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Campaigns let you run automated outbound outreach to a list of contacts. In Fluents.ai, campaigns are built with a simple wizard:
  1. Name your campaign + choose/create a campaign schedule
  2. Build your outreach (steps and follow-ups)
  3. Select outbound numbers and review exit criteria
  4. Create campaign, then add contacts and start
For the mental model behind campaigns, see
Campaigns (Core Concept).

Video: Campaign


Enable the beta Campaigns wizard (if needed)

On the Campaigns page, you may see a toggle labeled Use beta campaigns. Turn it on to use the wizard flow described in this guide.
Campaign statistics may be delayed by up to 4 hours (shown in the UI).

Step 1 — Create the campaign (name + schedule)

  1. Go to Campaigns in the sidebar.
  2. Click New Campaign.
  3. In Create campaign:
    • Campaign name (required)
    • Campaign description (optional)
    • Campaign schedule (required): select an existing schedule or create a new one

Create / edit a campaign schedule

A campaign schedule controls when the campaign is allowed to place calls (and send steps). In the schedule editor, configure:
  • Outreach schedule: days of week + allowed contact times
  • Timezone (Primary): the timezone used to interpret the schedule
Save the schedule, then return to the campaign creation flow.

Step 2 — Build your outreach

In the Outreach step, you define what happens for each contact.

Add steps and follow-ups

  • Choose the step type (for example, Phone call).
  • For phone call steps, select the Agent that will place the call.
  • To add follow-ups, add another step and set a delay like:
    • “1 day after phone call”
You can reuse the same agent (“Same as initial call”) or choose a different one per step.

Step 3 — Configure settings (numbers + exit criteria)

In Configure your settings, you’ll typically see:

Outbound Settings (Calls)

  • Calls will come from (required)
    Choose the caller ID(s) your campaign will use. This can include:
    • selecting specific numbers, and/or
    • selecting numbers by tag

Exit Criteria (informational)

Exit criteria describe when a contact is automatically removed from the campaign. Common examples shown in the UI:
  • Contact answers a call from this campaign
  • Contact explicitly requests to stop receiving communication via any outreach channel
  • Contact’s number is unreachable

Create the campaign

After you finish Step 3, click Create Campaign. You’ll land on the campaign’s main page, where you can manage everything in one place.

Add contacts (after creation)

On the campaign page, open the Contacts tab. You can add contacts by:
  • Upload a CSV (import contacts from a file), or
  • Set up CRM integration (connect a CRM and import contacts into this campaign)
Once contacts are added, the campaign can begin scheduling outreach according to your schedule and flow.

Start, schedule, and monitor a campaign

From the campaign page, you’ll typically have controls like:
  • Start — begin outreach
  • Schedule Start — start at a future time
  • Save / Save and exit
  • Delete Campaign

Campaign list: Manage vs Monitor

On the main Campaigns page, you may also see:
  • Manage tab — create and manage campaigns
  • Monitor tab — monitor activity/performance (depending on your account/UI)
You can also switch between In Use and Archived campaigns from the list.

Where to go next