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An outbound “campaign” determines when, how, and to whom calls are made. Campaigns automate calls to multiple leads using your AI assistant with intelligent scheduling and retry logic.

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Quick Setup

  1. Go to Outbound / Campaigns in your dashboard
  2. Click “Create New Campaign”:
    • Name: e.g. “January Promo,” “Payment Reminder,” etc.
    • Assistant: which AI assistant will handle these calls?
    • Schedule: choose time windows and allowed days

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Lead Import Options

  • CSV File: Upload phone numbers (plus any extra columns, like name or account number)
  • Google Sheets: Connect via the no-code platform or direct integration to pull leads
  • CRM Integration: HubSpot, GoHighLevel, etc. can send leads directly via API or automation

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Key Settings

Call Retries & Scheduling:
  • Max Retries: e.g., attempt each lead up to 2 times if they don’t answer
  • Retry Interval: minutes/hours between retries
  • Time Window: e.g., only call between 9 AM and 6 PM local time to avoid inconveniencing leads
Monitoring & Control:
  • Once live, calls happen automatically during allowed hours
  • You can pause or stop the campaign anytime to revise your script or leads list
  • Campaign Reports show call results, answer rates, and duration analytics

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Best Practices

  • Conservative scheduling: Business hours, respect time zones
  • Start with 2-3 retries: Monitor and adjust based on feedback
  • Clean lead data: Valid numbers, remove duplicates
  • Monitor costs: Large campaigns can run thousands of parallel calls
Large campaigns with thousands of leads can run concurrently, as AI can handle parallel calls. Watch your minute usage to avoid unexpected costs.
For comprehensive setup instructions, advanced features, lead management, status tracking, and troubleshooting, see the complete Campaigns Documentation.