> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetzy.es/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaigns

> Schedule and manage mass calling campaigns to contact segments

# 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:

| Component   | Description                           |
| ----------- | ------------------------------------- |
| 🤖 Agent    | The AI agent that will make the calls |
| 👥 Segment  | The group of contacts to call         |
| ⏰ Schedule  | When calls should be made             |
| ⚙️ Settings | Call limits, retries, and more        |

## Creating a Campaign

<Steps>
  <Step title="Select Agent">
    Choose which AI agent will handle the calls.
  </Step>

  <Step title="Choose Segment">
    Select the contact segment to target.
  </Step>

  <Step title="Configure Schedule">
    Set when calls should be made.
  </Step>

  <Step title="Set Options">
    Configure call limits and retry rules.
  </Step>

  <Step title="Launch">
    Start or schedule the campaign.
  </Step>
</Steps>

## 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

| Option            | Description                    |
| ----------------- | ------------------------------ |
| Start Immediately | Begin calling right away       |
| Schedule Start    | Set a specific start date/time |
| Calling Hours     | Limit calls to specific hours  |
| Time Zone         | Define which time zone to use  |

<Tip>
  Set appropriate calling hours based on your contacts' time zones. Calling during business hours improves answer rates.
</Tip>

### Call Settings

| Setting          | Description                        |
| ---------------- | ---------------------------------- |
| Calls per Hour   | Maximum calls to make per hour     |
| Max Attempts     | How many times to try each contact |
| Retry Delay      | Time between retry attempts        |
| Concurrent Calls | Maximum simultaneous calls         |

## Campaign Status

| Status       | Description                         |
| ------------ | ----------------------------------- |
| 🟡 Draft     | Campaign configured but not started |
| 🟢 Active    | Campaign is currently running       |
| ⏸️ Paused    | Campaign temporarily stopped        |
| ✅ Completed  | All contacts have been called       |
| 🔴 Cancelled | Campaign was stopped                |

## Managing Campaigns

### Starting a Campaign

1. Review all settings
2. Click **Launch Campaign**
3. Confirm the start
4. Campaign begins processing contacts

### Pausing a Campaign

1. Click **Pause** on an active campaign
2. Active calls complete, new calls stop
3. Resume anytime with **Resume**

### Cancelling a Campaign

1. Click **Cancel** or **Stop**
2. Confirm the cancellation
3. Campaign cannot be restarted (create a new one)

## Campaign Progress

Monitor your campaign in real-time:

| Metric         | Description                   |
| -------------- | ----------------------------- |
| 📊 Total       | Total contacts in segment     |
| ✅ Completed    | Successfully called contacts  |
| ⏳ Pending      | Contacts waiting to be called |
| ❌ Failed       | Calls that couldn't complete  |
| 🔄 In Progress | Currently active calls        |

## Call Results

For each contact, track:

| Result    | Description                              |
| --------- | ---------------------------------------- |
| Answered  | Contact picked up, conversation occurred |
| No Answer | No one answered the call                 |
| Busy      | Line was busy                            |
| Voicemail | Call went to voicemail                   |
| Failed    | Technical error prevented the call       |
| Completed | Call finished with a result              |

## Retry Logic

### Automatic Retries

When a call fails or goes unanswered:

1. Wait for the configured retry delay
2. Attempt the call again
3. Continue until max attempts reached
4. Mark as failed after all attempts exhausted

### Retry Settings

| Setting      | Recommendation       |
| ------------ | -------------------- |
| Max Attempts | 2-3 attempts         |
| Retry Delay  | 30 minutes - 2 hours |
| Time of Day  | Vary retry times     |

## Campaign Analytics

After a campaign completes:

| Metric           | Description                          |
| ---------------- | ------------------------------------ |
| Answer Rate      | Percentage of calls answered         |
| Conversion Rate  | Successful outcomes / Total answered |
| Average Duration | Mean call length                     |
| Best Times       | Hours with highest answer rates      |

## Best Practices

<CardGroup cols={2}>
  <Card title="Test First" icon="flask">
    Run a small test campaign before launching to thousands.
  </Card>

  <Card title="Respect Hours" icon="clock">
    Only call during appropriate business hours.
  </Card>

  <Card title="Monitor Progress" icon="chart-line">
    Check campaign progress regularly for issues.
  </Card>

  <Card title="Segment Well" icon="layer-group">
    Smaller, targeted segments perform better.
  </Card>
</CardGroup>

## Compliance Considerations

<Warning>
  Ensure your campaigns comply with local regulations (TCPA in US, GDPR in EU). Only call contacts who have consented to receive calls.
</Warning>

### Compliance Checklist

* ✅ Contacts have opt-in consent
* ✅ Calling during permitted hours
* ✅ Providing opt-out option
* ✅ Honoring do-not-call requests
* ✅ Keeping consent records

## Troubleshooting

| Issue                | Solution                                         |
| -------------------- | ------------------------------------------------ |
| Low answer rate      | Adjust calling hours, check caller ID reputation |
| High failure rate    | Verify phone numbers, check agent phone health   |
| Slow progress        | Increase concurrent calls or calls per hour      |
| Campaign won't start | Ensure agent has active phone number             |

## Next Steps

<CardGroup cols={2}>
  <Card title="Segments" icon="layer-group" href="/crm/segments">
    Create targeted segments for your campaigns.
  </Card>

  <Card title="Phone Health" icon="heart-pulse" href="/agents/phone-health">
    Monitor your phone number reputation.
  </Card>
</CardGroup>