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Overview

The Campaigns section is where you set up and run outbound calling campaigns, then track how they performed. You’ll find it in the left menu, under Telephony (open it here). From here you can:
  • Create a campaign with an AI Agent.
  • Select contacts, or upload a CSV inside the campaign.
  • Launch it now or schedule it for later.
  • Turn on follow-up calls for unanswered or busy contacts.
  • Monitor progress and results for each contact.
  • Review performance in Campaigns Analytics.
Campaigns tab with the Filters panel open (Campaign ID or Name, Status, Date Range, Show Deleted), the Create Campaign button, and an example campaign card with the Waiting status, its agent, 2 contacts, Scheduled, and the View and Launch Now buttons

Screenshot: your campaigns list, with the filters open and one scheduled campaign.

If you don’t have any campaigns yet, the page shows No Campaigns and a + Create Campaign button.

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Create a campaign

Video: Create Campaign → name, agent, and contacts → Schedule for Later → Follow-up Calls → the scheduled campaign in the list.

Click + Create Campaign to open the Create Campaign panel.

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1) Basic information

Fill in:
  • Campaign Name (required).
  • AI Agent (required). You can type to search your agents.
As the panel warns, make sure the agent always has a number assigned during campaign execution. Otherwise, it will not work properly. If it has no number, you’ll see This agent has no number assigned to it and the campaign won’t be created. See Connect Your Number.

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2) Select contacts

In Select Contacts, you can:
  • Search with Search contacts….
  • Narrow the list with Filters (the same advanced filters as in Contacts).
  • Select contacts with the checkboxes. The header checkbox selects all of them.
  • Use Upload CSV to bring contacts into the campaign from a file.
At the bottom of the panel you’ll see how many are selected (for example, 2 Contacts Selected).
Create Campaign panel with Campaign Name, AI Agent, the warning about the agent's number, Select Contacts with two example contacts selected, and the Launch Now and Schedule for Later options

Screenshot: the Create Campaign panel with the name, the agent, and the selected contacts.

If your contacts are already in a spreadsheet, export them as a .csv file before uploading.

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3) Map columns (when uploading CSV)

If you upload a CSV, you’ll map its columns before continuing, as in Contacts:
  • Phone (required)
  • Name
  • Email
Common mistake: Not mapping Phone. The campaign can’t add contacts without a phone number.

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4) Launch options

Under Launch Options, choose when the campaign runs:
  • Launch Now: starts immediately.
  • Schedule for Later: lets you set:
    • Start Time: the scheduled campaign will start at this time.
    • End Time: if the current time has passed the end time, the campaign is paused until the next day.
    • Timezone.
Then click Launch (or Schedule if you chose Schedule for Later). You’ll see Campaign scheduled successfully, and the campaign appears in the list.

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Follow-up Calls

Turn on Follow-up Calls to automatically retry calls to contacts who didn’t answer or were busy. Then set:
  • Number of Follow-up Attempts: from 1 to 10.
  • Retry Intervals (in minutes): one field per attempt (Follow-up #1, Follow-up #2…), counted from the previous attempt. By default: 120, 1440, and 4320 minutes.
The Summary shows the result in plain words (for example, after 2 hours, then after 1 day, then after 3 days).
Follow-up Calls and the agent’s Call Retry can be on at the same time. Voicemail uses Call Retry; busy or unanswered calls use Follow-up Calls. In Custom Stack agents, busy or unanswered campaign calls don’t schedule follow-ups yet. In Ultra-low latency and Premium Voice agents they do, if Follow-up Calls is on.
Follow-up Calls turned on, with Number of Follow-up Attempts 3, Retry Intervals of 120, 1440 and 4320 minutes, the Summary, and the Cancel and Schedule buttons

Screenshot: follow-up calls with three retries.

Run a small test campaign first (5–10 contacts) to check that your agent, script, and retries work as expected.

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Manage campaigns

Video: Filters → View → Campaign Details → the ⋮ menu with Edit and Delete.

Each campaign card shows its name, its status (for example, Waiting), the agent, the number of contacts, and whether it’s Scheduled. It has a View button and, while it hasn’t started, a Launch Now button to start it right away.

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Filter and find campaigns

Click Filters to show the filter bar:
  • Campaign ID or Name.
  • Status: Waiting, Running, Completed, Failed, Paused, Delayed, or Stopped.
  • Date Range: Today, Yesterday, Last 7 Days, Last 30 Days, This Week, This Month, Last Month, or Custom Range.
  • Show Deleted: also shows deleted campaigns.

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View campaign details

Click View on a campaign card to open Campaign Details:
  • The campaign name, its agent, and a Refresh button to update results.
  • Campaign Progress, with a percentage and counters: Total, In Progress, Busy, No Answer, Opted Out, Completed, and Failed.
  • A table with each contact’s Name, Email, Phone, Status (for example, Not Started), and Outcome.
  • Whether the campaign is Scheduled and uses Follow-up Calls, and the Schedule Details (start time, end time, and timezone).
Campaign Details panel with the campaign name and agent, Refresh, Campaign Progress at 0% with the Total, In Progress, Busy, No Answer, Opted Out, Completed and Failed counters, the contacts table with Not Started status, and the Scheduled and Follow-up Calls labels

Screenshot: the details of a scheduled campaign that hasn’t started yet.

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Edit a campaign

Click the ⋮ menu on the card and choose Edit. The Edit Campaign panel has the same fields as when you created it: name, agent, contacts, launch options, and follow-up calls.

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Delete a campaign (permanent)

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Click the ⋮ menu on the card and choose Delete.
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In Delete Campaign, type DELETE to confirm and click Delete.
If the campaign is scheduled, it won’t make the scheduled calls.
Deleting a campaign is a permanent action and cannot be undone.

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Campaigns Analytics

Switch to the Campaigns Analytics tab to see how your campaigns performed. Use the selector at the top right to view All campaigns or a single one, and the refresh button to update the data.

Video: the Analytics Overview from the summary cards down to the charts.

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What you can review

Analytics Overview includes:
  • Summary cards: Total Calls, Average Call Duration, Total Usage, Total Events, AMD Detection Rate (how often an answering machine was detected), and Success Rate.
  • Connected Calls Volume: call activity over time, with the total, the average per day, and the peak day.
  • Appointments by Hour: scheduled appointments and the peak appointment hour.
  • Call Outcomes and Key Metrics for the selected period.
Campaigns Analytics with the Analytics Overview, the campaign selector set to All, and the Total Calls, Average Call Duration, Total Usage, Total Events, AMD Detection Rate and Success Rate cards

Screenshot: Campaigns Analytics overview, where you can review performance metrics and trends.