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Overview

Voice campaigns allow you to automate outbound calls to multiple contacts. You can create campaigns using CSV data uploads or connect directly through your existing systems via API integration.

CSV Data Upload

Upload contact lists using our CSV template for quick campaign setup and data management.

API Integration

Connect your existing systems via webhook to automatically sync contact data.

Smart Scheduling

Configure precise timing, timezone handling, and operating hours for optimal contact rates.

Call Management

Set retry logic, call duration limits, and inactivity periods to maximize efficiency.

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Setup Guide

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Step 1: Access Campaign Creation

  1. Navigate to Campaigns Page Go to the Campaigns section in your Voice Agents dashboard. Campaign dashboard
  2. Create New Campaign Click the “Create Campaign” button to start the setup process. Create campaign button

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Step 2: Basic Campaign Configuration

  1. Enter Campaign Name Provide a descriptive name for your campaign that clearly identifies its purpose. Campaign name field
  2. Select Voice Assistant Choose the voice assistant that will handle all calls for this campaign. Assistant selection
  3. Configure Webhook Integration Enable webhook integration if you need to add data from your platform through API. When enabled, CSV upload becomes optional. Webhook configuration

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Step 3: Data Management Setup

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Option A: CSV Data Upload

  1. Download CSV Template Click “Download CSV Template” to get the correct format for your contact data. Download CSV template
  2. Prepare Your Contact Data Update the downloaded CSV template with your contact information, ensuring all required fields are completed.
  3. Upload CSV File Upload your completed CSV file using the file upload interface. CSV upload interface
  4. Preview Contact Data Review your uploaded data in the right panel preview to verify accuracy before proceeding. Data preview panel

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Option B: API Integration

When webhook is enabled, your platform can send contact data directly through API calls, eliminating the need for manual CSV uploads.

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Step 4: Schedule Configuration

  1. Set Campaign Dates Configure your campaign timeline:
    • Start Date: Select when the campaign should begin
    • End Date: Choose when the campaign should conclude
    Date selection interface
  2. Configure Timezone Select the appropriate timezone for your campaign to ensure calls are made at the right local times. Timezone configuration
  3. Set Operating Hours Define your campaign’s daily calling window:
    • Start Time: When calls can begin each day
    • End Time: When calls should stop each day
    Operating hours configuration

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Step 5: Call Behavior Settings

  1. Configure Retry Logic Set how the system handles unsuccessful call attempts:
    • Retry Count: Number of attempts to reach each contact
    • Re-Attempt Period: Time interval between retry attempts
    Retry configuration Re-Attempt Configuration
  2. Set Call Duration Limits Configure call timing parameters:
    • Maximum Call Duration: Longest allowable call time
    • Inactivity Period: Wait time during no response before ending calls
    Maximum call duration settings Inactivity period settings

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Step 6: Launch Campaign

  1. Create Once all settings are configured, click “Create Campaign” to Create your campaign. Create campaign final step
  2. Handle Data Validation After clicking create, the system processes your data:
    • Valid Data: Successfully stored and included in the campaign
    • Invalid/Missing Data: Not stored but displayed in a validation modal
    Any invalid or missing entries will be shown in list format, allowing you to download this data for correction and potential re-upload.

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Step 7: Launch and Manage Campaign

  1. Launch Your Campaign After creating your campaign, navigate to the campaign list to launch it. Click the “Play” button next to your campaign to start making calls. Campaign list with play button
  2. Track Campaign Status Monitor your campaign’s progress by visiting the Campaign Status page. Here you can view:
    • Call completion rates
    • Success/failure statistics
    • Real-time campaign progress
    • Contact attempt history
    Campaign status tracking page
  3. Copy Webhook API Endpoint If you enabled webhook integration, you can copy the API endpoint for your platform integration. Click “Copy Webhook” to get the endpoint URL for sending data via API. Copy webhook endpoint button Use this endpoint to programmatically add contacts to your campaign or trigger campaign events from your existing systems.

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What’s Next?

Once your campaign is created and launched, you can:
  • Monitor Performance - Track call success rates and campaign progress
  • Manage Active Campaigns - Pause, resume, or modify running campaigns
  • Analyze Results - Review detailed campaign analytics and outcomes
  • Export Reports - Download campaign performance data

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Best Practices

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Data Preparation

  • Test your CSV data with a small sample before uploading large datasets
  • Ensure phone numbers are properly formatted for your target regions
  • Include all required fields to minimize data validation issues

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Campaign Optimization

  • Set reasonable retry limits to avoid overwhelming contacts
  • Configure appropriate operating hours to respect contact preferences
  • Monitor initial performance and adjust settings as needed

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Compliance Considerations

  • Ensure you have proper consent to contact all numbers in your campaign
  • Respect do-not-call lists and opt-out requests
  • Follow local regulations for automated calling