Creating Campaigns
Set up and launch outbound calling campaigns at scale.
Campaigns let you automatically dial a list of contacts with your deployed voice agent. Configure concurrency, retry logic, voicemail handling, and scheduling — then let the system do the work.
Compliance reminder: You are responsible for having prior consent before calling contacts. See our Terms of Service for TCPA compliance requirements.
Campaign Wizard
Navigate to Campaigns → New Campaign to start the 5-step wizard:
Step 1: Setup
- Campaign name — descriptive name for tracking
- Agent — select your deployed voice agent
- Phone number — which number to call from
Step 2: Add Contacts
Two methods:
Upload CSV: Upload a file with columns for phone number, name, email, company, and any custom fields. The system auto-detects common column names.
Select from Contacts: Pick existing contacts from your CRM database. Search by name, filter by tags or disposition.
Step 3: Field Mapping
- Map CSV columns to contact fields (phone, name, email, company)
- If your agent uses dynamic variables (e.g.,
{{appointment_type}}), map them to CSV columns or contact custom fields here - Toggle the "Variable" switch to inject values into each call
Step 4: Settings
| Setting | Description |
|---|---|
| Concurrency | How many calls to run simultaneously (1-20) |
| Schedule | Run now or schedule for a specific date/time |
| Retry logic | Auto-retry failed/no-answer calls (2-5 attempts, configurable delay) |
| Voicemail | Hang up or leave a pre-written message |
Step 5: Review & Launch
Review all settings and click Create Campaign. The campaign starts in draft mode — click Start on the campaign detail page to begin dialing.
Managing Active Campaigns
From the campaign detail page:
- Start — begin dialing (confirms if campaign is scheduled)
- Pause — stop new calls, let active calls finish
- Resume — continue from where you paused
- Stop — cancel all remaining calls
- Export CSV — download results with outcomes and durations
Real-Time Monitoring
The campaign detail page shows:
- Progress bar with completion percentage
- Stat cards — total, completed, failed, pending contacts
- Contact list — status, attempts, duration, outcome per contact
- Analytics tab — call volume chart, sentiment breakdown
DNC Handling
Contacts marked as Do Not Call are automatically skipped during campaigns. If a contact requests DNC during a call, the system flags them and prevents future calls.