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CampaignsWhat are Campaigns?

What are Campaigns?

Campaigns let you organize and manage calls at scale. Whether you’re handling incoming calls for a promotion or making outbound calls to follow up with customers, campaigns give you full control over how, when, and who your AI agent calls.

Campaign Types

TypeDirectionDescription
Inbound CallIncomingGroup and track incoming calls for a specific purpose (e.g., a marketing promotion or seasonal offer)
Outbound CallOutgoingYour AI agent calls a list of contacts automatically (e.g., appointment reminders, follow-ups, surveys)

When to Use Campaigns

Inbound campaigns are useful when you want to:

  • Track calls from a specific marketing channel
  • Assign a dedicated phone number and agent to a promotion
  • Monitor performance for a specific initiative

Outbound campaigns are useful when you want to:

  • Remind customers about upcoming appointments
  • Follow up after a service or consultation
  • Run customer satisfaction surveys
  • Reach out about promotions or new offerings

Campaign Lifecycle

Every campaign goes through these statuses:

StatusDescription
DraftCampaign is being set up. Not active yet
RunningCampaign is live — calls are being made or received
PausedCampaign is temporarily stopped. Can be resumed
CompletedAll contacts have been reached or the campaign end date has passed
CancelledCampaign was permanently stopped before completion
Draft → Running → Paused → Running → Completed → Cancelled

What You’ll See

For each campaign, your dashboard shows:

  • Total contacts — How many people are in the campaign
  • Completed calls — How many contacts have been successfully reached
  • Successful calls — Calls where the goal was achieved
  • Failed calls — Calls that didn’t connect or didn’t achieve the goal
  • Progress — A visual indicator of how far along the campaign is

Next Steps

Ready to create your first campaign? Creating a Campaign →

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