Campaigns

Launch outbound AI Agent or IVR menu campaigns — track progress, dialled, answered, qualified, and DNC.

Module guide

Campaigns

Launch outbound AI Agent or IVR menu campaigns — track progress, dialled, answered, qualified, and DNC.

Open in app

Campaigns list with Running, Paused, Total campaigns, Total dialed stats and campaign table — 1 — Campaigns home: Running / Paused / Total campaigns / Total dialed, then the campaign table (Name, Agent, Progress, Dialed, Answered, Qualified, DNC, Status).

Purpose

Campaigns dial your Audience at scale using a Phone number as caller ID. Choose AI Agent (conversation) or IVR menu (recording + keypad). Monitor Running / Paused counts and open View details for each run.

What you see on the list

RUNNING / PAUSED — live campaign states
TOTAL CAMPAIGNS / TOTAL DIALED — workspace totals
Table: Name (+ caller ID), Agent, Progress, Dialed, Answered, Qualified, DNC, Status
View details → and ⋮ menu for more actions
+ New campaign — open the create form

New campaign — AI Agent

Click + New campaign and select Campaign type: AI Agent (AI agent handles the conversation).

Campaign name — e.g. Q4 Lead Outreach
Agent — pick a configured Agents entry
Phone number (caller ID) — from Phone numbers
Max concurrent calls — e.g. 3
Retry attempts / Retry after — e.g. Twice, 1 hour
Audience — pick a group, or Manual (add leads after creating)
Schedule — optional start later
Launch campaign when required fields are filled

Tip: Start with low concurrency and a small Audience to validate the agent script, then scale.

New campaign modal with AI Agent type selected — 2 — AI Agent campaign: name, agent, caller ID, concurrency, retries, audience, optional schedule → Launch campaign.

New campaign — IVR menu

Select Campaign type: IVR menu — play a recording, let the recipient press a key, forward the call.

Same shared fields: name, caller ID, concurrency, retries, audience
Menu recording — upload MP3 / WAV, max 5 MB
Keypad options — map key (e.g. 1) → Label (e.g. Sales) → +91 forward number
+ Add option — more keypad routes
No Agent dropdown — IVR uses recording + keypad instead

New campaign modal with IVR menu, recording upload, and keypad options — 3 — IVR campaign: menu recording (MP3/WAV) and keypad options (key → label → forward number).

Schedule a campaign

Turn Schedule On to set Start date (dd-mm-yyyy) and Start time. Launch still saves the campaign; dialling begins at the scheduled time (within wallet and plan limits).

IVR new campaign form with Schedule toggled on and start date/time fields — 4 — Schedule On: pick start date and time before Launch campaign (works for AI Agent or IVR).

Lifecycle & compliance

Launch → Running (or scheduled) → Pause if needed → Completed when the list is done
Review Dialed / Answered / Qualified / DNC on the list and in Leads / Analytics
You are responsible for consent and applicable telecom / commercial communication rules
Honour DNC and opt-outs; keep identity scripts clear

Tip: Ensure Phone number is Active, Agent (for AI) is deployed, Audience has valid numbers, and Billing has minutes before Launch.