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

Go to Campaigns in the sidebar
Click New Campaign
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:

Option	Description
Select Existing List	Choose a previously uploaded contact list
Upload New Contacts	Upload a CSV file and create a new contact list

See CSV Upload & Variables for file format details.

Step 4: Select Phone Numbers

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

Setting	Description
Single Number	All calls made from one number
Multiple Numbers	Calls distributed across numbers
Distribution Strategy	Round-robin or least-used

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

Step 5: Configure Settings

Setting	Description	Default
Max Parallel Calls	Maximum simultaneous calls	5
Retry Attempts	Times to retry failed calls	2
Retry Delay	Minutes between retries	30
Rate Limit	Calls per minute per credential	10

See Scheduling & Retry Logic for advanced configuration.

Step 6: Review and Launch

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

Campaign Statuses

Status	Description	Available Actions
DRAFT	Campaign created, not started	Start, Schedule, Edit, Delete
SCHEDULED	Waiting for scheduled start time	Unschedule (back to DRAFT), Delete
RUNNING	Actively making calls	Pause
PAUSED	Temporarily stopped mid-execution	Resume, Cancel
COMPLETED	All contacts processed	View Analytics, Duplicate
CANCELLED	Manually stopped before completion	View Analytics, Duplicate

Campaign Actions

Action	From Status	Description
Start	DRAFT	Begin calling immediately
Schedule	DRAFT	Set future start time
Unschedule	SCHEDULED	Revert to DRAFT
Pause	RUNNING	Stop calls, can resume
Resume	PAUSED	Continue calling
Cancel	PAUSED	Stop permanently
Duplicate	Any (except RUNNING)	Create copy of campaign
Delete	DRAFT, SCHEDULED	Permanently remove

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

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