Campaigns
Campaigns let you initiate calls to your leads based on your workflow and preferences. A campaign allows you to:- Select or upload a list of leads.
- Customize how and when calls are made.
- Assign an Agent to handle conversations.
- Monitor outcomes and performance.
Key Components
- Leads Sheet — Upload a CSV or connect a Google Sheet with lead details.
- Assigned Agent — Choose the AI Agent responsible for campaign calls.
- Calling Window — Define days and times when calls can occur.
- Retry Logic — Optionally configure how many times to retry unanswered leads.
- Callback Settings — Specify how to handle callback requests.
Campaign Configuration
Set up your campaign in two steps:1. Basic Details
- Campaign Name — Unique name for the campaign.
- Campaign ID — Defaults to the name, but can be customized.
- Description — Add internal context.
2. Call Schedule
- Start Date — When the campaign begins.
- Days of the Week — Select which days to call (Mon–Sun).
- Time of Day — Define the earliest and latest call times (e.g., 9:00 AM–5:00 PM).
- Timezone — Set the local timezone.
- First Call Timing — Define when the first call is placed once active.
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Uploading Leads
After configuration, upload your lead list to start calling. Options:- Upload a CSV file.
- Manually add leads.
CSV Requirements
Include these columns:from_number— The number assigned to your Agent.to_number— The lead’s phone number.agent_id— The ID of the Agent handling the call.