Creating a Campaign

Follow the campaign creation wizard to configure your outreach in a few straightforward steps.

Overview

The campaign creation wizard walks you through everything you need to launch outreach: naming your campaign, selecting your channels, configuring each channel's settings, and assigning your contacts. Once created, the campaign opens in its command center where you can monitor and control each channel.

How It Works

Step 1 — Name Your Campaign

Enter a campaign name (required) and an optional description. Choose a name that reflects the audience and goal so it is easy to identify later in your campaign list. For example: "March Renewal Outreach — SMB".

Step 2 — Choose Your Channels

Select one or more channels to include in the campaign:

AI Voice — An AI agent calls each contact automatically.
SMS Blast — A text message is sent to each contact.
Multi-Line Dialer — Your human agents dial contacts in parallel across multiple lines.

You can add more channels after the campaign is created, so you do not need to plan everything upfront. See Campaign Channels for a full comparison.

Step 3 — Configure Each Channel

For each channel you selected, you will set it up individually:

AI Voice channel:

Select the AI voice agent to use for calls.
Set the maximum number of simultaneous calls.
Choose whether to leave voicemails and, if so, which voicemail message to use.

SMS Blast channel:

Write or select the message template.
Set the send time or send immediately.

Multi-Line Dialer channel:

Set the number of parallel lines.
Assign the human agents who will handle answered calls.

Step 4 — Assign Contacts

Upload a CSV file or select a previously uploaded contact list. All channels in the campaign will use this same list. If you have not uploaded contacts yet, see Uploading Contacts.

Step 5 — Review and Create

Review your campaign summary — name, channels, and contact count — then click Create Campaign. The campaign is created in Draft status and you are taken to the campaign command center.

From the command center, you can activate each channel when you are ready to start outreach.

Adding More Channels Later

After a campaign is created, you can add new channels at any time from the campaign command center. This is useful for remarketing — for example, adding an SMS channel to follow up on contacts who did not answer your AI Voice channel. See Remarketing for details on targeting contacts by their previous outcomes.

Tips & Best Practices

Check your contact list before launching. Make sure phone numbers are formatted correctly and duplicates are removed to avoid wasted dial attempts.
Configure your AI agent first. If you plan to use an AI Voice channel, set up and test your voice agent before starting the campaign wizard. See Creating a Voice Agent.
You do not need to activate immediately. Creating a campaign does not start any outreach. Each channel must be activated separately, giving you time to double-check settings.
Use descriptive channel names. When you add multiple channels to one campaign, give each a clear name (e.g., "Initial AI Call" and "SMS Follow-Up") so the analytics timeline is easy to read.