Creating and Running Campaigns

A campaign is how you dial a list of leads with an AI agent. You choose who to call, which agent answers, and which numbers to call from.

Create a campaign

1. Open Campaigns from the left navigation under Core Operations.
2. Click New Campaign.
3. Give it a name and choose the direction (usually outbound).
4. Attach an AI agent so calls are handled automatically.
5. Choose the phone numbers to call from and the lead list to target.
6. Save. New campaigns start inactive.

Start and stop

• Open a campaign and use the Start control to begin dialing during your calling hours.
• Use Pause or Stop to halt dialing at any time.

Tips

• Confirm your calling hours and lead list before starting so you reach people at the right time.
• Watch the campaign's live stats to see connect and conversion rates, and adjust as needed.