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Outbound Campaigns is a $49/month add-on on the Professional plan (included on Enterprise). It unlocks bulk outbound calling to hundreds or thousands of contacts. See Plans and add-ons.

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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

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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: 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:

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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”