​
Overview

Think of a campaign as the engine of your outreach. It decides who gets called, when, and by which agent. Once set up, it runs on its own and gives you detailed feedback on every call. Here’s how to go from zero to a running campaign in a few minutes.

​
Steps

​
1. Make Sure You’re Ready

Before clicking New Campaign, check these basics:
  • You need at least one number in Numbers. That’s what shows up as the caller ID.
  • You need an available AI agent.
  • You need a list of people to call — either uploaded as a CSV/Excel file or already saved in Contacts.
  • If you want recordings or transcripts, the agent must have Record Calls turned on.

​
2. Start a New Campaign

Open Campaigns from the left menu and hit New Campaign. Give it a name your team will instantly recognize — something like September Outreach – West Region. Add a quick description if you want to remind everyone of the goal. Next, assign the AI Agent. The caller ID will be your active number (you can change that in Numbers before starting).

​
3. Load Your Contacts

Now decide who gets called. Two options:
  • Pick from existing Contacts. You can filter and select just the ones you need.
  • Or upload a CSV/Excel. The only required column is Phone. Everything else (name, company, etc.) is optional.
Tip: If your numbers don’t have the international prefix, set the country and the system will add it automatically (e.g. +1 for US).

​
4. Define the Rules

This is where you control how the campaign behaves:
  • Pick the days and hours calls are allowed, and the right time zone.
  • Decide how many times to retry each contact, and how long to wait between attempts.
  • If your plan supports pacing, adjust it to balance agent workload and call volume.
  • Double-check that call recording is enabled if you’ll need transcripts or data later.

​
5. Launch the Campaign

You’ll see a summary: agent, caller ID, contact count, schedule. Read through it carefully — it’s easier to catch mistakes now than mid-campaign. When everything looks good, click Start. The status changes to Running. You can pause it anytime to tweak settings, or stop it completely.

​
6. Monitor and Learn

As the campaign runs, the dashboard shows you:
  • How many calls were attempted
  • How many connected
  • How many failed
Click into any call to review details: listen to the audio, read the transcript, and check extracted insights. This feedback is gold for improving your scripts and targeting next time.

​
Troubleshooting

  • No active number → Go to Numbers and assign one.
  • No valid phone number found → Check your CSV. Add country prefix if missing.
  • Missing recordings or transcripts → Make sure the agent had Record Calls enabled before launch.