Campaigns overview
A campaign connects an agent, contacts, outbound numbers, schedule, retry policy, and optional follow-up automation.
Campaign setup
Section titled “Campaign setup”| Area | Options |
|---|---|
| Audience | Uploaded file, Google Sheet sync, or continuous contact stream |
| Calling identity | One number or up to 10 numbers |
| Rotation | Smart, round robin, or sequential |
| Timing | Start date/time, timezone, call window, cooldown, max days |
| Attempts | Retry count, daily attempt limit, no-answer handling |
| Throughput | Concurrency and safety thresholds |
| Opening | Agent greeting or campaign-specific first line |
| Follow-up | AI follow-up, SMS, WhatsApp template/media, escalation |
Campaign lifecycle
Section titled “Campaign lifecycle”draft → scheduled → active ⇄ paused → completed
A draft has not started. A scheduled campaign is waiting for its configured time. Active campaigns may place calls. Pausing stops new attempts without deleting progress. Completed means the campaign has no remaining eligible work.
Audience modes
Section titled “Audience modes”- File upload creates a fixed audience from a CSV or spreadsheet.
- Google Sheets synchronizes rows from a public sheet using mapped columns.
- Contact stream continuously admits matching Contacts. Stream filters can target sources such as Meta Ads, IndiaMART, or CRM webhook.
Use a small test audience before enabling high concurrency or automated messaging.