Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.replify.ai/llms.txt

Use this file to discover all available pages before exploring further.

Organizations with more than one assistant—different brands, regions, or offers—often used to rebuild the same outreach separately on each assistant: repeat the wizard, reconcile copy and timing by hand, and take each assistant live on its own while trying to prevent drift between locations. Multi-Assistant Campaigns replace that with one campaign that carries the shared backbone (timing, channels, core strategy, eligibility) while each assistant only receives the deltas that genuinely differ. That means fewer duplicate builds, tighter alignment wherever messaging should match, and a clearer place to set pricing, promo URLs, tone, facts, or placeholders per assistant instead of juggling parallel campaigns. This page is a companion to Creating a Campaign and Managing Your Campaign. Start there for the full setup walkthrough; come back here when you want to add or manage Multi-Assistant on a campaign.

​
Why Use Multi-Assistant Campaigns?

  • Single source of truth — Every attached assistant runs from the same campaign record; you are not maintaining many nearly identical copies in parallel.
  • Local control without redundant work — Branch only where it matters (rules, knowledge, assistant-specific fields) while the rest of the plan stays identical.
  • Clear ownership and reporting — See which assistants are on the campaign and how contacts and performance split by assistant.
  • Staged go-live — Bring Go Live online for one assistant first, validate deliverability and content, then expand—instead of an all-at-once cutover everywhere.

​
Turning On Multi-Assistant Mode

When you create or edit a campaign, open Campaign Basics. You will see Multi-Assistant Campaign with short help text about Multi-Assistant. Switch it on if you want more than one assistant to use this campaign.
After you save, you cannot turn Multi-Assistant off and go back to a single-assistant-only version of this campaign. Choose this when you are sure you want the campaign shared in this way.
Saving with Multi-Assistant enabled adds Multi-Assistant Setup as the fourth panel in the builder, after Campaign Basics, Delivery & Timing, and Behavior & Rules. There you choose assistants and add any assistant-specific details. Save when finished, then run Simulate campaign from the campaign edit or management view when you want to test.

​
Sharing a campaign from the list

On your campaign list, open Share campaign:
  1. Turn on Shared with other assistants.
  2. Choose the other assistants to include. The assistant you are working as today stays on the campaign; you add teammates with the switches.
Sharing cannot be undone. Once a campaign is shared in this way, it stays a Multi-Assistant Campaign.

​
If an assistant is grayed out

Every assistant on the campaign must be able to use all the channels this campaign uses—phone, email, text, or whichever you selected. If something is not set up yet, that assistant may appear disabled until you enable the missing channel in Settings for that assistant. The tooltip usually explains what is missing.

​
Building the Campaign (Multi-Assistant)

When Multi-Assistant is on, the wizard flows like this:
1

Campaign Basics

Name, goal, schedule, and the Multi-Assistant Campaign option—the same basics as in Creating a Campaign.
2

Delivery & Timing

Channels, messages, and how the campaign runs.
3

Behavior & Rules

Shared knowledge, instructions, and eligibility rules for the whole campaign.
4

Multi-Assistant Setup

Which assistants participate, plus any per-assistant differences: extra instructions, extra knowledge, or assistant-specific wording where needed.

​
Optional settings for each assistant

Here you can fine-tune this assistant only without changing the rest of the campaign:
  • Custom rules — Tone, offers, reminders, or location-specific details (for example a different price or promo) that apply when this assistant runs the campaign.
  • Custom knowledge — Facts that matter for this assistant or brand line, on top of the main Campaign Knowledge.
  • Assistant-specific fields — When messages use placeholders (membership links, registration URLs, addresses, or other values that differ by assistant), fill in only what belongs to this assistant so each location keeps the correct destination.
The Behavior & Rules step still sets the baseline for all assistants on the campaign; these options add what each assistant needs on top of that.

​
Channels stay consistent

You choose the campaign’s channels once. Every assistant you include has to be able to send on those channels—when sharing the campaign and before you turn the campaign on.

​
Finding campaigns in Campaign Manager

Above the campaign table, use the visibility control:
  • All Campaigns — Everything your organization can see.
  • This Agent — Campaigns for the assistant you have selected right now.
  • Shared Only — Multi-Assistant Campaigns only (shared with more than one assistant).
In All Campaigns, some rows may look lighter or muted when they are not focused on the assistant you are viewing—so you still get a full picture without losing track of what you are working on today.

​
The Assistants tab (follow-up campaigns)

For follow-up campaigns that use Multi-Assistant, you will see an Assistants tab next to Contacts, Performance, and the rest. Use it to:
  • See which assistants are part of the campaign.
  • Spot who still needs a bit of setup before you can turn things on for them.
  • Finish any per-assistant details (for example required fields under Multi-Assistant Setup or Assistants) that you still owe.

​
Going live

Go Live on a Multi-Assistant Campaign starts real outreach for simple (one-time) and follow-up (ongoing) campaigns. Execution follows each campaign type’s rules (scheduled sends, manual runs when contacts are added, and similar options). You will find Go Live in the campaign’s management area (same area as other actions described in Managing Your Campaign).

​
After you go live

You will be reminded that most settings can no longer be edited once the campaign is live—or follow the same Draft vs Active guidance you use for other campaigns.
The campaign can show as active even if not every assistant has been turned on yet. See the next section.

​
If Go Live is not available yet

The button stays inactive when:
  • The campaign is archived.
  • Something in the builder is still incomplete—hover the button for hints, often with a path back to the right step.
  • On a Multi-Assistant Campaign, nobody is ready to turn on yet (for example required per-assistant details are still missing).

​
Single-assistant vs Multi-Assistant

  • Single-assistant campaign — You usually see a simple confirmation, for example Go Live!
  • Multi-Assistant Campaign — You may see Select Assistants to Go Live. You tick the assistants you want to start now; you do not have to select every assistant.
Each line in that list is one assistant:
  • Already live — That assistant is already running; nothing more to do here.
  • Ready — Required details are filled; you can include them in this go-live.
  • Needs details — Finish the missing information (often under Multi-Assistant Setup or Assistants) before the box can be checked. Hover to see what is missing.
Use Select all to choose every assistant who is ready. You need at least one assistant selected to confirm.
Roll out gradually if you like: go live for one assistant today, finish setup for another assistant next week, and click Go Live again for whoever is left.
If something is still missing, you will be asked to finish the required details before you continue. For Draft, Active, Paused, and Archived, keep using Managing Your Campaign.

​
Contacts and results

The Contacts tab often shows which assistant each person belongs to and lets you filter by that assistant on a Multi-Assistant Campaign. That makes handoffs and follow-up easier. The Performance tab lets you compare results by assistant, so you can evaluate assistants or brands side by side.