Campaigns enable automated outbound voice calling at scale. Reach prospects, follow up with leads, and drive revenue with AI-powered conversations.
What are Campaigns?
A Campaign is an automated outbound calling program that:
- Dials contacts from your list
- Connects answered calls to AI agents
- Handles voicemails and callbacks
- Tracks results and metrics
Campaign Types
Voice Campaigns
Outbound phone calls to prospects or customers:
| Use Case | Description |
|---|
| Lead Follow-up | Contact new leads quickly |
| Sales Outreach | Reach prospects at scale |
| Customer Check-ins | Proactive customer success |
| Event Reminders | Appointment confirmations |
| Re-engagement | Win back inactive customers |
Creating a Campaign
Define Campaign
Set name, description, and objectives
Upload Contacts
Import phone numbers and contact data
Select Agent
Choose the voice agent for calls
Configure Schedule
Set calling hours and time zones
Set Pacing
Define calls per hour limits
Campaign Status
| Status | Description |
|---|
| Draft | Campaign being configured |
| Scheduled | Waiting for start time |
| Running | Actively making calls |
| Paused | Temporarily stopped |
| Completed | All contacts processed |
| Cancelled | Permanently stopped |
Key Metrics
| Metric | Description |
|---|
| Contacts | Total numbers in campaign |
| Attempted | Calls dialed |
| Connected | Calls answered |
| Connect Rate | Connected / Attempted |
| Conversions | Desired outcomes achieved |
| Conversion Rate | Conversions / Connected |
Best Practices
- Clean data: Verify phone numbers before upload
- Segment wisely: Group by relevance for better results
- Honor opt-outs: Respect contact preferences
Timing
- Respect time zones: Call during appropriate hours
- Optimal windows: Typically 10am-12pm, 2pm-5pm local time
- Avoid holidays: Skip major holidays
Pacing
- Start slow: Begin with lower volume to test
- Scale gradually: Increase after validating results
- Monitor closely: Watch for quality issues
Compliance
Ensure compliance with TCPA and local regulations. Compliance is your responsibility.
Compliance Considerations
- Respect time zones and calling hours
- Honor opt-out requests
- Maintain proper consent records
Next Steps
Voice Campaigns
Create your first campaign
Monitoring
Track campaign performance
