
        return errors.New("daily call limit reached for this number")
    }

    // Verify sender header registration
    if !isHeaderRegistered(campaign.SenderID) {
        return errors.New("sender header not registered with TRAI")
    }

    return nil
}

United States (TCPA)

// TCPA Compliance for US
type TCPACompliance struct {
    // Prior express written consent required for marketing
    ConsentRequired bool

    // Calling hours: 8 AM - 9 PM (recipient's local time)
    CallingHoursStart int // 8
    CallingHoursEnd   int // 21

    // National Do Not Call Registry check
    DNDRegistryCheck bool

    // Internal DNC list maintenance (minimum 5 years)
    InternalDNCRetentionYears int // 5

    // Abandoned call rate < 3%
    MaxAbandonedCallRate float64 // 0.03

    // Caller ID requirements
    CallerIDRequired bool
    CallerIDAccurate bool
}

func validateTCPACompliance(contact *Contact, campaign *Campaign) error {
    // Verify prior express consent
    consent, err := getMarketingConsent(contact.ID)
    if err != nil || !consent.Valid {
        return errors.New("no valid marketing consent on file")
    }

    // Check National DNC Registry
    if isOnNationalDNC(contact.Phone) {
        return errors.New("contact is on National DNC Registry")
    }

    // Check internal DNC list
    if isOnInternalDNC(contact.Phone) {
        return errors.New("contact is on internal DNC list")
    }

    // Validate calling hours
    localTime := getLocalTime(contact.Timezone)
    if localTime.Hour() < 8 || localTime.Hour() >= 21 {
        return errors.New("outside permitted calling hours (8 AM - 9 PM)")
    }

    return nil
}

European Union (GDPR + ePrivacy)

// GDPR/ePrivacy Compliance for EU
type GDPRCompliance struct {
    // Explicit opt-in consent required
    ExplicitConsentRequired bool

    // Purpose limitation
    ConsentPurposeSpecific bool

    // Right to be forgotten
    DataDeletionSupported bool

    // Consent record retention
    ConsentRecordRetentionYears int // 7

    // Country-specific calling hours
    CallingHoursByCountry map[string]CallingHours
}

func validateGDPRCompliance(contact *Contact, campaign *Campaign) error {
    // Verify explicit opt-in consent
    consent, err := getGDPRConsent(contact.ID, campaign.Purpose)
    if err != nil || !consent.ExplicitOptIn {
        return errors.New("no explicit GDPR consent for this purpose")
    }

    // Verify consent hasn't been withdrawn
    if consent.Withdrawn {
        return errors.New("consent has been withdrawn")
    }

    // Check country-specific regulations
    if contact.Country == "DE" { // Germany - stricter rules
        if !consent.DoubleOptIn {
            return errors.New("double opt-in required for Germany")
        }
    }

    return nil
}

DND/DNC List Management

// Comprehensive DNC Management
type DNCManager struct {
    db           *sql.DB
    cache        *redis.Client
    ncprClient   *NCPRClient   // India
    ftcClient    *FTCDNCClient // US
}

// Pre-campaign scrubbing
func (m *DNCManager) ScrubCampaignList(contacts []Contact, region string) ([]Contact, []Contact) {
    var eligible, blocked []Contact

    for _, contact := range contacts {
        blocked_reason := m.checkDNCStatus(contact, region)
        if blocked_reason == "" {
            eligible = append(eligible, contact)
        } else {
            contact.BlockedReason = blocked_reason
            blocked = append(blocked, contact)
        }
    }

    return eligible, blocked
}

func (m *DNCManager) checkDNCStatus(contact Contact, region string) string {
    // Check internal DNC first (fastest)
    if m.isOnInternalDNC(contact.Phone) {
        return "internal_dnc"
    }

    // Check regional registries
    switch region {
    case "IN":
        if m.ncprClient.IsRegistered(contact.Phone) {
            return "ncpr_registered"
        }
    case "US":
        if m.ftcClient.IsOnRegistry(contact.Phone) {
            return "ftc_dnc_registry"
        }
    }

    // Check opt-out history
    if m.hasOptedOut(contact.ID) {
        return "previous_optout"
    }

    return ""
}

// Real-time opt-out processing
func (m *DNCManager) ProcessOptOut(request OptOutRequest) error {
    // Add to internal DNC immediately
    err := m.db.Exec(`
        INSERT INTO dnc_list (phone_number, contact_id, opt_out_type, source, created_at)
        VALUES ($1, $2, $3, $4, NOW())
        ON CONFLICT (phone_number) DO UPDATE SET
            opt_out_type = EXCLUDED.opt_out_type,
            updated_at = NOW()
    `, request.PhoneNumber, request.ContactID, request.OptOutType, request.Source)

    if err != nil {
        return err
    }

    // Invalidate cache
    m.cache.Del(context.Background(), "dnc:"+request.PhoneNumber)

