Campaigns
Campaigns is where you build, configure, and manage outbound or mixed-mode calling programs. Campaigns combine AI agents, workflows, human reps, and reporting to generate bookings and deals.
Campaign Settings
Manage the campaign’s name, booking rules, and calendar preferences.
Campaign Name – The display name for the campaign.
Calendar Policy – Choose how booking times are calculated (e.g., Business Days).
Timezone – Define the timezone for scheduling and AI calls.
Booking Preferences – Set meeting duration, event buffers, and enable “Charge on Submit” for payment-based bookings.
Dialer & AI Settings
Configure your AI-powered dialer and behavior logic.
Assign Outbound, Inbound, and Voicemail Agents.
Select an Inbound Number for routing and tracking.
Add a Voicemail Script for missed calls.
Enable Allow Booking and Allow Transfers to determine agent behavior during calls.
Available Reps
Manage which team members or users are connected to this campaign.
Add or remove reps available to take booked calls or appointments.
Use this list to control availability and lead assignment visibility.
Business Hours
Define when AI calls and bookings can occur.
Set daily start and end times for each day of the week.
Keep agent scheduling consistent across time zones.
Campaign Sequence
Control how and when calls occur within your campaign.
Create multi-stage call flows with up to 3 calls per stage.
Define wait times, start and end windows, and repeat intervals.
Inherit the campaign’s calendar policy for precise timing.
Workflows
Automate campaign responses and next actions.
Set triggers for outcomes like Missed Call, Booked, Not Interested, or Do Not Call.
Attach prebuilt or custom workflows to each event type.
Use these to automate SMS follow-ups, CRM updates, or lead status changes.
Webhooks
Integrate your campaign activity with external systems.
Create or manage webhooks that send data to third-party tools.
Each webhook can be configured by event type (e.g., Booking Created, Call Completed).
Use Cases
Automated Appointment Campaigns – Connect your form to instantly trigger calls and bookings.
Lead Qualification – Let AI agents call, qualify, and transfer leads to live reps.
Post-Booking Workflows – Trigger SMS reminders or CRM updates when appointments are booked.
Reactivation Campaigns – Run multi-stage call sequences to re-engage inactive leads.
Best Practices
Define business hours and sequence rules before activation.
Assign both AI agents (outbound/inbound/voicemail) and human reps (for transfers/bookings).
Use workflows to handle common outcomes automatically.
Set up webhooks for external reporting and integrations.
Validate configuration in Test Mode before activating.
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