Create and configure automated calling campaigns to efficiently reach multiple leads with your AI assistant.

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Prerequisites

Before creating a campaign, ensure you have:
  • AI assistant configured for outbound calls
  • Phone number assigned to your assistant
  • Account balance sufficient for call costs
  • Leads ready to import or add manually

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Campaign Setup

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1. Basic Information

Campaign Name: Choose a descriptive name for easy identification Assistant Selection: Select which AI assistant will make the calls
The assistant’s configuration (voice, prompt, tools) will be used for all campaign calls.

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2. Scheduling Configuration

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Allowed Calling Hours

Set when your campaign can make calls:
  • Start time: Earliest time to begin calling (default: 00:00)
  • End time: Latest time to stop calling (default: 23:59)
  • Timezone: Uses assistant’s configured timezone

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Allowed Days

Select which days of the week to make calls:
  • Default: Monday through Sunday
  • Business only: Monday through Friday
  • Custom: Choose specific days
Recommendation: For business calls, use Monday-Friday 9:00 AM - 6:00 PM in the prospect’s timezone.

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3. Retry Settings

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Basic Retry Options

  • Max retries: 1-5 attempts for unanswered calls (default: 3)
  • Retry interval: 10-4320 minutes between attempts (default: 60 minutes)

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Advanced Retry Conditions

Retry on Voicemail:
  • Enabled: Continue calling until human answers
  • Disabled: Count voicemail as attempted contact
Retry Until Goal Completed:
  • Enabled: Keep calling until objective is achieved
  • Goal variable: Select boolean variable from assistant’s post-call schema
  • Use case: Sales calls, appointment booking, lead qualification
Goal-based retry requires your assistant to have post-call variables configured with boolean fields (true/false).

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4. Lead Management

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Adding Leads

Manual Entry:
  • Add individual leads with phone numbers
  • Include names and additional contact information
CSV Import:
  • Upload spreadsheet with lead information
  • Required: Phone number column
  • Optional: Name, email, additional fields
Integration Import:
  • Import from GoHighLevel, Google Sheets, or other connected platforms
  • Automatic sync with external lead sources

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Secondary Contacts

Add additional phone numbers for the same lead:
  • Use case: Multiple decision-makers, backup contacts
  • Logic: Campaign will try all numbers for each lead
  • Status: Independent tracking for each contact

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Starting Your Campaign

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Pre-launch Checklist

  • Assistant has phone number configured
  • Sufficient account balance
  • Leads added with valid phone numbers
  • Schedule configured appropriately
  • Retry logic matches campaign goals

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Launch Process

  1. Review settings one final time
  2. Click “Start Campaign” to begin
  3. Monitor progress in campaign dashboard
  4. Adjust settings if needed (pause campaign first)

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Campaign Monitoring

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Real-time Status

  • Calls in progress: Currently active calls
  • Calls completed: Finished calls with outcomes
  • Leads remaining: Contacts still to be called
  • Next call time: When next call will be made

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Monitoring Progress

Track lead status and call results in the campaign dashboard. See Campaign Overview for detailed status explanations.

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Managing Active Campaigns

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Pausing a Campaign

  • Immediate stop: Current call completes, no new calls start
  • Resume capability: Can restart without losing progress
  • Use cases: Adjust settings, review results, temporary pause

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Modifying Settings

  1. Pause the campaign first
  2. Edit configuration as needed
  3. Save changes
  4. Resume campaign to continue with new settings

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Adding More Leads

  • Add to active campaign: New leads join existing retry queue
  • Import additional contacts: CSV or integration import
  • Secondary contacts: Add backup numbers for existing leads

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Best Practices

  • Conservative scheduling: Business hours, respect time zones
  • Start with 2-3 retries: Monitor and adjust based on feedback
  • Clean lead data: Valid numbers, remove duplicates
  • Compliance: Follow local regulations and opt-out requests
For troubleshooting common issues, see Campaign Troubleshooting.