    // Notify all campaign systems
    m.broadcastOptOut(request)

    return nil
}

Consent Management

// Consent tracking and validation
type ConsentRecord struct {
    ContactID     string
    Purpose       string      // "marketing", "surveys", "product_updates"
    ConsentType   string      // "explicit", "implicit", "double_optin"
    ConsentMethod string      // "web_form", "verbal", "written", "sms"
    ConsentText   string      // Exact consent language shown
    Timestamp     time.Time
    ExpiresAt     *time.Time  // Some jurisdictions require renewal
    Withdrawn     bool
    WithdrawnAt   *time.Time
    IPAddress     string      // For web consent
    CallRecording string      // For verbal consent (recording URL)
}

func validateConsent(contactID string, purpose string, region string) (*ConsentRecord, error) {
    consent, err := db.GetConsent(contactID, purpose)
    if err != nil {
        return nil, fmt.Errorf("no consent record found")
    }

    // Check if consent is still valid
    if consent.Withdrawn {
        return nil, fmt.Errorf("consent withdrawn on %v", consent.WithdrawnAt)
    }

    // Check expiration (if applicable)
    if consent.ExpiresAt != nil && time.Now().After(*consent.ExpiresAt) {
        return nil, fmt.Errorf("consent expired on %v", consent.ExpiresAt)
    }

    // Region-specific validation
    switch region {
    case "EU":
        if consent.ConsentType != "explicit" {
            return nil, fmt.Errorf("explicit consent required for EU")
        }
    case "US":
        if consent.ConsentMethod == "verbal" && consent.CallRecording == "" {
            return nil, fmt.Errorf("verbal consent requires call recording")
        }
    }

    return consent, nil
}

Campaign Metrics

Key Performance Indicators

type CampaignMetrics struct {
    // Reach Metrics
    TotalContacts       int
    ContactsAttempted   int
    ContactsReached     int
    ReachRate           float64 // ContactsReached / ContactsAttempted

    // Engagement Metrics
    CallsAnswered       int
    AnswerRate          float64
    AvgCallDuration     time.Duration
    ListenThroughRate   float64 // % who listened to full message

    // Response Metrics
    PositiveResponses   int
    NegativeResponses   int
    CallbacksRequested  int
    ResponseRate        float64

    // Conversion Metrics
    Conversions         int
    ConversionRate      float64 // Conversions / ContactsReached
    RevenueGenerated    float64
    CostPerConversion   float64

    // Compliance Metrics
    OptOuts             int
    OptOutRate          float64
    Complaints          int
    ComplianceViolations int

    // Survey-Specific (if applicable)
    SurveyCompletions   int
    CompletionRate      float64
    AverageNPS          float64
}

func calculateCampaignMetrics(campaignID string) *CampaignMetrics {
    calls := db.GetCampaignCalls(campaignID)

    metrics := &CampaignMetrics{
        TotalContacts: len(calls),
    }

    var totalDuration time.Duration
    for _, call := range calls {
        metrics.ContactsAttempted++

        if call.Status == "answered" {
            metrics.CallsAnswered++
            metrics.ContactsReached++
            totalDuration += call.Duration

            switch call.Outcome {
            case "interested", "converted":
                metrics.PositiveResponses++
            case "not_interested":
                metrics.NegativeResponses++
            case "callback":
                metrics.CallbacksRequested++
            case "opt_out":
                metrics.OptOuts++
            }

            if call.Converted {
                metrics.Conversions++
                metrics.RevenueGenerated += call.ConversionValue
            }
        }
    }

    // Calculate rates
    if metrics.ContactsAttempted > 0 {
        metrics.ReachRate = float64(metrics.ContactsReached) / float64(metrics.ContactsAttempted)
        metrics.AnswerRate = float64(metrics.CallsAnswered) / float64(metrics.ContactsAttempted)
    }
    if metrics.ContactsReached > 0 {
        metrics.ConversionRate = float64(metrics.Conversions) / float64(metrics.ContactsReached)
        metrics.OptOutRate = float64(metrics.OptOuts) / float64(metrics.ContactsReached)
        metrics.ResponseRate = float64(metrics.PositiveResponses+metrics.NegativeResponses) / float64(metrics.ContactsReached)
    }
    if metrics.CallsAnswered > 0 {
        metrics.AvgCallDuration = totalDuration / time.Duration(metrics.CallsAnswered)
    }
    if metrics.Conversions > 0 {
        campaignCost := getCampaignCost(campaignID)
        metrics.CostPerConversion = campaignCost / float64(metrics.Conversions)
    }

