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A campaign calls many contacts using one assistant, one or more caller numbers, and a CSV calling list.

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Before You Start

Make sure you have:
An outbound assistant that has been tested
At least one phone number in your workspace
A CSV file with phone numbers and any fields used by the assistant
Enough call credits for the campaign

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Step 1 - Open Campaigns

  1. Click Campaigns in the left sidebar.
  2. Click + Create Campaign.

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Step 2 - Fill in Campaign Settings

On the Campaign Settings tab, fill in:
FieldWhat to Choose
Campaign NameA clear name such as March Admissions Follow-up
AssistantThe assistant that should make the calls
NumbersOne or more caller numbers
Campaign Start Date/TimeWhen calling should begin
Campaign End Date/TimeWhen calling must stop
TimezoneThe timezone for the schedule
Email NotificationsPeople who should receive updates
Use a campaign name that includes the audience, month, and purpose. This makes history and analytics easier to find later.

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Step 3 - Upload the Calling List

Click Next to open the Calling List tab. Upload a CSV file with one row per contact. Include:
  • A phone number column.
  • One column for each custom variable used in the assistant prompt.
  • Clear column names with no extra spaces.
Example: 
phone_number,callee_name,course_name
+919994008915,Sarath,JEE Advanced
+919731553396,Vikram,NEET
+917404156687,Sahil,Class 10 Foundation
If the assistant prompt uses @{{callee_name}}, the CSV must include a callee_name column.

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Step 4 - Save and Start

  1. Review the campaign settings.
  2. Click Save CSV.
  3. Click Make Call to activate the campaign.
What happens next depends on the schedule:
ScheduleCampaign State
Start time is in the futureScheduled
Start time is now or already passedOngoing

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Monitor a Campaign

From the Campaigns page, use the Actions column to:
  • View campaign call history.
  • View campaign analytics.
  • Terminate a running campaign if needed.
Use History for call-level details and Analytics for performance trends.

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Set Campaign Concurrency

Concurrency controls how many calls can happen at the same time.
  1. Click Manage Concurrency on the Campaigns page.
  2. Use Workspace Concurrency to split capacity between API calls and campaign calls.
  3. Use Campaigns Concurrency to allocate capacity across running campaigns.
  4. Click Save.
If you do not set campaign concurrency, Ringg AI distributes available call slots across running campaigns.

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Developer Handoff

If engineers are starting campaigns by API or pulling campaign results into another system, send them:
ItemWhy They Need It
Campaign nameLets them confirm they are working with the right campaign
agent_idIdentifies the assistant that should make the calls
Caller number or from_number_idIdentifies which number should dial contacts
CSV column namesMust match assistant custom variables
bulk_list_id or list IDIdentifies the uploaded calling list for start, status, history, and analytics
Webhook requirementTells them whether to send call results to CRM, sheets, data warehouse, or support tools
For the standard API flow, developers should save the campaign with POST /campaign/save, then start it with POST /campaign/start. For large campaigns with 5,000 or more rows, use the beta large-campaign flow:
  1. POST /campaign/upload-csv
  2. GET /campaign/upload-status/{bulk_list_id}
  3. POST /campaign/make-call-async
  4. POST /campaign/check-balance/{bulk_list_id}
Ask developers to store the returned bulk_list_id because it is needed to check upload status, start calls, filter history, and reconcile results.