An AI voice campaign calls a list of contacts with your AI agent, on the schedule you set, and then runs the Outcomes rules you define after every call — tagging contacts, setting lead temperature, marking numbers valid or invalid, retrying no-answers, and more. This guide walks the five-step Create Campaign wizard end to end.
Before you start: publish at least one AI voice agent (it needs an outbound phone number), and have your contacts in the CRM. New here? See Build a Custom AI Voice Agent from Scratch and Provision a Phone Number for SMS and AI Voice.
Open the campaign builder
Go to AI Voice & Chat → Campaigns and click New Campaign. The builder opens as a full-screen wizard with a step rail on the left: Basic Info → Recipients → Schedule → Outcomes → Review. You can jump between steps using the rail at any time; a green check marks each completed step. Nothing is saved until you click Create on the final step, so it is safe to click around.
Step 1 — Basic Info
Give the campaign a clear name (this is internal — contacts never see it) and an optional description. Then choose the AI Agent that will place the calls. The agent must have an outbound number; if it does not, you will see a warning here and the step is marked incomplete.
Under number routing you can attach a pool of caller-ID numbers and control rotation:
- Max calls per number per day — caps daily volume on each number to protect its reputation.
- Calls before rotating — how many calls to place from one number before moving to the next in the pool.
Rotating across a small pool and capping per-number volume keeps your caller IDs from being flagged as spam. See Provision a Phone Number for buying more numbers.
Step 2 — Recipients
Choose who gets called by filtering your CRM. You can combine filters to narrow the list:
| Filter | What it does |
|---|---|
| Tags | Include contacts that have (or do not have) specific tags. |
| Lead status | Target a single lead status, e.g. #1 Make Contact. |
| Lead source | Limit to a source such as a specific webhook or import. |
| Saved view | Reuse a CRM view you already built. |
| Phone status | Default is valid — skip numbers already marked invalid. |
Call all phone numbers — when a contact has more than one number, turn this on to attempt each number, not just the primary. Leave it off to call only the primary number.
Step 3 — Schedule
Set the days and time windows the campaign is allowed to dial, plus the timezone calls are scheduled against. Optionally set a max calls per hour to pace the campaign, and a start and end date.
Stay compliant. Keep calling windows within local business hours for the contact's timezone. See Sending Windows, Quiet Hours, and Daily Caps.
Step 4 — Outcomes (the call flow)
This is the heart of the campaign. The Outcomes step defines what happens after each call based on how it went. A complete, recommended Default Flow is already loaded for you when you create a campaign — you can use it as-is, tweak it, or clear it and start over.
Saved Rule Sets toolbar
At the top of the Outcomes step you can manage whole rule sets:
- Default Flow — the system preset. Click it any time to reload the recommended rules.
- Save Current — save your current rules as a named preset to reuse on future campaigns.
- Refresh — reload your saved presets.
- Clear Current Rules — remove every rule and start from scratch (you will get an "are you sure" confirmation first).
All three controls — the toolbar (Save Current / Refresh / Clear Current Rules), the Default Flow chip, and the Help link — are visible at the top of the Outcomes step in the screenshot above.
Anatomy of a rule
Each rule has three parts:
- When — the call outcome that triggers the rule: Call Completed, No Answer, Voicemail, Busy, or Call Failed.
- AI Analysis Conditions (optional, for completed calls) — narrow the rule using what the AI heard, such as Call Disposition = Qualified - Interested, Interest Level = Hot, or Price Node Reached = Yes. With two or more conditions you can match ALL (AND) or ANY (OR).
- Actions — what to do when the rule matches. Add as many as you need.
For example, Rule 1 in the Default Flow reads: When a call is Completed and the disposition is Qualified - Interested → add the ai_interested tag, remove Continue Calling, and mark the dialed number Valid.
Actions you can take
| Action | Use it to |
|---|---|
| Add / Remove Tag | Tag contacts by outcome, e.g. ai_interested. |
| Set Lead Temperature | Mark Hot / Warm / Cold based on Interest Level. |
| Update Number Status | Mark the specific number that was dialed Valid, Invalid, or Unknown — without touching the contact's other numbers. |
| Mark as Do Not Call | Add the contact to your DNC list. |
| Pause Campaign for Contact | Stop calling this contact for the rest of the campaign. |
| Retry Call | Re-dial after a delay (used by the No Answer / Voicemail / Busy / Failed rules). |
| Send Follow-up SMS | Text the contact after the call. |
| Update Lead Status / Notes, Assign to Team Member, Trigger Webhook, Schedule Callback | Route, document, and integrate the outcome. |
Update Number Status beats a "wrong number" tag. The default flow marks the dialed number Valid after a real conversation and Invalid on a wrong number / not-owner outcome. Because it targets only the number that was dialed, a contact's other phone numbers stay callable.
What the Default Flow does
- Interested (or price discussed) → tag
ai_interested, remove Continue Calling, mark the number Valid. - Not Interested → tag
ai_not_interested, mark the number Valid. - Wrong Number / Not Owner → pause the campaign for the contact and mark the number Invalid.
- Do Not Call → pause and mark the contact DNC.
- No Answer / Voicemail / Busy / Failed → retry once after a short delay.
- Interest Level Hot / Warm / Cold → set the matching lead temperature.
Form vs. Visual, and Review with AI
Toggle Form / Visual in the top-right to edit rules as a list or as a flow diagram. Use Review rules with AI to get a plain-English audit of your rules and catch gaps (for example, overlapping rules where only the first match runs) before you create the campaign.
Step 5 — Review & create
The Review step summarizes your agent, recipients, schedule, and the number of Outcome rules. Confirm everything looks right, then click Create. You can also Save Draft at any point to finish later.
After launch
Once running, you can pause, resume, and watch progress from the Campaigns list. To read what happened on each call, see Read AI Call Transcripts, Recordings, Summaries, and Post-Call Analysis. To hand qualified leads off automatically, build a follow-up AI Voice Workflow.
FAQ
Do I have to build the Outcomes rules myself? No. A complete Default Flow is loaded automatically. Adjust it only if you want different behavior.
What's the difference between a campaign and a workflow? A campaign calls a one-time list on a schedule. A workflow is an ongoing, multi-step cadence (calls + texts) that contacts are enrolled into over days or weeks.
Will it call outside my hours? No. Calls only go out within the days, time windows, and timezone set on the Schedule step.
Can I reuse my rules? Yes. Use Save Current to store a named rule set and load it on future campaigns.