> ## 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

> Create and manage outbound calling campaigns — define who gets called, when, and how many times.

A campaign automates calls to multiple leads using your AI assistant. It handles scheduling, retry logic, and call tracking so you don't have to manage each call manually.

## Quick setup

<Steps>
  <Step title="Open Outbound / Campaigns in your dashboard">
    Navigate to **Outbound** and select **Campaigns** from the sidebar.
  </Step>

  <Step title="Create a new campaign">
    Click **Create New Campaign** and fill in the basics:

    * **Name** — something descriptive like "January Promo" or "Payment Reminder Q1"
    * **Assistant** — select which AI assistant will handle these calls
    * **Schedule** — choose your allowed calling hours and days
  </Step>

  <Step title="Import your leads">
    Add the contacts you want to call. You can:

    * Upload a **CSV file** with phone numbers and optional fields (name, account number, etc.)
    * Connect **Google Sheets** via the no-code platform or direct integration
    * Pull from a **CRM** like HubSpot or GoHighLevel via API or automation
  </Step>

  <Step title="Configure retry and scheduling settings">
    Define how aggressively the campaign should pursue each lead.
  </Step>

  <Step title="Launch the campaign">
    When you're ready, start the campaign. Calls begin automatically during your allowed hours.
  </Step>
</Steps>

## Key settings

### Call retries

| Setting            | Description                                              | Example       |
| ------------------ | -------------------------------------------------------- | ------------- |
| **Max retries**    | How many times to attempt each lead if they don't answer | `2` attempts  |
| **Retry interval** | How long to wait between attempts                        | `60 minutes`  |
| **Time window**    | The hours during which calls are allowed                 | `9 AM – 6 PM` |

### Monitoring and control

Once the campaign is live, calls run automatically within your allowed windows. You can:

* **Pause** the campaign at any time to revise your script or lead list
* **Stop** the campaign entirely if needed
* View **campaign reports** showing call results, answer rates, and duration analytics

## Best practices

* **Respect time zones.** Limit calls to business hours in your leads' local time.
* **Start with 2–3 retries.** Monitor answer rates before increasing attempts.
* **Clean your lead data.** Remove invalid numbers and duplicates before importing.
* **Watch your usage.** Large campaigns can generate a high volume of parallel calls quickly.

<Note>
  AI assistants can handle multiple concurrent calls, so large campaigns with thousands of leads can run at scale. Keep an eye on your minute usage to avoid unexpected costs.
</Note>

For full setup instructions — including advanced retry options, secondary contacts, and goal-based calling — see [Creating a campaign](/campaigns/creating-campaigns).