Campaigns

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Outbound Campaigns is currently in Beta. Features may change.

This guide walks you through setting up an automated outbound calling campaign to reach your leads with personalized AI conversations.

Overview

Outbound campaigns allow you to:

Upload a list of leads with contact information

Personalize each call with lead-specific context

Schedule calls within specific time windows

Track progress and results for each lead

Prerequisites

Before creating a campaign, ensure you have:

An active agent - See Agents API

A phone number - See Phone Numbers API

A configured SIP trunk - The phone number must have a SIP trunk configured for outbound calls

The phone number used for outbound calls must have a SIP trunk configured for outbound dialing.

Quick Start

Create a Campaign

Create a campaign linked to your agent:

Add Leads

Add leads with personalization variables:

Start the Campaign

Set the campaign status to scheduled to begin calling:

Monitor Progress

Check campaign progress and lead statuses:

Personalizing Calls

System Message Template

The system_message_template is appended to your agent's existing system messages. Use {{variable}} placeholders that match keys in each lead's variables object.

Example Template:

You are calling {{name}}, the {{role}} at {{company}}.

Background:
- They expressed interest in: {{interest}}
- Previous interaction: {{last_contact}}
- Priority: {{priority}}

Your goal is to schedule a demo call.

Example Lead Variables:

{
  "name": "Maria Jansen",
  "role": "Head of Operations",
  "company": "LogiFlow BV",
  "interest": "workflow automation",
  "last_contact": "Downloaded whitepaper on Jan 5",
  "priority": "high"
}

Best Practices

Personalization Tips

Include the lead's name - Creates immediate rapport

Reference their company - Shows you've done your research

Mention their interest - Makes the call relevant

Keep it concise - Don't overload the agent with context

Scheduling

Time Windows

Campaigns only make calls during the configured time window:

Field	Format	Example	Description
`schedule_start_time`	HH:MM:SS	`09:00:00`	Earliest time to start calls
`schedule_end_time`	HH:MM:SS	`17:00:00`	Latest time to start calls
`timezone`	IANA	`Europe/Amsterdam`	Timezone for the schedule

Supported Timezones

Use any valid IANA timezone:

Europe/Amsterdam

Europe/London

America/New_York

America/Los_Angeles

Asia/Tokyo

etc.

Calls are processed one at a time. A new call starts only after the previous call ends.

Campaign Statuses

Status	Description	Calls Made?
`draft`	Campaign created but not active	No
`scheduled`	Campaign active, calling leads	Yes
`paused`	Temporarily stopped	No
`completed`	All leads processed	No

Status Transitions

Lead Statuses

Status	Description
`pending`	Waiting to be called
`calling`	Call currently in progress
`completed`	Call finished successfully
`failed`	Call failed (connection error, etc.)
`no_answer`	No answer after attempts

Bulk Import

For large lead lists, you can add multiple leads programmatically:

In the dashboard, you can upload a CSV file to bulk import leads with automatic variable mapping.

Monitoring & Results

Campaign Progress

The campaign object includes progress metrics:

{
  "total_leads": 150,
  "completed_leads": 45,
  "current_call_id": "call-uuid-123",
  "last_lead_processed_at": "2026-01-07T14:25:00.000Z"
}

Call Results

After a lead is called, you can retrieve the call details:

This includes:

Full transcript

Call duration

Call analysis (if configured on the agent)

Recording URL (if enabled)

See Calls API for details.

Error Handling

Common Issues

Campaign not making calls

Leads failing immediately

Agent not using lead context

API Reference

List Campaigns

GET /campaigns

Create Campaign

POST /campaigns

Update Campaign

PATCH /campaigns/{id}

Add Lead

POST /campaigns/{id}/leads

Campaigns API Reference - Full API documentation

Agents API - Create and configure agents

Call Analysis Guide - Analyze campaign call results

Overview#

Prerequisites#

Quick Start#

Personalizing Calls#

System Message Template#

Best Practices#

Scheduling#

Time Windows#

Supported Timezones#

Campaign Statuses#

Status Transitions#

Lead Statuses#

Bulk Import#

Monitoring & Results#

Campaign Progress#

Call Results#

Error Handling#

Common Issues#

API Reference#

Related#

Overview

Prerequisites

Quick Start

Personalizing Calls

System Message Template

Best Practices

Scheduling

Time Windows

Supported Timezones

Campaign Statuses

Status Transitions

Lead Statuses

Bulk Import

Monitoring & Results

Campaign Progress

Call Results

Error Handling

Common Issues

API Reference

Related