Launch a Campaign

Campaigns let you launch automated calls to a list of contacts, with advanced scheduling and retry rules.

WARNING

Campaigns require an active subscription. Check your plan in Settings → Subscription.

Access campaigns

From the dashboard, click Campaigns in the sidebar. Here you'll see the list of existing campaigns with their status:

Status	Meaning
Draft	Not yet started
Scheduled	Scheduled for a future date
Running	Currently executing
Paused	Paused
Completed	Finished
Cancelled	Cancelled

Create a campaign

Campaign creation follows a guided 5-step process.

Step 1: Agent and source number

1. Click Create campaign.
2. Select the AI agent that will handle the calls.
3. Select the source phone number the calls will originate from.

Step 2: Number list

Enter the numbers to call in one of two ways:

• Manual entry — Add numbers one by one in the table, filling in any additional variables for each contact.
• CSV upload — Upload a CSV file with numbers and variables. The table will be populated automatically.

TIP

If the agent uses dynamic variables in the prompt (e.g. ), you can add corresponding columns in the table to personalize each call.

Alternate numbers per contact (optional)

When a contact has more than one person or number to try (for example a manager and an assistant at the same company), you can add alternate numbers for that row:

• In the table UI, enable alternate numbers and add one or more extra phone numbers (and optional variables) per contact.
• In a CSV, use column suffixes _2, _3, … for attempt 2, 3, etc. For example: phone_number, name, phone_number_2, name_2.

On retries, the worker picks the destination number for that dial attempt from the primary number (attempt 1) or from the alternates (attempt 2+). Choose an alternate number strategy in Advanced rules when you have fewer alternates than total dial attempts (1 + max retries):

Strategy	Behavior
Rolling	Cycles through the defined alternates
Clamp	Uses each alternate in order, then keeps using the last one
Custom	Uses each alternate once, then falls back to the primary number

Step 3: Variable mapping

If you've added extra columns in the table or CSV, map each column to the correct agent variable:

• Select the target variable for each column
• Available variables are automatically extracted from the agent's prompt

Step 4: Advanced rules

Configure the campaign's behavior:

Parameter	Description	Default
Campaign name	Identifying name	—
Description	Optional description	—
Max retries	How many times to retry a failed call	0
Retry delay	Minutes to wait between retries	—
Calling days	Days of the week to make calls	Mon–Fri
Calling window	Start and end time for calls	09:00–19:00
Timezone	Reference timezone	—
Concurrent calls	Maximum number of parallel calls	—
Free slots for inbound	Reserve capacity for incoming calls	—

When max retries is greater than zero, two more options appear:

Caller ID per dial attempt

Use different outbound numbers for each dial attempt (initial call plus each retry). Add one or more numbers and choose a rotation strategy:

Strategy	Behavior
Rolling	Cycles through your numbers (A, B, A, B…) when you have fewer numbers than attempts
Clamp	Uses each number in order, then repeats the last number
Custom	Assigns one specific number per attempt slot

The engine campaign tick resolves the caller ID for each dial attempt when placing outbound calls.

Alternate number strategy

Controls how contact alternate numbers (from step 2) are used when there are fewer alternates than total dial attempts. Same three strategies as in the table above (rolling, clamp, custom).

Step 5: Summary and confirmation

1. Review the campaign summary: contact list, mapped variables, configured rules.
2. Click Create campaign to save it.

The campaign will be created in Draft status. You can start it manually or schedule it.

Manage an active campaign

From the campaign list you can:

• Start a draft campaign
• Pause a running campaign
• Resume a paused campaign
• Cancel a campaign

Next step

To monitor the progress of your calls and campaigns, check the analytics guide.