Creating a Campaign

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Getting Started

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

The campaign creation wizard walks you through four steps:

1. Campaign Basics — Set your campaign details and schedule
2. Delivery & Timing — Choose channels, messaging, and execution settings
3. Behavior & Rules — Set up knowledge, instructions, and eligibility criteria
4. Review & Simulate — Review your configuration and test before saving

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Creating a Simple Campaign

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

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Step 1: Campaign Basics

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

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Step 2: Delivery & Timing

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Communication Channel (required)

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

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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

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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 Core Behavior.

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

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

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 Core Behavior. If a contact is added outside of business hours, the outreach will be sent once business hours resume.

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Step 3: Behavior & Rules

Campaign Knowledge: Add details that contacts may ask about during this campaign. Type in a single detail or add multiple items separated by line breaks. Once added, you can search through your knowledge items. Additional Instructions: Provide extra guidance for your AI assistant. You can specify tone (friendly, professional, casual), style preferences, key messages to include, or any other guidance.

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Step 4: Review & Simulate

Review your campaign configuration before saving. The summary shows all your settings including:

• Campaign Title and Description
• Communication Channel and Execution Mode
• Scheduled Date and Time (if applicable)
• Additional Instructions and Campaign Knowledge

Test Your Campaign: Click Simulate campaign to run a simulation and see how your campaign would interact with a contact. This is a great way to verify your messaging before going live. When you’re ready, click Save and Manage Campaign to save your campaign and proceed to adding contacts.

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Creating an Ongoing Campaign

Ongoing campaigns are designed for automated, multi-step outreach with scheduled follow-ups across one or more channels.

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Step 1: Campaign Basics

Campaign Title (required): Your campaign name (set during creation, editable here). Campaign Goal (required): Describe what you want this campaign to achieve. The AI will use this goal to generate outreach that helps achieve it. Example: “Drive bookings for upcoming massage or recovery sessions” or “Get members to upgrade to an unlimited plan during our summer sale event.” Campaign Schedule:

• Start Date (required): When the first outreach will be sent (MM/DD/YYYY)
• End Date: Optional. If provided, this will be the last date the AI will send messages.
• Time of First Outreach: Specify when the first outreach should occur. Select a specific time or choose “As soon as possible.” Time is based on the timezone set in Core Behavior.

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Step 2: Delivery & Timing

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Communication Channel (required)

Select one or more channels for outreach: Phone, Email, and/or Text.

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Customize First Outreach

Channel of First Outreach: Choose which communication channel the AI should use for the first outreach to each contact.

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Outreach Pacing

Configure how often and how many times the AI reaches out: Max Outreach Attempts: Set the maximum number of times each contact can be messaged or called in this campaign (e.g., 3 attempts per contact before stopping). Follow-Up Frequency: Choose how frequently the AI follows up with contacts:

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Step 3: Behavior & Rules

Campaign Knowledge: Add details that contacts may ask about during this campaign. Type in a single detail or add multiple items separated by line breaks. Once added, you can search through your knowledge items. Additional Instructions: Provide extra guidance for your AI assistant. You can specify tone (friendly, professional, casual), style preferences, key messages to include, or any other guidance. Contact Eligibility Criteria: Define which contacts should be included in this campaign. Describe criteria for determining which contacts qualify for continued outreach. Example: “Anyone who hasn’t said no or wants to unsubscribe” or “Contact is an active member and is not in the unlimited plan.”

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Step 4: Review & Simulate

Review your full campaign configuration before saving. The summary shows all your settings including:

• Campaign Title and Goal
• Start Date, End Date, and Time of First Outreach
• Communication Channels and Channel of First Outreach
• Max Outreach Attempts and Follow-Up Frequency
• Additional Instructions, Campaign Knowledge, and Contact Eligibility Criteria

Test Your Campaign: Click Simulate campaign to run a simulation and see how your campaign would interact with a contact. When you’re ready, click Save and Manage Campaign to save your campaign and proceed to adding contacts.

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Next Steps

After creating your campaign, you’ll need to add contacts and manage it. See Managing Your Campaign for details on contacts, statuses, manual review, and reporting.