Introduction
This document helps you understand and use every feature required to successfully create, run, and manage your calling campaigns using voice AI agents. Follow this guide to ensure your campaigns are set up accurately and run effectively.
1. Campaign Name
Description: The name of the campaign.
Purpose: Helps you uniquely identify and manage your campaigns.
How to Use: Enter a descriptive name for your campaign. Maximum 80 characters allowed.
Best Practices: Use a naming convention that reflects the campaign goal or audience (e.g., "April_Renewal_Reminders_US"). Avoid generic names like "Test" or "Campaign1".
2. Campaign Type
Description: The channel through which the campaign will run.
Purpose: Determines the communication medium.
How to Use: By default, AI Phone Call is selected and enabled. Other channels—SMS, WhatsApp, and Email—are disabled with a Coming Soon tag.
Best Practices: No action needed here currently. Stay tuned for future updates enabling omnichannel campaigns.
3. Select Your Agent
Description: Choose the AI voice agent that will make the calls.
Purpose: Links the campaign to the AI agent that handles conversations.
How to Use: Select an agent from the dropdown list of all configured agents. This field is mandatory.
Best Practices: Ensure the agent’s script and logic align with the campaign’s goal. If unsure, test the agent first using the “Test Your Agent” button.
4. Calling Numbers
Description: The phone number used to place the calls.
Purpose: Determines the caller ID shown to recipients.
How to Use: Select from the dropdown of numbers provided by the backend. One number is selected by default.
Best Practices: Choose a number that aligns with your business or geography. Consider using a familiar or local number for better answer rates.
5. Test Your Agent
Description: A button to test the agent’s behavior.
Purpose: Ensures the selected agent responds as expected.
How to Use: Click this CTA after selecting the agent. Follows the same testing logic as “Build Your Agent”.
Best Practices: Always test the agent before launching a campaign to validate conversation flow and response handling.
6. Target Customers Upload
Description: Upload the list of customers to be contacted.
Purpose: Supplies the campaign with recipient data.
How to Use:
Click to upload a file in
.csv,.xls, or.xlsxformat (max size: 10MB).Upon upload, the system auto-validates the file.
Errors (e.g., blank or duplicate column names) will reject the file and display an error message.
You may download the blank format template using the "Download Format" button.
Rows with blank cells are automatically ignored.
Best Practices:
Ensure your file contains complete and clean data.
Use clear column names like CustomerName, PhoneNumber, AccountID, etc.
Always validate your file locally before uploading.
7. Variable Mapping
Description: Map agent variables to customer data columns.
Purpose: Enables personalization by passing data from the uploaded file into the agent’s script.
How to Use:
Appears only when:
Agent is selected
Agent has variables
Target customers file is uploaded and validated
For each agent variable, select the matching column name from the dropdown.
All variables must be mapped to proceed.
Best Practices:
Use intuitive column names that match agent variables.
You can map multiple variables to the same column if needed.
Double-check that all mappings make logical sense.
8. Call Retry
Description: Configure retry attempts and wait time between retries.
Purpose: Controls how many times and how soon to retry calling a contact.
How to Use:
Max Call Attempts: Slider from 1 to 10.
Minimum Wait Time: Step options – 5 min, 15 min, 30 min (default), 1 hr, 3 hrs, 24 hrs.
Best Practices:
Set retry attempts based on customer urgency and availability patterns.
Avoid overcalling by choosing a reasonable wait time.
9. Start Time
Description: Determines when the campaign should start.
Purpose: Enables scheduling flexibility.
How to Use:
Immediately (default): Starts the campaign as soon as it's activated.
Schedule for Later: Reveals date and time picker.
You can type manually or use the picker.
Past dates are not allowed.
Best Practices:
Schedule campaigns based on your customer’s timezone and availability.
Avoid scheduling too close to upload time for smoother execution.
10. Activity Hours
Description: Determines time window during which the calling will happen.
Purpose: Ensures that the calls are happening within your preferred hours, every week.
How to Use:
Day: Specify the days of the week on which the calling should happen.
Start Time: Specify the time at which the calling should happen on a given day.
End Time: Specify the time after which calling should not happen on a given day.
11. Save Draft
Description: Save campaign as a draft without activating it.
How to Use: Click “Save Draft” after filling in mandatory fields.
Rules:
Campaign name must be unique and entered.
Start time must not be in the past.
Best Practices:
Use this feature for collaboration and review before launching.
12. Create Campaign
Description: Activate and run the campaign.
How to Use: Click “Create Campaign” to launch after full configuration.
Rules:
Campaign name must be unique and filled.
All mandatory fields must be completed.
Start time must not be in the past.
Best Practices:
Double-check all configurations before launching.
Ensure your AI agent has been tested and approved.
Managing Your Campaign
Once the campaign is created, it will appear in the Campaign Dashboard under the “Active” or “Draft” status. From there, you can monitor performance, review call logs, and analyze outcomes.