Campaign Management

Create, schedule, and monitor your outbound calling campaigns. Reach thousands of customers with personalized AI conversations.

Creating a Campaign

Basic Setup

Start with campaign essentials:

Campaign Details:
- Name: "Holiday Special"
- Type: Outbound
- Priority: High
- Description: "Holiday promotion calls"

Target Audience

Select your contacts:

Upload contact list
Choose existing list
Filter contacts
Set priority order

Schedule

Set your campaign timing:

Schedule:
- Start Date: "2024-01-15"
- End Date: "2024-01-30"
- Call Window: "9 AM - 6 PM"
- Time Zone: "Customer Local"

Campaign Types

One-Time Campaigns

Single execution:

Limited time offers
Event announcements
Important updates
Special promotions

Recurring Campaigns

Regular schedules:

Payment reminders
Appointment follow-ups
Subscription renewals
Regular check-ins

Call Settings

Dialing Rules

rules: {
  maxAttempts: 3,
  retryInterval: "30 minutes",
  concurrentCalls: 10,
  callTimeout: "45 seconds"
}

Time Windows

timeWindows: {
  weekdays: "9:00-18:00",
  weekends: "10:00-16:00",
  holidays: "disabled",
  timezone: "respect_local"
}

Agent Configuration

Voice Settings

Customize your agent’s voice:

voice: {
  type: "female",
  accent: "neutral",
  speed: 1.0,
  pitch: "natural"
}

Script Setup

Define conversation flow:

script: {
  greeting: "Hello {first_name}, this is {agent_name}...",
  mainMessage: "I'm calling about {campaign.purpose}...",
  closing: "Thank you for your time..."
}

Response Handling

Configure how your agent handles:

Customer questions
Objections
Call backs
Do not call requests

Campaign Features

Smart Pacing

Auto call rate
Queue management
Load balancing
Peak optimization

Dynamic Scripts

Personalization
A/B testing
Multi-language
Context aware

Real-time Control

Pause/Resume
Adjust settings
Priority changes
Volume control

Monitoring & Analytics

Real-time Metrics

Monitor live:

Active calls
Success rate
Queue status
Agent performance

Campaign Reports

Track results:

Call outcomes
Conversion rates
Cost per contact
ROI metrics

Advanced Features

Smart Routing

Intelligent call distribution:

routing: {
  priority: "high_value_first",
  fallback: "voicemail",
  overflow: "queue"
}

Dynamic Lists

Auto-updating contact lists:

listUpdates: {
  source: "CRM",
  frequency: "daily",
  filters: ["active", "qualified"]
}

Compliance Settings

Required compliance features:

Do-Not-Call checking
Time window enforcement
Recording management
Consent tracking
Opt-out handling

Integration Options

Best Practices

Planning

Set clear goals
Define metrics
Test thoroughly
Start small

Execution

Monitor closely
Adjust as needed
Track feedback
Optimize scripts

Analysis

Review results
Learn patterns
Improve scripts
Share insights

Troubleshooting

Common Issues

Low connection rates
Script problems
Scheduling conflicts
Integration errors

Quick Fixes

Check numbers
Verify timing
Test integrations
Adjust pacing

​Campaign Management

​Creating a Campaign

​Campaign Types

One-Time Campaigns

Recurring Campaigns

​Call Settings

​Agent Configuration

​Campaign Features

Smart Pacing

Dynamic Scripts

Real-time Control

​Monitoring & Analytics

​Advanced Features

Smart Routing

Dynamic Lists

​Compliance Settings

​Integration Options

​Best Practices

Planning

Execution

Analysis

​Troubleshooting

Campaign Management

Creating a Campaign

Campaign Types

Call Settings

Agent Configuration

Campaign Features

Monitoring & Analytics

Advanced Features

Compliance Settings

Integration Options

Best Practices

Troubleshooting