Types
Call Campaigns
Learn how to create and manage call campaigns for effective outreach. This guide shows you how to set up and optimize your calling campaigns.
🎥 Video walkthrough
Step-by-step guide
Follow these steps to create a call campaign: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”)
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.
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.
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 campaigns interface
The interface displays all created call campaigns with their details, including options to view status and delete campaigns as needed.| Campaign Name | Business Goal | Status | Delete |
|---|---|---|---|
| Customer Engagement | Increase retention | INITIATED | [Delete] |
| Sales Follow-Up | Improve conversions | INITIATED | [Delete] |
Managing call campaigns
- Initiated Campaigns: Active campaigns with ongoing calls.
- Deleting a Campaign: Click Delete next to a campaign name to remove it.