Campaigns

The Campaigns menu in the client dashboard allows clients to create and manage outbound call campaigns.

Last updated 5 months ago

Creating Campaigns

You can set up outbound call campaigns to automatically make calls to leads on a set schedule. To create a campaign:

  1. Set a name and start date for the campaign.

  2. Select from the existing leads imported in the Leads menu or upload a new CSV file of leads to call.

  3. Select the phone number for the AI agent to use when making the outbound calls. If there are no phone numbers available, remember that phone numbers must first be assigned to the agent in Agent Settings > Campaigns.

  4. Select the days of the week and hours for which the AI agent should be sending out outbound calls.

  5. Select the time zone the AI agent should follow. The Auto setting will automatically detect the time zone for each lead based on the lead’s phone number. However, it is still recommended to select a fallback time zone to use in the case of phone numbers that do not belong to a specific time zone.

  6. Set the number of attempts the AI agent should retry the call if the lead does not pick up, and the interval between retry attempts.

  7. Set the calling rate to determine how many concurrent calls can be made by the AI agent. Ensure this rate does not go over any limitations on the AI agent platform or phone number provider.

  8. Lastly, click on the Create button and your campaign is ready to start sending out calls!

Tracking Progress

You can review and check the progress of campaigns in Campaign Details. Progress is displayed by three progress bars:

  1. Leads Attempted: At least one attempt was made to call the lead.

  2. Leads Completed: All attempts were used and/or the lead answered the call.

  3. Leads Connected: The lead answered the call.

The progress for each individual lead can be found in the Lead Progress menu.

Troubleshooting

If you see that calls are not being sent out, check Campaign Details > Logs, which shows the actual API requests that ChatDash servers are making to the AI agent provider to send out the calls.

If you notice the API requests are failing, check to make sure the following are valid/formatted correctly:

  1. The agent ID and API key for the registered agent on ChatDash.

  2. The phone number being used to send the call.

  3. The lead phone number that is being called.

If you still see issues, please reach out to our support team.

If you notice the API request is made successfully, but you are still not receiving the call. Check with your AI agent and/or phone number provider for further troubleshooting.