Campaigns Setup

Overview

Outbound campaigns allow you to upload a list of leads and have the system automatically call them sequentially with personalized context.

Architecture

Flow:

User creates campaign with CSV of leads

User starts campaign (status → scheduled)

Edge Function processes first lead

Call happens via LiveKit droplet

When call ends, database trigger fires

Trigger calls Edge Function to process next lead

Repeat until all leads processed

Components:

Next.js UI: Campaign creation, management, monitoring

Supabase Database: Campaigns, leads, triggers

Supabase Edge Function: Campaign processing logic

LiveKit Droplet: Call execution

Setup Instructions

1. Deploy Edge Function

2. Configure Environment Variables

In Supabase Dashboard → Settings → Edge Functions:

DROPLET_INTERNAL_URL: Your LiveKit droplet URL (e.g., http://142.93.xxx.xxx:8082)

DROPLET_INTERNAL_KEY: Your droplet internal authentication key

3. Configure Database

Run these SQL commands in Supabase SQL Editor:

4. Optional: Cron Backup

For extra reliability, add a cron job:

Dashboard → Integrations → Cron:

Name: process-campaigns-backup

Schedule: */2 * * * *

Type: HTTP Request

Method: POST

URL: https://YOUR_PROJECT_REF.supabase.co/functions/v1/process-campaign

Headers:

{
  "Authorization": "Bearer YOUR_SERVICE_ROLE_KEY",
  "Content-Type": "application/json"
}

Body: Check all active campaigns (requires Edge Function modification)

Campaign Lifecycle

Status Flow:

draft → Campaign being created

scheduled → Active, will process leads during time window

paused → Manually paused by user

completed → All leads processed

Lead Status Flow:

pending → Waiting to be called

calling → Call in progress

completed → Call finished successfully

failed → Call failed or errored

Monitoring

View Edge Function Logs:

Check Campaign Stats:
Query the campaigns table for completed_leads, failed_leads, and total_leads.

Debug Stuck Campaigns:
Check last_lead_processed_at - if older than 5 minutes and status is scheduled, campaign may be stuck.

Troubleshooting

Campaigns not processing:

Check Edge Function deployment: supabase functions list

Verify database settings: SELECT name, setting FROM pg_settings WHERE name LIKE 'app.%';

Check Edge Function logs for errors

Verify droplet is accessible from Supabase

Calls not initiating:

Check droplet logs

Verify organization has active phone number and SIP trunk

Verify organization has sufficient balance

Check Edge Function logs for detailed error

Time window not working:

Verify campaign timezone is correct

Check schedule_start_time and schedule_end_time format (HH:MM:SS)

Edge Function logs will show "Outside time window" message

Overview#

Architecture#

Setup Instructions#

1. Deploy Edge Function#

2. Configure Environment Variables#

3. Configure Database#

4. Optional: Cron Backup#

Campaign Lifecycle#

Monitoring#

Troubleshooting#