> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intellixent.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaigns

> Automate calls to multiple leads with scheduling, retry logic, and real-time monitoring — all driven by your AI assistant.

A campaign is an automated system that calls multiple leads on your behalf using a configured AI assistant. You define who gets called, when, how many times, and what success looks like — DialogBot handles the rest.

## What a campaign includes

<CardGroup cols={2}>
  <Card title="Lead management" icon="users">
    Import primary and secondary contacts from CSV, CRM integrations, or manual entry. Track the status of every lead throughout the campaign.
  </Card>

  <Card title="Scheduling control" icon="calendar">
    Set allowed calling hours and days of the week to respect customer preferences and comply with local regulations.
  </Card>

  <Card title="Retry logic" icon="repeat">
    Configure how many times to retry unanswered calls, how long to wait between attempts, and whether to keep calling until a goal is achieved.
  </Card>

  <Card title="Goal tracking" icon="bullseye">
    Define a success variable so the campaign knows when an objective has been met — useful for sales calls, appointment booking, and lead qualification.
  </Card>
</CardGroup>

## Campaign statuses

<AccordionGroup>
  <Accordion title="Draft" icon="file">
    The campaign is being configured but hasn't started yet. Add leads and finalize settings before launching.
  </Accordion>

  <Accordion title="In Progress" icon="play">
    The campaign is actively making calls according to your schedule and retry settings.
  </Accordion>

  <Accordion title="Paused" icon="pause">
    The campaign is temporarily stopped. You can resume it at any time without losing progress.
  </Accordion>

  <Accordion title="Completed" icon="check">
    All leads have been successfully contacted or reached the maximum retry limit.
  </Accordion>
</AccordionGroup>

## Key features

### Scheduling and timing

* **Allowed calling hours** — set a start and end time (e.g., 9:00 AM – 6:00 PM)
* **Allowed days** — choose specific days of the week
* **Timezone** — uses your assistant's configured timezone
* **Automatic enforcement** — the system will not place calls outside your defined window

### Retry system

| Setting                    | Range           | Default    |
| -------------------------- | --------------- | ---------- |
| Max retries                | 1–5 attempts    | 3          |
| Retry interval             | 10–4320 minutes | 60 minutes |
| Retry on voicemail         | On / Off        | —          |
| Retry until goal completed | On / Off        | —          |

**Goal-based retry** keeps calling a lead until a specific boolean outcome is recorded in your assistant's post-call variables — useful for campaigns where the objective is a confirmed appointment or a positive response.

### Lead types

* **Primary leads** — the main contacts you're targeting
* **Secondary contacts** — backup numbers linked to the same lead (e.g., a mobile and an office number)
* **Lead status tracking** — monitor progress for each contact individually

## Requirements

Before starting a campaign, make sure you have:

<Warning>
  Your AI assistant must have a phone number configured for outbound calls. Campaigns will not run without one.
</Warning>

* A configured AI assistant with outbound calling capability
* Sufficient account balance to cover call costs
* At least one lead added to the campaign with a valid phone number

## Quick start

<Steps>
  <Step title="Create the campaign">
    Give it a descriptive name and select the AI assistant to use.
  </Step>

  <Step title="Set the schedule">
    Define your allowed calling hours and days.
  </Step>

  <Step title="Configure retries">
    Set the number of retry attempts and the interval between them.
  </Step>

  <Step title="Add leads">
    Import from CSV, connect an integration, or add leads manually.
  </Step>

  <Step title="Start the campaign">
    Click **Start** when you're ready. Calls begin automatically within your scheduled window.
  </Step>
</Steps>

<Note>
  For a detailed walkthrough of every setting, see [Creating a campaign](/campaigns/creating-campaigns).
</Note>

## Monitoring your campaign

### Lead statuses

| Status      | Meaning                                 |
| ----------- | --------------------------------------- |
| Created     | Ready to be called                      |
| Scheduled   | Queued for the next call attempt        |
| Processing  | Currently being called                  |
| Completed   | Successfully contacted or goal achieved |
| Rescheduled | Scheduled for a retry attempt           |
| Max Retries | Reached the maximum number of attempts  |

You can manually override a lead's status in the leads table:

* **Set to "Created"** to reset a lead and call them again
* **Set to "Completed"** to stop calling a lead

### Call result statuses

| Status      | Meaning                            |
| ----------- | ---------------------------------- |
| Initiated   | Call started                       |
| Ringing     | Phone is ringing                   |
| In Progress | Call connected and active          |
| Completed   | Call finished successfully         |
| Busy        | Line was busy                      |
| Unanswered  | No one answered                    |
| Failed      | Technical issue prevented the call |

## Troubleshooting

**Campaign won't start:**

* Confirm your assistant has a phone number configured
* Check that your account balance is sufficient
* Ensure at least one lead has been added

**No calls being made:**

* Wait 10–15 minutes after starting — campaigns take a short time to initialize
* Check whether the current time falls within your allowed calling hours
* Confirm that today is an allowed calling day
* Verify that leads have valid phone numbers

**Too many or too few retries:**

* Adjust **max retries** (1–5 attempts)
* Modify the **retry interval** (10–4320 minutes)
* Review whether voicemail or goal-based retry conditions are enabled

<Tip>
  Start with conservative retry settings and increase them gradually based on campaign performance and response rates.
</Tip>