Campaigns Campaigns allow you to schedule mass outbound calls to segments of contacts. Your AI agents will automatically call each contact in the segment based on your configuration.
What is a Campaign? A campaign connects:
Component Description 🤖 Agent The AI agent that will make the calls 👥 Segment The group of contacts to call ⏰ Schedule When calls should be made ⚙️ Settings Call limits, retries, and more
Creating a Campaign
Select Agent
Choose which AI agent will handle the calls.
Choose Segment
Select the contact segment to target.
Configure Schedule
Set when calls should be made.
Set Options
Configure call limits and retry rules.
Launch
Start or schedule the campaign.
Campaign Settings Agent Selection
Choose from your active agents
Agent must have an assigned phone number
Outbound greeting is used for these calls
Segment Selection
Select from available segments
View contact count before launching
Contacts without phone numbers are skipped
Schedule Options Option Description Start Immediately Begin calling right away Schedule Start Set a specific start date/time Calling Hours Limit calls to specific hours Time Zone Define which time zone to use
Set appropriate calling hours based on your contacts’ time zones. Calling during business hours improves answer rates.
Call Settings Setting Description Calls per Hour Maximum calls to make per hour Max Attempts How many times to try each contact Retry Delay Time between retry attempts Concurrent Calls Maximum simultaneous calls
Campaign Status Status Description 🟡 Draft Campaign configured but not started 🟢 Active Campaign is currently running ⏸️ Paused Campaign temporarily stopped ✅ Completed All contacts have been called 🔴 Cancelled Campaign was stopped
Managing Campaigns Starting a Campaign
Review all settings
Click Launch Campaign
Confirm the start
Campaign begins processing contacts
Pausing a Campaign
Click Pause on an active campaign
Active calls complete, new calls stop
Resume anytime with Resume
Cancelling a Campaign
Click Cancel or Stop
Confirm the cancellation
Campaign cannot be restarted (create a new one)
Campaign Progress Monitor your campaign in real-time:
Metric Description 📊 Total Total contacts in segment ✅ Completed Successfully called contacts ⏳ Pending Contacts waiting to be called ❌ Failed Calls that couldn’t complete 🔄 In Progress Currently active calls
Call Results For each contact, track:
Result Description Answered Contact picked up, conversation occurred No Answer No one answered the call Busy Line was busy Voicemail Call went to voicemail Failed Technical error prevented the call Completed Call finished with a result
Retry Logic Automatic Retries When a call fails or goes unanswered:
Wait for the configured retry delay
Attempt the call again
Continue until max attempts reached
Mark as failed after all attempts exhausted
Retry Settings Setting Recommendation Max Attempts 2-3 attempts Retry Delay 30 minutes - 2 hours Time of Day Vary retry times
Campaign Analytics After a campaign completes:
Metric Description Answer Rate Percentage of calls answered Conversion Rate Successful outcomes / Total answered Average Duration Mean call length Best Times Hours with highest answer rates
Best Practices
Test First Run a small test campaign before launching to thousands.
Respect Hours Only call during appropriate business hours.
Monitor Progress Check campaign progress regularly for issues.
Segment Well Smaller, targeted segments perform better.
Compliance Considerations Ensure your campaigns comply with local regulations (TCPA in US, GDPR in EU). Only call contacts who have consented to receive calls.
Compliance Checklist
✅ Contacts have opt-in consent
✅ Calling during permitted hours
✅ Providing opt-out option
✅ Honoring do-not-call requests
✅ Keeping consent records
Troubleshooting Issue Solution Low answer rate Adjust calling hours, check caller ID reputation High failure rate Verify phone numbers, check agent phone health Slow progress Increase concurrent calls or calls per hour Campaign won’t start Ensure agent has active phone number
Next Steps 
