Creating Campaigns

Campaigns allow you to make outbound calls to a list of contacts using an assistant.

You can view and manage campaigns from the dashboard at /client/campaigns.

The Campaigns Dashboard

The dashboard allows you to manage all your outbound campaigns.

• Traffic Lights: Each campaign card shows a "traffic light" status of calls (Green/Yellow/Red/Grey) to give you a quick health check.
• Filtering: You can filter by Name, Assistant, Status, Time, and Days.

Launching a Campaign

1. Click the + New Campaign button.
2. Fill in the Basics section:
   • Campaign Name: A clear, unique name for this campaign (for example, Solar Outreach Q1).
   • Assistant: The voice assistant that will make the calls.
   • Contacts: The contacts this campaign will call. Use Select to pick from your uploaded contacts.
3. Configure Concurrent Calls:
   • This sets the maximum number of calls the campaign is allowed to run in parallel.
   • For example, if it is set to 1, the campaign will only have one active call at any given time.
4. Set Timezone and Days:
   • Timezone: The local time zone to use for scheduling (for example, Europe/London (GMT+00:00)).
   • Days: Which days calls are allowed to run (for example, Weekdays).
5. Configure Calling Hours:
   • Set the start and end time window for calls (for example, 00:00 – 24:00 for all day, or a narrower window).
6. Review the Campaign summary:
   • Shows the final values for Name, Assistant, Contacts, Days, Hours, Timezone, Concurrent calls and Estimated duration.
7. Click Create to save the campaign. Once created, click the Start (Play) button on the campaign card to begin dialing.

Monitoring & Actions

• Pause/Resume: You can pause a campaign at any time.
• Duplicate: Clone an existing campaign to quickly start a new one with similar settings.
• Details: Click on a campaign card to view detailed metrics and progress.