Campaign Management

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.

Setup Guide

Step 1: Access Campaign Creation

1. Navigate to Campaigns Page

   Go to the Campaigns section in your Voice Agents dashboard.

   

2. Create New Campaign

   Click the “Create Campaign” button to start the setup process.

   

Step 2: Basic Campaign Configuration

3. Enter Campaign Name

   Provide a descriptive name for your campaign that clearly identifies its purpose.

   

4. Select Voice Assistant

   Choose the voice assistant that will handle all calls for this campaign.

   

5. Configure Webhook Integration

   Enable webhook integration if you need to add data from your platform through API. When enabled, CSV upload becomes optional.

   

Step 3: Data Management Setup

Option A: CSV Data Upload

6. Download CSV Template

   Click “Download CSV Template” to get the correct format for your contact data.

   

7. Prepare Your Contact Data

   Update the downloaded CSV template with your contact information, ensuring all required fields are completed.

8. Upload CSV File

   Upload your completed CSV file using the file upload interface.

   

9. Preview Contact Data

   Review your uploaded data in the right panel preview to verify accuracy before proceeding.

   

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.

Step 4: Schedule Configuration

10. Set Campaign Dates

    Configure your campaign timeline:

    • Start Date: Select when the campaign should begin
    • End Date: Choose when the campaign should conclude

    

11. Configure Timezone

    Select the appropriate timezone for your campaign to ensure calls are made at the right local times.

    

12. 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

    

Step 5: Call Behavior Settings

13. 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

    

14. 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

    

Step 6: Launch Campaign

15. Create

    Once all settings are configured, click “Create Campaign” to Create your campaign.

    

16. 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.

Step 7: Launch and Manage Campaign

17. 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.

    

18. 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

    

19. 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.

    

    Use this endpoint to programmatically add contacts to your campaign or trigger campaign events from your existing systems.

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

Best Practices

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

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

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

Ready to launch your first voice campaign?

Start automating your customer outreach with intelligent voice agents today.