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Campaigns automate outreach to many leads on one channel: phone calls, WhatsApp templates, or SMS (when enabled). Configure schedule windows, retries, and lead lists once, then start the campaign.

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What is a Campaign?

A campaign contacts a list of leads using your chosen channel. Call campaigns use an OUTBOUND AI assistant; WhatsApp campaigns use an approved template; SMS campaigns use an SMS-capable from-number and message body.

Channels

Call, WhatsApp, or SMSSame lead list workflow — pick the channel when you create the campaign

Lead Management

Import or add leadsCSV, integrations, API, or manual entry. Secondary contacts are for call campaigns only.

Schedule windows

One or more daily intervalsOvernight windows (e.g. 16:00→02:00) and optional scheduled auto-start

Retries & fallback

Retries per leadCall campaigns can also send a WhatsApp/SMS follow-up after max retries

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Campaign Status

Campaign is being configured but not yet active. Add leads and configure settings.
Campaign is actively making calls according to your schedule and retry settings.
Campaign is temporarily stopped. Can be resumed without losing progress.
All leads have been successfully contacted or marked complete.

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Key Features

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Scheduling & Timing

  • Schedule windows: One or more daily {start, end} intervals (preferred over a single start/end pair)
  • Overnight windows: End earlier than start (e.g. 16:00→02:00) is supported
  • Allowed days + timezone: Campaign timezone controls when the window applies
  • Scheduled start: Optionally auto-start at a future datetime

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Call campaigns

  • OUTBOUND assistant + from-numbers
  • Max parallel calls (plan-bounded)
  • Retry on voicemail / retry until goal (boolean post-call variables)
  • Optional WhatsApp/SMS fallback after max call retries (low chat credits skip the fallback — they do not pause the voice campaign)

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WhatsApp campaigns

  • Sender + approved template + variable mapping
  • messages_per_minute (1–10) per campaign
  • User-wide pool of 10 in-flight WhatsApp sends across all your active WhatsApp campaigns

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SMS campaigns

  • SMS-capable from-number + body ({{variable}} placeholders)
  • May be temporarily unavailable on the platform — start will fail with a clear message if disabled

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Lead Types

  • Primary leads: Main contacts imported or added to campaign
  • Secondary contacts: Call campaigns only — extra numbers to try
  • Lead status tracking: Monitor progress and outcomes

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Requirements

Before starting a campaign:
Call campaigns: Your assistant must have a phone number configured for outbound calls.
  • Channel config ready — assistant (call), WhatsApp sender+template, or SMS number+body
  • Sufficient balance — minutes for calls; chat credits for WhatsApp
  • Leads added with valid phone numbers (E.164 recommended)

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Quick Start

  1. Create Campaign: Choose channel (call / WhatsApp / SMS) and required config
  2. Set Schedule: Define schedule windows and allowed days
  3. Configure Retries: Set retry attempts and intervals
  4. Add Leads: Import from CSV or add manually
  5. Start Campaign: Start when ready — sending/dialing begins on the next scheduler cycle
For detailed setup instructions, see Creating a Campaign.

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Campaign Monitoring

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Lead Status Tracking

Monitor individual lead progress through the campaign:
  • Created: Ready to be called
  • Scheduled: Queued for next call attempt
  • Processing: Currently being called
  • Completed: Successfully contacted or goal achieved
  • Rescheduled: Scheduled for retry attempt
  • Max Retries: Reached maximum retry attempts
Manual lead management: You can change lead status in the leads table:
  • Set to “Created”: Reset lead to be called again
  • Set to “Completed”: Mark lead as finished to stop calling

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Call Results

Individual call outcomes with detailed status:
  • Initiated: Call started
  • Ringing: Phone is ringing
  • In Progress: Call connected and active
  • Completed: Call finished successfully
  • Busy: Line was busy
  • Unanswered: No one answered
  • Failed: Technical issue prevented call

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Troubleshooting

Campaign won’t start:
  • Check if assistant has phone number configured
  • Verify sufficient account balance
  • Ensure leads are added to campaign
No calls being made:
  • Wait 10-15 minutes after starting - campaigns take time to initialize
  • Check if current time is within allowed calling hours
  • Verify allowed days include current day
  • Confirm leads have valid phone numbers
Too many/few retries:
  • Adjust max retries setting (1-5 attempts)
  • Modify retry interval (10-4320 minutes)
  • Review retry conditions (voicemail, goal completion)
Best Practice: Start with conservative retry settings and adjust based on campaign performance and customer feedback.
For detailed troubleshooting guidance, see Campaign Troubleshooting.