> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revti.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaigns Overview

> Create and manage call, WhatsApp, and SMS campaigns to reach leads at scale

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.

## 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.

<CardGroup cols={2}>
  <Card title="Channels" icon="layer-group">
    **Call, WhatsApp, or SMS**

    Same lead list workflow — pick the channel when you create the campaign
  </Card>

  <Card title="Lead Management" icon="users">
    **Import or add leads**

    CSV, integrations, API, or manual entry. Secondary contacts are for call campaigns only.
  </Card>

  <Card title="Schedule windows" icon="calendar">
    **One or more daily intervals**

    Overnight windows (e.g. 16:00→02:00) and optional scheduled auto-start
  </Card>

  <Card title="Retries & fallback" icon="repeat">
    **Retries per lead**

    Call campaigns can also send a WhatsApp/SMS follow-up after max retries
  </Card>
</CardGroup>

## Campaign Status

<AccordionGroup>
  <Accordion title="Draft" icon="file">
    Campaign is being configured but not yet active. Add leads and configure settings.
  </Accordion>

  <Accordion title="In Progress" icon="play">
    Campaign is actively making calls according to your schedule and retry settings.
  </Accordion>

  <Accordion title="Paused" icon="pause">
    Campaign is temporarily stopped. Can be resumed without losing progress.
  </Accordion>

  <Accordion title="Completed" icon="check">
    All leads have been successfully contacted or marked complete.
  </Accordion>
</AccordionGroup>

## Key Features

### 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

### Call campaigns

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

### 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

### 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

### 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

## Requirements

Before starting a campaign:

<Warning>
  **Call campaigns:** Your assistant must have a [phone number configured](/ai-assistants/settings/general#phone-number-configuration) for outbound calls.
</Warning>

* **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)

## 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

<Note>
  For detailed setup instructions, see [Creating a Campaign](/campaigns/creating-campaigns).
</Note>

## Campaign Monitoring

### 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

### 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

## 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)

<Tip>
  **Best Practice:** Start with conservative retry settings and adjust based on campaign performance and customer feedback.
</Tip>

<Note>
  For detailed troubleshooting guidance, see [Campaign Troubleshooting](/troubleshooting/campaigns).
</Note>