Campaigns
Campaigns allow you to schedule mass outbound calls to segments of contacts. Your AI agents will automatically call each contact in the segment based on your configuration.What is a Campaign?
A campaign connects:Creating a Campaign
1
Select Agent
Choose which AI agent will handle the calls.
2
Choose Segment
Select the contact segment to target.
3
Configure Schedule
Set when calls should be made.
4
Set Options
Configure call limits and retry rules.
5
Launch
Start or schedule the campaign.
Campaign Settings
Agent Selection
- Choose from your active agents
- Agent must have an assigned phone number
- Outbound greeting is used for these calls
Segment Selection
- Select from available segments
- View contact count before launching
- Contacts without phone numbers are skipped
Schedule Options
Call Settings
Campaign Status
Managing Campaigns
Starting a Campaign
- Review all settings
- Click Launch Campaign
- Confirm the start
- Campaign begins processing contacts
Pausing a Campaign
- Click Pause on an active campaign
- Active calls complete, new calls stop
- Resume anytime with Resume
Cancelling a Campaign
- Click Cancel or Stop
- Confirm the cancellation
- Campaign cannot be restarted (create a new one)
Campaign Progress
Monitor your campaign in real-time:Call Results
For each contact, track:Retry Logic
Automatic Retries
When a call fails or goes unanswered:- Wait for the configured retry delay
- Attempt the call again
- Continue until max attempts reached
- Mark as failed after all attempts exhausted
Retry Settings
Campaign Analytics
After a campaign completes:Best Practices
Test First
Run a small test campaign before launching to thousands.
Respect Hours
Only call during appropriate business hours.
Monitor Progress
Check campaign progress regularly for issues.
Segment Well
Smaller, targeted segments perform better.
Compliance Considerations
Compliance Checklist
- ✅ Contacts have opt-in consent
- ✅ Calling during permitted hours
- ✅ Providing opt-out option
- ✅ Honoring do-not-call requests
- ✅ Keeping consent records
Troubleshooting
Next Steps
Segments
Create targeted segments for your campaigns.
Phone Health
Monitor your phone number reputation.