    return metrics
}

Real-Time Dashboard

// Streaming metrics for live dashboards
type LiveCampaignStats struct {
    CampaignID        string    `json:"campaign_id"`
    ActiveCalls       int       `json:"active_calls"`
    CallsThisHour     int       `json:"calls_this_hour"`
    AnswerRateToday   float64   `json:"answer_rate_today"`
    ConversionsToday  int       `json:"conversions_today"`
    OptOutsToday      int       `json:"opt_outs_today"`
    LastUpdated       time.Time `json:"last_updated"`
}

func streamCampaignMetrics(campaignID string, ch chan<- LiveCampaignStats) {
    ticker := time.NewTicker(5 * time.Second)
    defer ticker.Stop()

    for range ticker.C {
        stats := LiveCampaignStats{
            CampaignID:       campaignID,
            ActiveCalls:      getActiveCalls(campaignID),
            CallsThisHour:    getCallsInWindow(campaignID, time.Hour),
            AnswerRateToday:  calculateTodayAnswerRate(campaignID),
            ConversionsToday: getTodayConversions(campaignID),
            OptOutsToday:     getTodayOptOuts(campaignID),
            LastUpdated:      time.Now(),
        }
        ch <- stats
    }
}

Benchmark Targets

Campaign Orchestration

Campaign Setup API

# Create a new marketing campaign
curl -X POST https://api.edesy.in/v1/campaigns \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Summer Sale 2025",
    "type": "promotional",
    "agent_id": "marketing_agent_v2",
    "schedule": {
      "start_date": "2025-06-01",
      "end_date": "2025-06-30",
      "calling_hours": {
        "start": "10:00",
        "end": "18:00",
        "timezone": "customer_local"
      },
      "days_of_week": ["monday", "tuesday", "wednesday", "thursday", "friday"],
      "calls_per_hour": 100,
      "max_attempts_per_contact": 3
    },
    "compliance": {
      "region": "IN",
      "scrub_dnc": true,
      "consent_required": true
    },
    "variables": {
      "campaignName": "Summer Sale",
      "offerDetails": "flat 30% off on all products",
      "promoCode": "SUMMER30",
      "offerExpiry": "June 30th"
    }
  }'

Upload Contact List

# Upload contacts with segmentation
curl -X POST https://api.edesy.in/v1/campaigns/camp_123/contacts \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "contacts": [
      {
        "phone": "+919876543210",
        "name": "Rahul Sharma",
        "email": "[email protected]",
        "segment": "high_value",
        "language": "hi-IN",
        "timezone": "Asia/Kolkata",
        "custom_variables": {
          "lastPurchase": "May 15, 2025",
          "customerSince": "2023"
        }
      }
    ],
    "dedupe": true,
    "validate_phones": true
  }'

Start Campaign

# Launch campaign with rate limiting
curl -X POST https://api.edesy.in/v1/campaigns/camp_123/start \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d '{
    "mode": "gradual",
    "ramp_up_minutes": 30,
    "initial_rate": 10,
    "target_rate": 100
  }'

Best Practices

1. Respect Customer Time

// Best calling windows by region and segment
var optimalCallingWindows = map[string]map[string]CallingWindow{
    "IN": {
        "professional": {Start: "10:00", End: "12:00", Days: []string{"Mon", "Tue", "Wed", "Thu"}},
        "homemaker":    {Start: "11:00", End: "13:00", Days: []string{"Mon", "Tue", "Wed", "Thu", "Fri"}},
        "senior":       {Start: "10:00", End: "11:30", Days: []string{"Mon", "Wed", "Fri"}},
    },
    "US": {
        "professional": {Start: "11:00", End: "13:00", Days: []string{"Tue", "Wed", "Thu"}},
        "consumer":     {Start: "17:00", End: "19:00", Days: []string{"Mon", "Tue", "Wed", "Thu"}},
    },
}

func getOptimalCallTime(contact *Contact) time.Time {
    window := optimalCallingWindows[contact.Region][contact.Segment]
    return findNextAvailableSlot(window, contact.Timezone)
}

2. Personalization

// Dynamic message personalization
func personalizeMessage(template string, contact *Contact, campaign *Campaign) string {
    // Basic variable replacement
    message := strings.ReplaceAll(template, "{{contactName}}", contact.FirstName)
    message = strings.ReplaceAll(message, "{{companyName}}", campaign.CompanyName)

    // Segment-specific messaging
    switch contact.Segment {
    case "high_value":
        message = strings.ReplaceAll(message, "{{exclusiveOffer}}", "as one of our VIP customers")
    case "at_risk":
        message = strings.ReplaceAll(message, "{{exclusiveOffer}}", "we miss you and wanted to share")
    default:
        message = strings.ReplaceAll(message, "{{exclusiveOffer}}", "we have something special")
    }

