> ## 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.

# Campaigns

> Run large-scale outbound calling campaigns with AI

<Info>
  **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](/pricing).
</Info>

## 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

## Creating a Campaign

<Steps>
  <Step title="Create Campaign">
    Go to **Campaigns** and click **Create Campaign**.

    Provide:

    * Campaign name
    * Description (optional)
    * Objective (e.g., "Schedule appointments", "Qualify leads")
  </Step>

  <Step title="Select Agent">
    Choose which AI agent will make the calls. The agent's personality and knowledge will be used for all campaign calls.

    <Note>
      You can create a specialized agent just for campaigns with different behavior than your inbound agent.
    </Note>
  </Step>

  <Step title="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: `phone`

    Optional fields: `first_name`, `last_name`, `email`, `company`, `title`
  </Step>

  <Step title="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)
  </Step>

  <Step title="Launch">
    Click **Start Campaign** to begin calling. Monitor progress in real-time on the campaign dashboard.
  </Step>
</Steps>

## Campaign Status

| Status        | Description                                                             |
| ------------- | ----------------------------------------------------------------------- |
| **Draft**     | Not yet started, still configuring                                      |
| **Scheduled** | Configured to start at a future date/time                               |
| **Active**    | Currently running, making calls                                         |
| **Paused**    | Temporarily stopped, can be resumed (e.g., insufficient wallet balance) |
| **Completed** | All contacts called or exhausted retries                                |
| **Cancelled** | Manually stopped, will not resume                                       |

## Automatic Retry Logic

When you build a campaign sequence, choose a retry template that matches how persistent you want to be:

| Template       | Calls per contact | When to use                                                |
| -------------- | ----------------- | ---------------------------------------------------------- |
| **Standard**   | 3 calls           | Most outreach, balances reach with respect for the contact |
| **Aggressive** | 5 calls           | Time-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.

## 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

## Campaign Analytics

After a campaign completes, view detailed analytics:

| Metric               | Description                       |
| -------------------- | --------------------------------- |
| **Total calls**      | Number of call attempts made      |
| **Connected calls**  | Calls that were answered          |
| **Connect rate**     | Percentage of answered calls      |
| **Average duration** | Average length of connected calls |
| **Total cost**       | Campaign calling costs            |
| **Sentiment**        | Breakdown of call outcomes        |

## Best Practices

<Accordion title="Optimal Calling Times">
  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
</Accordion>

<Accordion title="Contact List Quality">
  Improve connect rates with clean data:

  * Verify phone numbers are valid
  * Remove duplicates
  * Check against DNC lists
  * Include contact names for personalization
</Accordion>

<Accordion title="Campaign Objectives">
  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"
</Accordion>