Choose Campaigns under Outbound Campaigns to manage AI Calling. Choose New campaign to start the builder.
The list supports search, status filters, sorting, date filters, row selection, and pagination.
Campaign states
A campaign can remain queued until its allowed calling window opens. The row can show the next available window.
Row actions
Open a campaign row to continue work or review results. The overflow menu shows actions allowed for the current state.
- Edit draft or Edit campaign opens a draft or scheduled campaign.
- View campaign summary opens a completed or cancelled campaign.
- Duplicate creates a new draft from the campaign settings.
- Cancel returns a scheduled campaign to draft. For queued or active campaigns, it permanently stops remaining calls.
- Delete permanently removes the campaign.
Team owners can also assign campaigns, take ownership, or add campaigns to the team when those actions apply.
Choose several rows for supported bulk actions, such as duplication or deletion.
Campaign details
An active or finished campaign includes Recipients, Summary, and Results. Campaigns with booking turned on also include Bookings.
Use Recipients to inspect contact progress. Use Results for calls, transcripts, recordings, warmth, and tasks.
Use Summary for outcomes, schedule progress, and estimated completion. Use Bookings for appointments created by that campaign.
Cancel an active campaign only when you want to stop its remaining calls
permanently. Duplicate it when you need a new version with different settings.
