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Documentation Index

Fetch the complete documentation index at: https://docs.getsmartalex.com/llms.txt

Use this file to discover all available pages before exploring further.

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What is a Campaign?

A Campaign lets you call hundreds or thousands of contacts using your AI agent. Perfect for:
  • Lead outreach and qualification
  • Appointment reminders
  • Customer surveys and feedback
  • Follow-up calls
  • Re-engagement campaigns

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Creating a Campaign

1

Create Campaign

Go to Campaigns and click Create Campaign.Provide:
  • Campaign name
  • Description (optional)
  • Objective (e.g., “Schedule appointments”, “Qualify leads”)
2

Select Agent

Choose which AI agent will make the calls. The agent’s personality and knowledge will be used for all campaign calls.
You can create a specialized agent just for campaigns with different behavior than your inbound agent.
3

Add Contacts

Import contacts via:
  • CSV Upload - Upload a file with phone numbers and contact details
  • Manual Entry - Add individual contacts
  • Existing Contacts - Select from your contact database
Required fields: phoneOptional fields: first_name, last_name, email, company, title
4

Configure Settings

Set campaign parameters:
  • Calling hours - When the agent can make calls
  • Timezone - Respect contact timezones
  • Retry settings - How to handle unanswered calls
  • Concurrent calls - How many calls at once (limited by plan)
5

Launch

Click Start Campaign to begin calling. Monitor progress in real-time on the campaign dashboard.

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Campaign Status

StatusDescription
DraftNot yet started, still configuring
ScheduledConfigured to start at a future date/time
ActiveCurrently running, making calls
PausedTemporarily stopped, can be resumed (e.g., insufficient wallet balance)
CompletedAll contacts called or exhausted retries
CancelledManually stopped, will not resume

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Automatic Retry Logic

When you build a campaign sequence, choose a retry template that matches how persistent you want to be:
TemplateCalls per contactWhen to use
Standard3 callsMost outreach, balances reach with respect for the contact
Aggressive5 callsTime-sensitive offers or high-value follow-ups
Each subsequent attempt is spaced out automatically. Calls flagged as Invalid number or where the contact requests a Do Not Call are not retried — invalid numbers are marked failed, and DNC requests are added to your suppression list.

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Real-Time Monitoring

While a campaign is running, you can see:
  • Progress - Contacts called vs. remaining
  • Connect rate - Percentage of answered calls
  • Sentiment breakdown - Positive/neutral/negative outcomes
  • Active calls - Live calls in progress
  • Estimated completion - When the campaign will finish

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Campaign Analytics

After a campaign completes, view detailed analytics:
MetricDescription
Total callsNumber of call attempts made
Connected callsCalls that were answered
Connect ratePercentage of answered calls
Average durationAverage length of connected calls
Total costCampaign calling costs
SentimentBreakdown of call outcomes

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Best Practices

Best times for outbound calls:
  • B2C: Tuesday-Thursday, 10am-12pm or 2pm-5pm local time
  • B2B: Tuesday-Thursday, 9am-11am or 2pm-4pm local time
  • Avoid: Mondays, Fridays, weekends, holidays
Improve connect rates with clean data:
  • Verify phone numbers are valid
  • Remove duplicates
  • Check against DNC lists
  • Include contact names for personalization
Be specific about what your agent should accomplish:
  • “Schedule a demo for next week”
  • “Confirm the appointment on [date]”
  • “Collect feedback about their recent purchase”
  • “Qualify interest level (1-10) and budget”