Creating & Managing Campaigns

Step-by-step guide to creating and managing outbound call campaigns, including lead imports and monitoring

On this page

An outbound "campaign" determines when, how, and to whom calls are made. Campaigns automate calls to multiple leads using your AI assistant with intelligent scheduling and retry logic.

Quick Setup

Go to Outbound / Campaigns in your dashboard
Click "Create New Campaign":
- Name: e.g. "January Promo," "Payment Reminder," etc.
- Assistant: which AI assistant will handle these calls?
- Schedule: choose time windows and allowed days

Lead Import Options

CSV File: Upload phone numbers (plus any extra columns, like name or account number)
Google Sheets: Connect via the no-code platform or direct integration to pull leads
CRM Integration: HubSpot, GoHighLevel, etc. can send leads directly via API or automation

Key Settings

Call Retries & Scheduling:

Max Retries: e.g., attempt each lead up to 2 times if they don't answer
Retry Interval: minutes/hours between retries
Time Window: e.g., only call between 9 AM and 6 PM local time to avoid inconveniencing leads

Monitoring & Control:

Once live, calls happen automatically during allowed hours
You can pause or stop the campaign anytime to revise your script or leads list
Campaign Reports show call results, answer rates, and duration analytics

Best Practices

Conservative scheduling: Business hours, respect time zones
Start with 2-3 retries: Monitor and adjust based on feedback
Clean lead data: Valid numbers, remove duplicates
Monitor costs: Large campaigns can run thousands of parallel calls

Large campaigns with thousands of leads can run concurrently, as AI can handle parallel calls. Watch your minute usage to avoid unexpected costs.

For comprehensive setup instructions, advanced features, lead management, status tracking, and troubleshooting, see the complete Campaigns Documentation.