Run a campaign

Campaigns let you dial a list of contacts with an AI assistant and track every outcome.

Before you start

You will need:

• A published assistant configured for outbound.
• At least one outbound phone number. See Add an outbound number.
• A list of contacts or a smartlist to call.
• Sufficient wallet balance for outbound minutes.

Create a campaign

1. Open Campaigns from the sidebar.
2. Select New campaign and name it.
3. Choose the assistant that will run the calls.
4. Attach one or more outbound phone numbers for caller ID rotation.
5. Set the schedule, retry rules, and campaign run preferences.

Add contacts

Add people to call in one of two ways:

• Contacts — import or create contacts, then add them to the campaign.
• Smartlists — use a saved segment that stays in sync as contacts change.

Make sure phone numbers are in a valid international format.

Launch and monitor

1. Review the campaign settings and contact count.
2. Start or schedule the campaign.
3. Open the campaign run view to watch live status: queued, ringing, active, ended, and failed.
4. When calls complete, open Call logs for transcripts and evaluations.

Pause the campaign any time if you need to adjust the assistant or contact list.