How a Campaign Works
The campaign creation flow walks you through these steps in order:- Call Details — describe your business, target audience, conversation goal, and language
- Voice Selection — pick a voice and tune Speech Rate / Stability / Similarity
- Voicemail Settings — configure what happens when you reach voicemail
- Follow-ups — enable SMS or email follow-ups
- Call Forwarding, Keypad Navigation, Background Ambiance — additional call-handling toggles
- Test Call — hear the AI in your browser or on your phone before going live
- Upload Contacts — provide a CSV or pull from your AI CRM
- Pacing & Scheduling — set daily limits, calling hours, and active days
- Launch — the campaign dials contacts automatically and populates your results dashboard in real time
Key Concepts
Call Script
The call script defines the AI’s persona, tone, and how it should structure conversations. It includes a role summary, personality description, and a structured call flow. You can write it manually or use the AI-assisted generator.Call Details
Call details are structured fields (business name, value proposition, objection responses, etc.) that inform the AI without requiring you to write a full prompt. The AI uses these to generate natural responses in context.Credits
Each connected call deducts one credit. Voicemails count the same as full conversations. Calls that fail to connect (status “Failed”) are refunded automatically.What Happens After a Call
After each call, the portal records:- The final status (Answered, Missed, Failed, Cancelled, or DNC)
- A full transcript
- An AI-generated summary
- A lead warmth score (hot, warm, cold, dead, or unknown)
Next Steps
Create Your First Campaign
Start with your campaign’s Call Details
Dashboard & Analytics
Understand your campaign metrics