Campaigns

What is a Campaign?

A campaign is an automated system that places calls to many leads using a configured AI assistant. Each campaign manages primary and optional secondary contacts for comprehensive outreach. Import leads via CSV/integrations or add them manually.

Scheduling Control

• Select start/end dates and time windows, respecting customer preference/time zone.
• Define allowed days (e.g., Mon–Fri, 9am–6pm) to avoid off-hour calls.

Retry Logic

• Automatic re-attempts for unanswered calls using customizable attempt counts and intervals.
• Advanced conditions (e.g., treat voicemail as contact or re-queue until human answers).

Goal Tracking

Measure success with completion variables from your assistant’s post-call schema (e.g., booked_demo = true). Monitor conversions across the campaign.

Draft

Configuration in progress. Leads and settings can be edited. No calls are placed.

In Progress

Actively dialing within your allowed windows and retry policy.

Paused

Temporarily halted. You can resume without losing progress.

Completed

All leads have been processed and marked complete per your goal/attempt rules.

Why Pools?

While each assistant has a single assigned number, campaigns can use a pool of 20–100+ DIDs and automatically rotate caller IDs. This spreads traffic across numbers to reduce spam-flag risk and maintain caller ID reputation (DID hygiene).

How It Works

• Assign a pool to the campaign; the dialer rotates numbers per attempt.
• Combine with local-presence strategies (optional) to improve answer rates.

Prerequisites

• Outbound-ready AI assistant configured.
• Phone number(s) available (assistant’s assigned number + optional pool for the campaign).
• Sufficient account balance/credits.
• Leads imported (CSV/integrations) or ready for manual entry.

1) Basic Information

• Name: Choose a descriptive campaign name.
• Details: Optional notes, objectives, cohort info.

2) Scheduling Configuration

• Start/End Time & Time Zone: Define dialing window and timezone.
• Allowed Days: Pick days of the week the system can place calls.

3) Retry Settings

• Attempts: Default 3 (range 1–5).
• Intervals: 10–4320 minutes between attempts (default 60).

Advanced Conditions

• Retry on Voicemail: If enabled, continue re-attempts until a human answers. If disabled, voicemail counts as an attempted contact.
• Retry Until Goal Completed: Keep calling until a boolean goal variable is true (e.g., booked_demo). Requires post-call variables on the assistant.
• Use Cases: Sales follow-up, appointment booking, lead qualification.

4) Lead Management

Adding Leads

• Manual Entry: Add single leads.
• CSV Import: Bulk upload with mapped fields.
• Integrations: GoHighLevel, Google Sheets, or other connected sources (with optional auto-sync).

Primary & Secondary Contacts

• Add one or more numbers per lead (e.g., decision makers, backups).
• The campaign attempts each contact as configured; statuses tracked independently.

Completion Variables

Tie campaign success to boolean variables extracted post-call (e.g., qualified, booked_demo). Progress aggregates to show conversions, retries, and completion rate.

Insights

• Outcomes: no-answer, voicemail, transferred, success.
• Answer rates by window, caller ID pool performance.
• Lead-level drill-downs and contact attempts.