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Campaign Creation Process

1

Navigate to Campaigns

Click “Campaigns” in the sidebar, then “Create Campaign”
2

Configure Basic Settings

Campaign Name Choose a descriptive name (e.g., “Summer Sale Outreach 2025”) Select Agent Choose which agent will make the calls Select Phone Numbers - Choose one or more phone numbers - Multiple numbers enable load balancing - If none selected, default numbers will be used
3

Set Schedule

Start Date/Time When the campaign should begin End Date/Time When the campaign should end Timezone ⚠️ All times will be converted to this timezone: - Asia/Kolkata (UTC+5:30) - India - America/New_York (UTC-5:00) - EST - Europe/London (UTC+0:00) - UK - And more…
4

Configure Working Hours

From Hour Start of calling window (24-hour format, e.g., 9 for 9 AM) To Hour End of calling window (e.g., 18 for 6 PM) Days Calls will be made Monday-Sunday by default
5

Set Retry Settings

Max Retry Count How many times to retry failed calls (default: 5) Cooldown Minutes Time between retry attempts (default: 45 minutes)
Failed calls will only be retried during working hours
6

Upload Calling List

After creating the campaign, you’ll be directed to the calling list page. Upload your contacts via: - CSV upload (recommended) - Manual entry - API for large lists (contact support)
7

Launch Campaign

Review settings and click “Start Campaign”

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Campaign Dashboard

View all campaigns with:
  • Campaign name and status
  • Total calls, completed, failed
  • Progress indicators
  • Start/stop controls

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Campaign Actions

Start

Begin making calls

Pause

Temporarily stop (can resume later)

Stop

End campaign (cannot be resumed)

Export

Download call results as CSV

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Best Practices

Always test with a small list (10-20 contacts) before launching a full campaign. This helps catch issues early.
  • Set appropriate calling windows - Honor local timezones - Avoid early mornings and late evenings - Follow do-not-call regulations
  • Use moderate retry counts (3-5) - Set appropriate cooldown periods (45-60 minutes) - More retries don’t always mean better results
For larger campaigns, use multiple phone numbers to: - Distribute call load - Improve deliverability - Reduce call blocking
Ensure your CSV has all required columns and correct formatting before upload. See CSV Format guide.
Make several test calls before launching a campaign to ensure your agent handles all scenarios correctly.

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Monitoring Campaigns

Track your campaign in real-time:
  • Total Calls: Number of contacts in list
  • Completed: Successful calls made
  • Failed: Calls that failed
  • Pending: Calls waiting to be made
  • Progress: Visual progress bar

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Next Steps

CSV Format Guide

Learn how to format your calling list

Custom Variables

Personalize conversations with variables