Managing Campaigns

Campaigns are the core of the Auto Dialer system. Each campaign represents an outbound dialing job with specific configuration for routing, scheduling, rate limiting, and retry behavior.

Campaign Manager Page

Access the Campaign Manager via the sidebar: Auto Dialer > Campaign Manager.

The Campaign Manager provides:

• Search: Find campaigns by name
• Status Filter: Filter by Draft, Active, Paused, Completed, or Archived
• Create Campaign: Launch the campaign creation wizard
• Campaign List: View all campaigns with key metrics

Status Badge Actions

Each campaign displays a status badge that is clickable:

• Draft badge: Click to start the campaign (requires assigned distribution list)
• Active badge: Click to pause the campaign
• Paused badge: Click to resume the campaign

Edit Restrictions

The Edit button is disabled when a campaign is Active. You must pause the campaign before making changes.

Creating a Campaign

Click Create Campaign to open the three-tab campaign creation form.

Basic Tab

Configure fundamental campaign settings:

Field	Required	Description
Name	Yes	Descriptive name for the campaign
Description	No	Optional details about the campaign purpose
Routing Destination Type	Yes	AI Assistant (WebSocket), AI Assistant (SIP), AI Load Balancer, or Hangup
Select Destination	Yes	Specific AI assistant or load balancer to route calls to
Caller ID	Yes	Outbound phone number displayed to callees (E.164 format)
Dial Timeout	Yes	Seconds to ring before giving up (default: 60)

note

The Caller ID must be a valid phone number in E.164 format (e.g., +14155551234). This number is displayed on the callee's phone.

Schedule Tab

Configure when the campaign is allowed to dial:

Field	Description
Timezone	Select from 65+ timezones grouped by region (Americas, Europe, Asia, etc.)
Start Date	First day the campaign can dial
End Date	Last day the campaign can dial
Weekly Active Hours	Visual calendar with 24 hourly slots per day. Click to toggle. Green = active, empty = inactive.

The weekly calendar provides per-day granular control. For example, you can configure:

• Monday-Friday: 9:00 AM to 5:00 PM
• Saturday: 10:00 AM to 2:00 PM
• Sunday: No dialing

tip

All scheduling is evaluated in the selected timezone. Make sure to choose the timezone that matches your target audience's location.

Advanced Tab

Configure rate limiting, retries, and optional features:

Field	Range	Default	Description
CAC	1-50	1	Maximum concurrent active calls
CPS	1-5	1	Calls initiated per second (1=1/sec, 5=200ms interval)
Max Dial Attempts	1-5	1	Retry count per destination
Record Calls	Toggle	Off	Enable call recording
AMD	Toggle	Off	Enable Answering Machine Detection

AMD Configuration (when enabled):

Parameter	Description
Mode	Enable (detect human vs machine) or DetectMessageEnd (wait for greeting to end)
Detection Timeout	Maximum seconds to wait for AMD result
Speech Threshold	Milliseconds of speech to classify as human
Speech End Threshold	Milliseconds of silence after speech to determine end
Silence Timeout	Milliseconds of initial silence before any speech

See Answering Machine Detection for detailed AMD configuration.

Campaign Statuses

Campaigns exist in one of five statuses:

Status	Description	Can Edit	Can Start/Pause
Draft	Initial configuration state	Yes	Can start
Active	Currently dialing	No	Can pause
Paused	Temporarily stopped	Yes	Can resume
Completed	All destinations processed	No	No
Archived	Soft-deleted	No	No

Controlling Campaigns

Starting a Campaign

Before starting, ensure:

1. At least one distribution list is assigned
2. Schedule is configured correctly
3. Rate limits are appropriate for your needs

Click the Start button or click the Draft status badge. The campaign transitions to Active and the Go worker begins polling.

warning

You cannot start a campaign without an assigned distribution list. The system will display an error message if you attempt to start without one.

Pausing a Campaign

Click the Pause button or the Active status badge. The campaign transitions to Paused:

• No new calls are initiated
• Active calls continue until they complete naturally
• Stale sessions are automatically cleaned up
• You can now edit campaign settings

Resuming a Campaign

Click the Resume button or the Paused status badge. The campaign transitions back to Active and the Go worker resumes polling on its next cycle (within 10 seconds).

Archiving a Campaign

Archiving is a permanent soft-delete action. Archived campaigns are hidden from default views but retained in the database for record-keeping.

• Archiving an Active campaign first pauses it
• Completed and Paused campaigns can be archived directly
• Archived campaigns cannot be unarchived through the UI

Campaign Settings Page

Click any campaign in the Campaign Manager to view its detailed settings page.

Statistics Cards

The top of the page displays five summary cards:

Card	Description
Total Destinations	Total phone numbers in assigned distribution lists
Completed	Successfully completed calls (green)
Failed	Calls that failed after all retry attempts (red)
Pending	Destinations not yet dialed or awaiting retry (yellow)
Progress	Percentage complete (Completed / Total Destinations)

Settings Display

All campaign settings are displayed in read-only format when the campaign is Active. The settings become editable after pausing.

Action Buttons

• Edit: Opens the campaign edit form (disabled when Active)
• Pause/Resume: Controls campaign state
• Refresh: Manually refresh the statistics

Distribution Lists Section

View and manage distribution lists assigned to this campaign:

• See list names, versions, and record counts
• Assign additional lists
• Unassign lists (only when campaign is not Active)

tip

The Campaign Settings page auto-refreshes every 10 seconds when the campaign is Active, keeping the statistics current.

Best Practices

1. Start Conservative: Begin with CAC=1 and CPS=1 to test your routing destination and campaign configuration

2. Test Before Scaling: Make a few test calls before increasing rate limits

3. Monitor Early: Watch the Real-Time Monitor during the first minutes of a campaign

4. Schedule Appropriately: Respect local calling hours and regulations in your target timezone

5. Use Meaningful Names: Include date, purpose, or target audience in campaign names for easy identification