Campaigns Overview

A Campaign is the engine that drives outbound calling at scale. While you can trigger individual calls manually or via API, Campaigns allow you to upload thousands of leads and let Caller AI manage the dialing logic, retries, and reporting automatically.

The Three Pillars of a Campaign

1. The Assistant (Who)

Which AI persona will handle the calls? This determines the voice, script, and tools available during the conversation.

2. The Contact List (Who to Call)

The group of leads you want to target. This can be a CSV upload or a dynamic segment from your CRM.

3. The Phone Number (How)

The Caller ID that will appear on the lead's phone. You can use a single number or a pool of numbers.

Campaign Use Cases

Cold Outreach: Dialing a list of prospects to gauge interest in a product or service.
Database Reactivation: Calling old leads who haven't purchased in 6+ months to offer a new promotion.
Event Reminders: Calling registered attendees 24 hours before a webinar or live event to increase attendance rates.
Payment Collection: Polite reminders for overdue invoices.

Campaign Lifecycle & Statuses

Once you create a campaign, it moves through several states:

Draft
The campaign is being set up. No calls are being made.

Running
The dialer is active. Calls are being placed according to your concurrency limits (e.g., 5 calls at a time).

Paused
Dialing is temporarily stopped. You can pause a campaign manually, or it will auto-pause if you run out of credits or hit a preset error threshold.

Completed
All leads in the list have been dialed (or have reached the maximum retry limit).

Analytics & Reporting

Campaigns provide aggregated data, allowing you to measure success at a macro level:

Connection Rate: The percentage of leads who actually answered the phone.
Avg. Duration: How long the AI kept the lead on the line.
Goal Completion: How many leads resulted in a "Success" outcome (e.g., booked appointment).