Create a campaign

Step through the campaign form: basics, channels, voice agent, contacts, outcome, and schedule.

Open AI Campaigns and click New campaign. The form tracks your progress across five sections — Basic, Voice, Contacts, Outcome, Schedule — with a completion bar and a sticky Save button, so you can fill it in any order and save as a draft at any point.

1. Basics

   Name the campaign (a default name is pre-filled), add an optional description, and pick an icon. Then choose your channels with the Voice / SMS / Email pills — any combination works; Voice is on by default.

2. Sender number

   Pick the phone number the campaign calls and texts from. No numbers yet? Buy a number or Import a number right from here — see Phone numbers.

3. Configure the voice agent

   Choose the model, voice, and language, write the system prompt (or start from a persona template), and set the welcome message. Details in Build your voice agent.

4. Write SMS and email messages (if enabled)

   • SMS: a message template with {{first_name}}-style merge fields, a character/segment counter, and a live preview. “Reply STOP to opt out.” is appended automatically, and opted-out or DNC’d numbers are skipped.
   • Email: subject and body with the same merge fields and preview. An unsubscribe footer is added automatically, and suppressed or bounced addresses are skipped — the form warns you if any selected recipients are already suppressed.
5. Choose the audience

   Select one or more contact lists, or Import from CSV. Use Preview contacts to review and exclude individual people before the campaign dials them.

6. Pick the outcome

   Data collection (capture fields into a customer, lead, deal, or custom object), Appointment booking (books onto a distribution pool’s connected calendars), or Informational. For data collection, tick the fields to capture and mark each Required or Optional — new records are auto-assigned to your team round-robin.

7. Set the schedule

   Start and end date/times, timezone, recurrence, the daily calling window, and an optional holiday calendar. See Schedules & lifecycle.

8. Test, then start

   Use Test Campaign to have a live voice conversation with your agent in the browser before any real contact is called. When you’re happy, Save and click Start on the campaign.

Campaigns save as drafts until you start them, so you can build one over multiple sittings. You can also Clone an existing campaign to reuse its setup.