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Overview

The Campaigns section is where you set up and run outbound calling campaigns, then track how they performed. From here you can:
  • Create a campaign with an AI Agent
  • Select contacts (or upload a CSV inside the campaign flow)
  • Launch immediately or schedule for later
  • Monitor progress and outcomes
  • Review performance in Campaigns Analytics
To open Campaigns directly: Click here to go to Campaigns
Campaigns page showing campaign cards, Filters, Create Campaign button, and filter fields like Status and Date Range

Screenshot: Your campaigns list, where you can filter, create new campaigns, and open a campaign to view details.

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Create a campaign

Click Create Campaign to open the campaign setup panel.

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1) Basic information

Fill in:
  • Campaign Name (required)
  • AI Agent (required)
Important: The UI warns that the agent should have a number assigned during campaign execution. If the agent can’t place calls, the campaign won’t work properly.

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2) Select contacts

In Select Contacts, you can:
  • Search contacts using Search contacts…
  • Narrow the list with Filters
  • Select one or multiple contacts using the checkboxes
  • Navigate large lists using pagination
  • Use Upload CSV if you want to bring contacts into this campaign from a file
Tip: 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 be asked to map columns before continuing. Typical fields include:
  • Phone (required)
  • Name (optional)
  • Email (optional)
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 how and when the campaign runs:
  • Launch Now: starts immediately.
  • Schedule for Later: lets you set:
    • Start Time
    • End Time
    • Timezone
You can also enable Follow-up Calls to automatically retry calls for contacts who didn’t answer or were busy.
Important: Follow-up behavior can vary by workspace settings. If you’re not sure how retries work in your account, run a small test campaign first.

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Manage campaigns

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Filter and find campaigns

Use the filter bar to narrow down what you see, for example:
  • Search by Campaign ID or Name
  • Filter by Status
  • Limit results by Date Range
  • Toggle Show Deleted to view deleted campaigns (if available in your account)

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View campaign details

Click View on a campaign card to open its details. Inside, you can typically see:
  • Campaign progress
  • Counters (e.g., in progress, busy, no answer, completed, failed)
  • A contact-level table with statuses and outcomes
  • A Refresh option to update results

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Delete a campaign (permanent)

Campaign cards may include a delete (trash) icon. When you delete a campaign:
  • You’ll see a confirmation modal
  • You may be required to type DELETE to confirm
Important: Deleting a campaign is a permanent action and cannot be undone.

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Campaigns Analytics

Switch to Campaigns Analytics to understand how campaigns performed over time.

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What you can review

In the analytics overview, you can typically review metrics like:
  • Total calls
  • Average call duration
  • Usage
  • Appointments
  • Detection and success rates
  • Trends and breakdowns (volume over time, outcomes, key metrics)
Campaigns Analytics overview showing summary metric cards and charts such as call volume and outcomes

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