    // Time-aware greetings
    hour := time.Now().In(contact.Timezone).Hour()
    var greeting string
    switch {
    case hour < 12:
        greeting = "Good morning"
    case hour < 17:
        greeting = "Good afternoon"
    default:
        greeting = "Good evening"
    }
    message = strings.ReplaceAll(message, "{{greeting}}", greeting)

    return message
}

3. Graceful Exit Strategies

## Exit Scenarios

### Immediate Opt-Out Request
Customer: "Don't call me again" / "Remove me from your list"
Response: "Absolutely, I've removed you from our list. My apologies for the inconvenience. Have a great day!"
Action: Call opt_out_customer immediately, end call.

### Busy Customer
Customer: "I'm busy right now"
Response: "No problem! Would tomorrow around the same time work better, or would you prefer I don't call back?"
Action: If callback requested, schedule. If not, mark as "not_interested" and respect decision.

### Not the Right Person
Customer: "I'm not the right person for this"
Response: "My apologies! Could you point me to the right person, or would you prefer I don't call this number?"
Action: If referral given, note it. Otherwise, mark as "wrong_contact".

### Hostile Customer
Customer: [Angry/abusive]
Response: "I sincerely apologize for any inconvenience. I'll make sure you're not contacted again. Have a good day."
Action: Opt-out immediately, flag for review, end call gracefully.

4. A/B Testing

{
  "campaign": {
    "id": "summer_promo_2025",
    "ab_test": {
      "enabled": true,
      "variants": [
        {
          "id": "control",
          "weight": 34,
          "greeting": "Hi {{contactName}}! This is {{agentName}} from {{companyName}} with a special offer for you."
        },
        {
          "id": "urgency",
          "weight": 33,
          "greeting": "Hi {{contactName}}! This is {{agentName}} from {{companyName}}. I'm calling because we have a limited-time offer ending this week."
        },
        {
          "id": "social_proof",
          "weight": 33,
          "greeting": "Hi {{contactName}}! This is {{agentName}} from {{companyName}}. Thousands of customers are loving our summer sale - wanted to make sure you knew about it."
        }
      ],
      "success_metric": "conversion_rate",
      "minimum_sample_size": 1000,
      "statistical_significance": 0.95
    }
  }
}

5. Frequency Capping

// Prevent contact fatigue
type FrequencyCapConfig struct {
    MaxCallsPerDay    int           // Default: 1
    MaxCallsPerWeek   int           // Default: 3
    MaxCallsPerMonth  int           // Default: 6
    MinDaysBetweenCalls int         // Default: 2
    CooldownAfterOptOut time.Duration // Default: forever
}

func canContactToday(contactID string, config FrequencyCapConfig) (bool, string) {
    // Check daily cap
    callsToday := db.GetCallCountToday(contactID)
    if callsToday >= config.MaxCallsPerDay {
        return false, "daily_cap_reached"
    }

    // Check weekly cap
    callsThisWeek := db.GetCallCountThisWeek(contactID)
    if callsThisWeek >= config.MaxCallsPerWeek {
        return false, "weekly_cap_reached"
    }

    // Check minimum days between calls
    lastCall := db.GetLastCallTime(contactID)
    if lastCall != nil {
        daysSinceLastCall := time.Since(*lastCall).Hours() / 24
        if daysSinceLastCall < float64(config.MinDaysBetweenCalls) {
            return false, "too_soon_since_last_call"
        }
    }

    return true, ""
}

6. Quality Monitoring

// Automated quality checks
type QualityMetrics struct {
    SentimentScore    float64 // -1 to 1
    ComplianceScore   float64 // 0 to 100
    ScriptAdherence   float64 // 0 to 100
    CustomerSatisfaction float64 // 1 to 5
}

func analyzeCallQuality(callID string) *QualityMetrics {
    transcript := getTranscript(callID)

    metrics := &QualityMetrics{}

    // Sentiment analysis
    metrics.SentimentScore = nlp.AnalyzeSentiment(transcript)

    // Compliance check
    metrics.ComplianceScore = checkComplianceInTranscript(transcript)

    // Script adherence
    metrics.ScriptAdherence = compareToScript(transcript, expectedScript)

    // Flag calls that need review
    if metrics.SentimentScore < -0.3 || metrics.ComplianceScore < 80 {
        flagForReview(callID, metrics)
    }

    return metrics
}

Next Steps

• Outbound Sales - Sales-focused campaigns
• Lead Qualification - Qualify marketing leads
• Function Calling - Tool integration
• Webhooks - Campaign event handling
• Multi-Language Support - Regional campaigns