Skip to main content

​
Campaign Management

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

​
Creating a Campaign

1

Basic Setup

Start with campaign essentials:
Campaign Details:
- Name: "Holiday Special"
- Type: Outbound
- Priority: High
- Description: "Holiday promotion calls"
2

Target Audience

Select your contacts:
  • Upload contact list
  • Choose existing list
  • Filter contacts
  • Set priority order
3

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

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

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

​
Agent Configuration

1

Voice Settings

Customize your agent’s voice:
voice: {
  type: "female",
  accent: "neutral",
  speed: 1.0,
  pitch: "natural"
}
2

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..."
}
3

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

Monitor live:
  • Active calls
  • Success rate
  • Queue status
  • Agent performance
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

  • Low connection rates
  • Script problems
  • Scheduling conflicts
  • Integration errors
  • Check numbers
  • Verify timing
  • Test integrations
  • Adjust pacing