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Learn how to create and manage call campaigns for effective outreach. This guide shows you how to set up and optimize your calling campaigns.

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🎥 Video walkthrough

1

Define campaign details

Click Create Campaign to open the setup form and enter the required details:
  • Campaign Name: (e.g., “Customer Engagement”)
  • Business Goal: (e.g., “Increase customer retention”)
Example interface:Call Campaign
2

Configure touch points

Set up the touchpoints for your campaign:
  • Touch Point Name: Name the call step.
  • Type: Select “Call” as the mode of communication.
  • AI Agent: Choose an AI-powered voice assistant.
Call Campaign Touchpoint
3

Set scheduling & execution

Configure the execution settings:
  • Schedule Date: Choose when the calls will be executed.
  • Execution Days: Select the active days.
  • Time Window: Define the call hours (e.g., 9 AM - 6 PM).
  • Delay Between Calls: Set time gaps between calls.
Call Campaign Scheduling
4

Select & finalize customers

Choose the customers for your campaign and finalize the setup:
  • Choose Customers: Select target recipients.
  • Submit Campaign: Click Create to initiate.
Call Campaign Customers

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Call campaigns interface

The interface displays all created call campaigns with their details, including options to view status and delete campaigns as needed.
Campaign NameBusiness GoalStatusDelete
Customer EngagementIncrease retentionINITIATED[Delete]
Sales Follow-UpImprove conversionsINITIATED[Delete]

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Managing call campaigns

  • Initiated Campaigns: Active campaigns with ongoing calls.
  • Deleting a Campaign: Click Delete next to a campaign name to remove it.
By using the Call Campaigns interface, you can automate customer outreach and improve engagement. 🚀