Set up an outbound calling campaign

Outbound campaigns let your AI agent proactively reach out to leads, prospects or customers. This guide walks you through creating, running and reviewing a campaign from start to finish.

Step 1: Start a new campaign

1. Go to Call Campaigns → Create New.
2. Fill out the following:
   • Campaign Name: a descriptive name for tracking.
   • Select Agent: pick the AI agent that will run this campaign.
   • Start/End Date: for example, Mon–Sat next week.
   • Call Time Range: for example, 5:00–8:00 PM.
   • Retry Attempts: for example, 3 tries if unanswered or voicemail detected.
   • Weekend Calling: Yes/No toggle.

Step 2: Upload leads

• Maximum 200 phone numbers per campaign.
• Format: E.164 international phone format, for example +14155552671.
  • ✅ Green = valid
  • ❌ Red = invalid
• Optional: add custom columns (for example, Name) to personalize prompts by clicking Add custom data.

Step 3: Run and monitor

Click Start Campaign when ready.

Step 4: After the campaign

Use the Analytics tab to review:

• Total calls made
• Answer rate
• Percentage showing interest
• Segment breakdown (for example, who requested info)

Campaign not starting? See My outbound campaign won't start.