Build a Campaign with the Assistant

The in-app assistant can build a campaign with you, end to end. You describe what you want, answer a few questions, review a preview, and confirm.

How it works

1. Open the assistant and describe the campaign, for example: "Build an outbound solar campaign in area code 305 with 2 numbers."
2. The assistant asks clarifying questions, including which channels to use (voice, SMS, or both) and which lead list or tag to target.
3. It drafts an agent, finds available numbers with prices, and assembles the campaign.
4. It shows you a preview with the agent, the numbers and total cost, the channels, and the lead targeting.
5. You confirm to build, or cancel. Nothing is purchased until you confirm.

What happens after you confirm

• The numbers are purchased and the campaign is created, but it stays inactive.
• You start the dialer yourself from the Campaigns page when you are ready.

Tips

• Connect your telephony and AI providers first, or the assistant cannot complete the build.
• Ask for exactly the numbers you want; the assistant will not add extras.