Write a new message campaign

Switched off until an operator turns it on

Choose who receives it, how replies are handled and the message, then save it as a draft or send it when sending is on.

Where to find it

Campaigns › New campaign

Open this screen
The new campaign page with Who receives it, Replies, Content, Suggested templates and the message preview.

Steps

  1. Open 📣 Campaigns › New campaign (or “New campaign” on Message campaigns) and keep the type “Message”.
  2. Under “Who receives it”, choose the “AI agent” and the “Channel”. For LINE, choose “People who messaged you” (any time, or the last 7, 30 or 90 days) and read the count of people who can receive it.
  3. Under “Replies”, choose “AI replies” (the agent answers) or “Human takeover” (replies go to the inbox and the agent stays quiet).
  4. Under “Content”, enter the “Campaign name” and write the “Message”, or fill it from “Message template”, “Use template” or a “Suggested templates” item (“Use”).
  5. Check the “Preview”, then press “Save as draft” (sends nothing) or “Send now”. Send now stays off, with the reason on hover, until the channel can send.

Settings on this screen

SettingWhat it doesDefault
AI agentThe agent the campaign is sent on behalf of; remembered across the AI pages.—
ChannelLINE, SMS and other chat channels. Only LINE (and SMS once enabled) can send; the others are not built in Call.LINE
People who messaged youHow recently a person must have written to your agent on that channel.At any time
RepliesAI replies or Human takeover.AI replies
Campaign nameRequired, up to 120 characters.—
Message templateOne of this agent's saved campaign messages.No template selected
Use templateOpens the message template library and puts the chosen text in the message box.—
MessageUp to 2,000 characters. {name} becomes each person's name; a line on how to stop is added to the end.—
Suggested templatesTen ready-made messages for this agent; “Use” copies one into the message.—
Save as draft / Send nowManagers only. A message typed without a template is also kept as a template.—

Troubleshooting

A yellow banner lists placeholders under “Replace these with real text before sending:”.

Words in braces other than {name} would go out exactly as written. Replace them with real text.

The page says “Create an AI agent first. A campaign is sent on behalf of one agent.”

Your organisation has no AI agent yet. Create one under “All agents”, then come back.

The count says the channel is not connected for this agent.

Nobody can be counted or reached on that channel yet; the campaign can only be saved as a draft.

Saving shows “Enter a campaign name.”

Type a campaign name first.

Tips

  • A campaign only goes to people who messaged your agent on that channel first, one to one. Group rooms and anyone who asked to stop are never sent to.
  • Nothing here changes what a live call says.

Good to know

  • Sending is off until an operator turns it on; until then Save as draft is the only way to keep the campaign.
  • Members who cannot manage the organisation can view this page but not save.

Related how-tos

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