Campaigns
Point an agent at a list of leads, set a schedule, and launch outbound calling.
A campaign is the thing that actually does work. An agent on its own is just a persona — a campaign pairs an agent with a lead list, a phone number, a schedule, and follow-up rules.
Creating a campaign
From the sidebar, open Campaigns and click New campaign. The create flow walks you through:
- Basics — name, description, and the agent that will run it.
- Channel — phone for voice, or a WhatsApp account for messaging.
- Leads — the contact list the campaign works through. See Leads for how to import contacts.
- Schedule — calling windows (which days, which hours, which time zones) and the overall pacing.
- Custom fields — any per-lead variables your system prompt references.
- Follow-ups — how the agent should retry no-answers and callbacks.
- Integrations (MCP bindings) — tool servers the agent can call during a conversation. See Integrations.
- Review — final check before launch.
Once created, the campaign appears in the campaigns list. Open it to see the detail view with every configuration tab.
The campaign detail view
The detail view is organized into tabs:
- Overview — status, pacing, and summary stats.
- Leads — every contact in the campaign's list, their status, and their call/message history.
- Fields — custom variables your prompt can reference (e.g.
{{company}},{{role}}). - Follow-ups — retry logic and cadence for leads the agent couldn't reach on first contact.
- Schedule — the calling window editor.
- WhatsApp template (for WhatsApp campaigns) — the approved business template the agent opens with.
- MCP bindings — tool servers attached to this campaign, plus any per-binding headers. See Integrations.
Pausing and resuming
You can pause a campaign at any time from the detail view. Pausing stops new outbound attempts immediately; in-flight calls are allowed to finish. Resuming picks up where it left off, respecting the schedule you configured.
What happens when a call ends
- The conversation transcript, recording, and any extracted fields are attached to the lead.
- If the agent booked a meeting, the event is created on the connected Google Calendar.
- Lead status is updated based on the outcome (e.g. qualified, callback, not interested).
- Follow-up rules decide whether the lead gets retried and when.
See Leads for how to drill into what happened on any individual contact.