Before you start
You need:- An agent that’s built and tested - see Building agents and Test.
- At least one active phone number to call from - see Phone numbers if you haven’t connected one.
- A list of recipients, either as a CSV file you already have or one built from the agent’s template during setup.
How a campaign is built
- Build the campaign - name it, pick the agent and calling numbers, upload or build the recipient list, map any variables the agent needs, and set optional retry rules and a call time window.
- Launch now, or schedule it for a future time.
- Manage it while it runs - pause, resume, or stop it, watch progress and per-recipient results, and export the outcome.
Who can do what
Members can build, launch, and manage campaigns in workspaces they can access. Viewers can see campaigns but not create or control them. See Roles and permissions for the full breakdown.What’s next
- Build your first campaign.
- Review Variables if your agent personalizes calls by name or other per-recipient details.