Creating a Campaign

Name & Type

Give your campaign a name and choose the type:

• Name — A descriptive name (e.g., “January Follow-ups”, “Spring Promotion”)
• Description — Optional notes about the campaign’s purpose
• Type — Choose Inbound Call or Outbound Call

Assignment

Choose which business, agent, and phone number(s) to use:

• Business — Select which business this campaign is for
• Agent — Pick the AI agent that will handle calls
• Phone Number(s) — Assign one or more phone numbers to the campaign

Tools Configuration

Choose which tools your AI agent can use during campaign calls:

• Schedule appointments
• Send SMS messages
• Look up customer information
• Create CRM contacts
• And more

You can enable or disable individual tools depending on the campaign’s purpose. For example, a survey campaign might not need appointment scheduling.

Schedule & Settings (Outbound Only)

For outbound campaigns, configure when and how calls are made:

Schedule:

• Start date and End date — When the campaign runs
• Timezone — The timezone for scheduling (default: America/New_York)
• Active days — Which days of the week to make calls (e.g., Monday through Friday)
• Start time and End time — Calling hours (e.g., 9:00 AM to 5:00 PM)

Call limits:

• Max calls per day — Maximum number of calls to make each day (1–10,000, default: 100)
• Max concurrent calls — How many calls can run at the same time (1–100, default: 5)

Retry settings:

• Retry attempts — How many times to retry if a contact doesn’t answer (0–10, default: 2)
• Retry delay — How long to wait between retries in minutes (1–1,440, default: 60)

Custom prompt — Optional instructions to customize how your agent handles calls in this campaign. This overrides the agent’s default behavior for these calls.

Add Contacts

Add the people your campaign will call. See Campaign Contacts for details on adding contacts manually or importing from CSV.