Outbound Campaigns
Campaigns let you proactively reach out to your contacts through SMS, email, and voice calls. Instead of waiting for users to come to you, your AI agents go to them — with personalized messages at scale.What Are Campaigns?
A campaign is a batch outreach operation. You define:- Who to contact (a contact group)
- How to reach them (SMS, email, or voice)
- What to say (a message template with personalization)
- When to send (immediate or scheduled)
Campaign Types
| Type | Description | Best For |
|---|---|---|
| SMS | Text message campaigns | Appointment reminders, quick notifications, surveys |
| Email outreach with templates | Newsletter, onboarding sequences, announcements | |
| Voice | Automated AI phone calls | Sales outreach, appointment confirmations, feedback collection |
Creating a Campaign
Step 1: Choose a Contact Group
Select or create a group of contacts to reach. See Contact Management for details on importing and organizing contacts.Step 2: Select Campaign Type
Choose SMS, email, or voice. Each type has different configuration options.Step 3: Configure the Message
SMS Campaigns
Write your message template with personalization variables:Email Campaigns
Configure subject line, body, and optional HTML template:Voice Campaigns
For voice campaigns, you configure the agent that will make the calls:- Select the AI agent to use for calls.
- Set the opening message (what the agent says first).
- Configure the agent’s instructions for the call.
- Set call duration limits.
Step 4: Configure Settings
| Setting | Description |
|---|---|
| Campaign Name | Internal name for tracking |
| Agent | The AI agent handling responses |
| Caller ID | Phone number or email sender identity |
| Retry Schedule | Per-step list of delays for failed deliveries — see Retry & Escalation |
| Escalation | Notify a human via email and/or webhook when retries are exhausted — see Retry & Escalation |
Step 5: Schedule or Send
Choose when to execute the campaign:- Send Now: Starts immediately.
- Schedule: Pick a date and time.
- Recurring: Set up daily, weekly, or monthly execution.
Via the API
Template Variables
Personalize your messages with contact fields and custom variables.Built-in Variables
| Variable | Description |
|---|---|
{{first_name}} | Contact’s first name |
{{last_name}} | Contact’s last name |
{{email}} | Contact’s email address |
{{phone}} | Contact’s phone number |
{{company}} | Contact’s company name |
{{agent_name}} | The name of your AI agent |
Custom Variables
Add custom fields to your contacts and use them in templates:Scheduling and Timezone Support
Timezone-Aware Scheduling
Campaigns respect your contacts’ timezones. When you schedule a campaign for “9:00 AM”, each contact receives the message at 9:00 AM in their local timezone.Sending Windows
Restrict message delivery to appropriate hours:| Setting | Description |
|---|---|
start_hour | Earliest hour to send (e.g., 9 for 9 AM) |
end_hour | Latest hour to send (e.g., 17 for 5 PM) |
excluded_days | Days to skip (e.g., ["Saturday", "Sunday"]) |
Campaign Execution and Monitoring
Campaign States
| State | Description |
|---|---|
| Draft | Saved but not scheduled |
| Scheduled | Queued for future execution |
| Running | Actively sending messages |
| Paused | Temporarily halted (can be resumed) |
| Completed | All messages sent |
| Failed | Execution encountered errors |
Monitoring a Running Campaign
Track your campaign’s progress from the dashboard:- Sent: Number of messages delivered
- Delivered: Confirmed delivery count
- Replied: Number of contacts who responded
- Failed: Messages that couldn’t be delivered
- Pending: Messages still in queue
Pausing and Resuming
If something looks wrong, pause the campaign immediately:Campaign Results
After a campaign completes, review the results:Best Practices
- Start small: Test with a small group before sending to your full list.
- Personalize: Messages with the contact’s name get significantly higher response rates.
- Respect time zones: Nobody wants a business text at 3 AM.
- Set sending windows: Restrict to business hours for professional outreach.
- Monitor actively: Watch the first few minutes of a campaign for issues.
- Handle opt-outs: Always include an opt-out mechanism (required by law for SMS).
Next Steps
- Contact Management — Import and organize your contact lists.
- Retry & Escalation — Per-step retry schedules and email/webhook escalation.
- Billing — Understand campaign costs.
- Agent Configuration — Set up the agent that handles campaign responses.

