Campaigns

Sidebar - Campaigns is the list dialer. You pick a goal, an agent, a number to call from, a schedule, then the leads. The agent’s voice and Outgoing settings apply to every row.

Page line: Outbound calling campaigns — your AI agents dial leads on the schedule you set and capture structured results on every call.

A campaign starts as Draft. Nothing dials until status is Active and you are inside the calling days and hours.

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Why this page exists

The API is one number at a time from your system. A campaign is a list you can pause, retry, and watch. Use it for reminders, qualification, invites, collections - not for a single missed-call callback (that is the API).

What you configure here

+ New Campaign opens Create a new campaign (Name the campaign and pick an agent.). What is this campaign for? sets the goal at create and stays.

I will write the script and fields myself

TURN ONBlankNEEDSStart empty and configure everything yourself. First campaign should be this.

Book a slot on the call

TURN ONBook appointmentsNEEDSThe agent proposes available slots and books appointments on the call. Needs calendar + Schedule Appointment on that agent when those are required.

Who is interested

TURN ONQualify leadsNEEDSFind out who is interested in your product or offer.

RSVP to an event

TURN ONInvite to an eventNEEDSInvite contacts and collect clear RSVPs.

Agree amount and date

TURN ONCollect paymentsNEEDSAgree on payment amount and date for outstanding balances.

Also fill Campaign name, optional Description, and AI Agent, then Create campaign. You can edit everything after creating.

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After save, the campaign editor has tabs. Day one usually uses:

Campaign

Name, agent. The agent may lock after leads exist.

Dialing

Call from - trunk number / pool / verified caller ID. Concurrent calls. Retries. Allowed test numbers bypass anti-harassment for those DIDs.

Schedule

Time zone, calling days, calling hours.

Lead information

What columns a lead row has. phone is required. Extra columns become prompt variables.

Leave for later: stages, human agents, campaign call results, notifications, and goal-specific instructions when shown.

First setup - one Blank campaign, one lead, Try it on me

Do this after Get outbound working.

1. + New Campaign

   Goal Blank. Name it after the job, not “Campaign 1”. Pick the agent (for example the onboarding agent). Create campaign.

2. Dialing

   Call from a trunk that has numbers, or a verified caller ID. Concurrent calls = 1 for the first test.

3. Schedule

   Company time zone. Weekdays. Hours that include now.

4. Save as Draft if needed, then open the campaign leads table.

5. Add one lead

   Your own mobile. phone is required.

6. Try it on me

   Enter that same mobile. This uses the campaign’s agent and goal - it does not wait for Active. Answer. Open Calls.

7. Only then set Active

   Status Active. Stay inside the window. Pause stops new dials.

Draft never dials the list

Try it on me can succeed while the campaign is still Draft. The list runs only when status is Active and the clock is inside Schedule.

Troubleshooting

The campaign is Active and nothing dials

Check in this order: calling days / hours / time zone include now; Call from has a number; the trunk is not disabled; plan still has Allow Outbound Calls and credits; if human agents are assigned, one of them is online or overflow to AI is on.

Try it on me works, the list does not

Try it on me ignores Draft and the schedule. The list does not. Set Active and wait until you are inside the window.

I picked the wrong goal

Purpose is set at create. Start a new campaign. Do not try to turn an appointment campaign into a blank list.

Next Steps

Outgoing - who speaks first on every lead.→API - one-off calls from your system.→Call results - what each answered call extracts.→