Campaigns

Reach out to lots of clients at once using AI-powered voice calls, text messages, and emails! 📣

🤔 What are Campaigns?

Campaigns are organized outreach efforts that let you talk to many clients at the same time. A campaign can include:

• AI Voice Calls — The AI makes phone calls for you using your AI Receptionist 🤖
• SMS Messages — Text messages sent before, after, or instead of calls 💬
• Emails — Emails sent at scheduled times 📧
• Forms — Collect info from clients who respond 📋

Campaign Components

• List — Who to contact (see Lists)
• AI Agent — The voice for your calls (see AI Receptionist)
• Form — What info to collect (see Forms)
• Schedule — When to run the campaign

🆕 Creating a Campaign

Here's how to set up a new campaign:

1. Go to Campaigns in the main menu
2. Click Create Campaign
3. Give your campaign a name (e.g., "Q1 Follow-up Calls")
4. Pick a List of people to contact
5. Choose an AI Agent (if you're making calls)
6. Optionally attach a Form to collect info
7. Set up your Schedule
8. Set up your Messages (SMS/Email)
9. Optionally set up Scheduled Reports for automatic CSV delivery
10. Click Save

List and Form Compatibility

Before you can create a campaign, the selected List must already have a case type, and every case inside that list must match it. If you attach a Form, the form must also have a case type, and it must match the list's case type.

📞 Campaign Types

Voice Campaigns

The AI makes phone calls to your clients. It handles the conversation, collects info, and can transfer calls to your team when needed. 🗣️

Messaging-Only Campaigns

Send texts and/or emails without making phone calls. Great for reminders, updates, or quick follow-ups! 💬

Multi-Channel Campaigns

Use calls and messages together for the best results. For example, send a text before the call and a follow-up email after. 🔗

⚙️ Campaign Settings

Basic Settings

Setting	Description
Name	What you call the campaign
Description	Notes about the campaign (only your team sees this)
List	The group of cases to reach out to
AI Agent	The AI voice that makes the calls
Form	A form to collect info from clients

Global Campaign Settings

Click the settings icon (gear ⚙️) next to the concurrency rate on the Campaigns list page to open the Campaign Settings dialog. These are company-wide defaults that apply to all campaigns:

Setting	Description
Concurrency Rate	How many outbound calls can happen at once (1–100%). This makes sure there are still phone lines open for incoming calls.
Default Business Hours	Default time slots for when campaign calls can go out. When you create a campaign in Company Times mode, you can copy these defaults instead of setting them up by hand.

Default business hours must be between 8:00 AM and 9:00 PM (that's the law! ⚖️). You can add more than one time slot (like 9 AM – 12 PM and 1 PM – 5 PM).

Concurrency Settings

Setting	Description
Concurrency Limit	The most calls that can happen at the same time
Call Pacing	How fast new calls are started

🔗 External Invocation

Campaigns can be started from outside Kayse AI using webhooks or the API:

Setting	Description
Enable External Invocation	Let outside tools start campaigns
Webhook URL	A web address that gets notified when campaign stuff happens