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Open a campaign to work with Recipients, Summary, and Results. Campaigns with direct booking also show Bookings.

Recipients

Recipients shows each contact’s progress through the campaign. Campaigns with several numbers per contact can group those attempts under one person. Use the available status, search, and sort controls to narrow the list. Open a contact to inspect its individual call attempts. The contact-level status filter includes All, Pending, In Progress, Reached, Exhausted, Cancelled, and Do Not Call. Each individual attempt can use one of these statuses. Do Not Call (DNC) is the abbreviated result label.

Summary

Summary shows campaign outcomes and progress. It can include answered, missed, failed, active, cancelled, and Do Not Call totals. It also shows delivery schedule details, the next calling window, and estimated completion when those details apply. The task summary counts completed and open work by lead warmth. Use it to prioritize campaign follow-ups.

Results

Use Results to search call details by contact name, phone number, transcript, or summary. Available filters cover call status and open tasks. Sort calls by name, number, lead warmth, duration, or recent activity. Switch between the active inbox and archived results. An unread dot remains until you open a result. Use Mark as Read or Mark as Unread to manage review state. Choose Archive after you review a result and finish its work. Use Archived to find it again.

Open a call

Expand a result to review its recording, transcript, summary, status, duration, and lead warmth. AtllasX can classify an answered conversation as hot, warm, cold, dead, or unknown. Update the warmth when your review reaches a different conclusion. For a contact with several attempts, the summary badge uses the hottest outcome. Sort by lead warmth to put stronger opportunities first. The AI can extract follow-up tasks from the conversation. Mark each task complete after your team performs the action. Each task can describe what to do, when to do it, why it matters, and how to perform it. Use Mark Incomplete when completed work needs attention again. The campaign task summary updates with each change. The task card shows overall completion and a breakdown by warmth. It remains hidden when the campaign has no extracted tasks. Task completion stays synchronized with Follow-ups.

Follow-up delivery

A configured text or email follow-up runs only when its consent and contact requirements are satisfied. After a successful automatic text, the expanded result shows the destination number. No manual action is then required. Some failed or uncertain text sends create a task for review. Correct the phone number and retry when the result provides that action. Expand the result, enter a corrected number, and choose Send. Choose Resend after a failed attempt. Hover over a failed task to see the provider’s rejection reason. You can also complete the task when you handle it elsewhere.

Campaign bookings

Bookings appears when direct booking is on for the campaign. It lists appointments that the AI created during campaign calls. Use the unified Bookings page to review appointments across AI Calling and AI Receptionist.

Export campaign data

Use the campaign export action to download available result data. The campaign can also provide bulk recording or transcript downloads. The result export includes status, duration, and lead warmth for each available call. Keep exported files in a location that follows your organization’s privacy and retention rules.