Manage AI call campaigns
Keep what your AI agent does on outbound calls as named campaigns, and make calling batches from them.
Where to find it
Campaigns › Message campaigns › Call campaigns
Open this screen
Steps
- Open Campaigns › Message campaigns and choose the “Call campaigns” tab.
- Read each campaign's AI agent, the purpose of the call (or the script it follows) and how many batches use it.
- Press “New call campaign” to create one, or “New batch” to open Outbound call agents with this campaign chosen.
- Press “Delete” to remove a campaign; batches made from it keep their own copy.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| AI agent | The agent whose knowledge base answers the calls. A warning shows when its knowledge base has 0 passages. | — |
| Purpose of the call | The campaign's goal, or “Follows the script …” when it follows a saved script. | — |
| Batches | How many calling batches were made from the campaign. | — |
| New call campaign / New batch / Delete | Managers only. | — |
Troubleshooting
A campaign shows “0 passages”.
Its AI agent has nothing in its knowledge base yet, so it has little to answer from. Add sources to the agent first.
Creating fails with “This organisation has reached its limit of 200 call campaigns.”
Delete campaigns you no longer use, then try again.
Tips
- Changing a campaign does not change batches already made; each batch carries its own copy.
Good to know
- Nothing on this tab dials. A batch calls only when a manager starts it on Outbound call agents, through every call check.
Related how-tos
- Message campaigns Message the people who have already talked to your organisation on a chat channel, and keep your call campaigns, templates and unsubscribes in one place.
- Create an AI call campaign Tell your AI agent what to do on its outbound calls and how to call, and optionally make the first calling batch.
- Outbound call agents (AI batches) Have your AI agent call a list of numbers, one at a time, with the goal and calling instructions you set, and see what came of each call.
- Scripts Keep the call scripts your staff and AI agents follow: write them, draft them with AI, draw them as diagrams and attach them to lines, campaigns and batch calls.