Campaigns enable you to automate calls to multiple leads using your AI assistant. Set up scheduling, retry logic, and lead management to run efficient outbound calling operations.

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What is a Campaign?

A campaign is an automated system that calls multiple leads on your behalf using a configured AI assistant. Each campaign includes:

Lead Management

Primary and secondary contacts for comprehensive outreachImport leads from CSV, integrations, or add manually

Scheduling Control

Time and day restrictions to respect customer preferencesSet allowed calling hours and days of the week

Retry Logic

Intelligent retry system for unanswered callsConfigure retry attempts, intervals, and conditions

Goal Tracking

Success measurement with completion variablesTrack campaign objectives and lead conversion

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Campaign Status

Campaign is being configured but not yet active. Add leads and configure settings.
Campaign is actively making calls according to your schedule and retry settings.
Campaign is temporarily stopped. Can be resumed without losing progress.
All leads have been successfully contacted or marked complete.

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Key Features

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Scheduling & Timing

  • Allowed calling hours: Set start and end times (e.g., 9:00 AM - 6:00 PM)
  • Allowed days: Choose specific days of the week for calling
  • Timezone support: Uses assistant’s configured timezone
  • Call window validation: System automatically respects time restrictions

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Retry System

  • Max retries: 1-5 attempts for unanswered calls (default: 3)
  • Retry interval: 10-4320 minutes between attempts (default: 60 minutes)
  • Retry on voicemail: Continue calling until human answers
  • Goal-based retry: Keep calling until objective is achieved (requires post-call variables with boolean type)

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Lead Types

  • Primary leads: Main contacts imported or added to campaign
  • Secondary contacts: Additional contacts linked to primary leads
  • Lead status tracking: Monitor call progress and outcomes

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Requirements

Before starting a campaign:
Phone Number Required: Your assistant must have a phone number configured for outbound calls.
  • Configured AI assistant with outbound calling capability
  • Sufficient account balance for call costs
  • Leads added to the campaign (manual, import, or integration)
  • Valid phone numbers for all leads

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Quick Start

  1. Create Campaign: Choose a name and select your AI assistant
  2. Set Schedule: Define allowed calling hours and days
  3. Configure Retries: Set retry attempts and intervals
  4. Add Leads: Import from CSV or add manually
  5. Start Campaign: Click start when ready to begin calling
For detailed setup instructions, see Creating a Campaign.

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Campaign Monitoring

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Lead Status Tracking

Monitor individual lead progress through the campaign:
  • Created: Ready to be called
  • Scheduled: Queued for next call attempt
  • Processing: Currently being called
  • Completed: Successfully contacted or goal achieved
  • Rescheduled: Scheduled for retry attempt
  • Max Retries: Reached maximum retry attempts
Manual lead management: You can change lead status in the leads table:
  • Set to “Created”: Reset lead to be called again
  • Set to “Completed”: Mark lead as finished to stop calling

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Call Results

Individual call outcomes with detailed status:
  • Initiated: Call started
  • Ringing: Phone is ringing
  • In Progress: Call connected and active
  • Completed: Call finished successfully
  • Busy: Line was busy
  • Unanswered: No one answered
  • Failed: Technical issue prevented call

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Troubleshooting

Campaign won’t start:
  • Check if assistant has phone number configured
  • Verify sufficient account balance
  • Ensure leads are added to campaign
No calls being made:
  • Wait 10-15 minutes after starting - campaigns take time to initialize
  • Check if current time is within allowed calling hours
  • Verify allowed days include current day
  • Confirm leads have valid phone numbers
Too many/few retries:
  • Adjust max retries setting (1-5 attempts)
  • Modify retry interval (10-4320 minutes)
  • Review retry conditions (voicemail, goal completion)
Best Practice: Start with conservative retry settings and adjust based on campaign performance and customer feedback.
For detailed troubleshooting guidance, see Campaign Troubleshooting.