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A Campaign lets you run bulk outbound calls using an assistant and a contact list. Follow these steps to set one up.

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Prerequisites

Before creating a campaign, make sure you have:
An assistant created and configured (see Create an Assistant)
At least one number in your workspace (see Manage Numbers)
A calling list CSV ready (with phone numbers and any custom variables)

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Step 1 — Open the Campaigns Page

  1. Click Campaigns in the left sidebar.
  2. Click + Create Campaign in the top-right corner.

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Step 2 — Fill in Campaign Settings

You’ll land on the Campaign Settings tab. Fill in the following fields:
FieldRequiredDescription
Campaign NameYesA clear, descriptive name (e.g. Aakash ANTHE Follow-up – March 2026)
AssistantYesThe assistant that will make the calls
NumbersYesOne or more numbers to use as caller ID. Multiple numbers distribute load
Campaign Start Date/TimeYesWhen the campaign should begin dialling
Campaign End Date/TimeYesHard stop time. Uncalled contacts after this time will not be dialled
TimezoneYesTimezone for your start/end times (e.g. (UTC+5:30) IST)
Email NotificationsNoWorkspace members who should receive email updates

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Step 3 — Click Next

Click Next to move to the Calling List tab.

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Step 4 — Upload Your Calling List

On the Calling List tab:
  1. Upload a CSV file containing your contacts.
  2. The CSV must have a column for the contact’s phone number.
  3. Include additional columns for any Custom Variables used in your assistant’s prompt (e.g. callee_name, mrp, loan_amount).
Example CSV format: 
phone_number,callee_name,mrp
+919994008915,Sarath,50000
+919731553396,Vikram,35000
+917404156687,Sahil,75000

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Step 5 — Launch the Campaign

Review your settings, click Save CSV and Make Call to activate it.
  • If the start time is in the future, the campaign will be in Scheduled state.
  • If the start time is now or in the past, it will immediately begin dialling in Ongoing state.

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Managing a Running Campaign

From the Campaigns list page, use the Actions column to:
  • View call History for this campaign
  • Terminate a running campaign
  • View call Analytics for this campaign

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Setting Campaign Concurrency

If multiple campaigns are running simultaneously, you can control how many concurrent calls each gets:
1

Open Concurrency Settings

Click Manage Concurrency on the Campaigns page.
2

Set Workspace Split

On the Workspace Concurrency tab, set the split between API calls and campaign calls using the sliders.
3

Allocate Per Campaign

On the Campaigns Concurrency tab, allocate slots per active campaign.
4

Save

Click Save.
If concurrency is not set, call slots are distributed equally across all running campaigns.