Creating a Campaign

Getting Started

to your AI Assistant portal
Navigate to Campaign Manager in the left navigation bar
Click + Create Campaign
Choose a template or select Create from Scratch (see Campaign Templates for details on available templates)
Enter a Campaign Name in the popup that appears, then confirm to create the campaign

You can edit the campaign name later in the campaign configuration.

The campaign wizard walks through these panels in order:

Campaign Basics — Campaign details and schedule (toggle Multi-Assistant Campaign here when needed).
Delivery & Timing — Channels, messaging, and execution settings.
Behavior & Rules — Knowledge, instructions, and eligibility criteria.

Multi-Assistant adds a fourth panel (Multi-Assistant Setup) after Behavior & Rules so you can attach other assistants and their customizations. Read Multi-Assistant Campaigns for setup. Save after the final wizard panel—for example via Save and Manage Campaign—then use Simulate campaign from the campaign edit or management view whenever you want to rehearse outreach before contacts are reached.

Make sure all your configuration settings are finalized before going live. Once a campaign is active, you cannot return it to Draft status.

Creating a Simple Campaign

Simple campaigns are designed for one-time outreach where each contact is reached once through a single channel.

Step 1: Campaign Basics

Campaign Title (required): Your campaign name (set during creation, editable here). Campaign Description: Optional internal notes about this campaign.

Step 2: Delivery & Timing

Simple campaign delivery and timing step

Communication Channel (required)

Select one channel for outreach: Phone, Email, or Text.

Some communication channels may be disabled. Hover over disabled channels to see why and how to enable them. Consider all legal and compliance requirements per channel to ensure compliance with all applicable laws and regulations in your jurisdiction. You need to get explicit consent from individuals for sending text campaigns.

Message Strategy

Choose how you want to create your campaign messages:

Write the exact message myself — Provide the specific message content for your selected channel
Let AI generate the message — The AI will create contextual messages based on your campaign goal

Campaign Execution

Choose when you want this campaign to run: Run at a specific date & time — Schedule your campaign to start at a precise date and time. All contacts in the list will be contacted at the scheduled time.

Scheduled Date (required): When the first outreach will be sent (MM/DD/YYYY)
Scheduled Time: Select a specific time or choose “As soon as possible.” Time is based on the timezone set in .

After the scheduled date passes, the campaign switches to an “as soon as contacts are added” mode — any new contacts added to the campaign will be reached out to immediately. There is currently no option to re-schedule for a future date.

Run manually — You control when outreach is sent. Here’s how it works:

Complete your campaign configuration and add your contacts
Press Go Live to mark the campaign as active
Click Start all outreaches to begin contacting all contacts in the list
Once the campaign finishes, you can add new contacts and click Start all outreaches again to reach the new contacts

When you re-run a manual campaign, it will also retry contacts that failed during the previous run. If you don’t want failed contacts to be retried, remove them from the contact list before starting again. Contacts with a Completed status will not be reached out to again.

Run automatically when contacts are added — The campaign will automatically reach out to contacts as they are added to the campaign. Outreach is only sent during business hours based on the timezone set in . If a contact is added outside of business hours, the outreach will be sent once business hours resume.

Step 3: Behavior & Rules

Saving and simulation

After Behavior & Rules, save to finish—for example Save and Manage Campaign—or finish Multi-Assistant Setup when Multi-Assistant is on (Multi-Assistant Campaigns). Use Simulate campaign from the campaign edit or management view to rehearse outreach. See Managing Your Campaign once the campaign exists.