Campaigns

What are Campaigns?

Campaigns are organized outreach efforts that help you communicate with multiple clients at once. A campaign can include:

• AI Voice Calls — Automated calls using your AI Receptionist
• SMS Messages — Text messages before, after, or instead of calls
• Emails — Email communications at scheduled times
• Forms — Collect information from clients who respond

Creating a Campaign

To set up a new campaign:

1. Go to Campaigns in the main navigation
2. Click Create Campaign
3. Give your campaign a name (e.g., "Q1 Follow-up Calls")
4. Select a List to target
5. Choose an AI Agent (if making calls)
6. Optionally attach a Form to collect information
7. Set up your Schedule
8. Configure Messages (SMS/Email)
9. Click Save

Campaign Types

Voice Campaigns

Make AI-powered phone calls to clients. The AI handles the conversation, collects information, and can transfer calls to team members when needed.

Messaging-Only Campaigns

Send SMS and/or email messages without making voice calls. Great for reminders, updates, or simple follow-ups.

Multi-Channel Campaigns

Combine voice calls with messaging for maximum engagement. For example, send an SMS before the call and a follow-up email after.

Scheduling Campaigns

Campaigns run according to a schedule you define:

Run Schedule

• Start/End Date — When the campaign runs
• Daily Hours — What time of day to make calls (e.g., 9 AM - 5 PM)
• Days of Week — Which days to run (typically weekdays)

Callback Retries

If a call doesn't connect, Kayse can automatically try again:

• Set multiple retry attempts (e.g., try again after 2 hours, then next day)
• Define how long to wait between attempts
• Stop after a maximum number of tries

Campaign Messages

Configure automated messages at different points in the campaign:

Before the Call

Send an SMS or email to let the client know you'll be calling. This increases answer rates significantly.

Example: "Hi John, we'll be calling you shortly regarding your case. Please answer a call from this number."

After a Successful Call

Send a follow-up message after connecting with the client.

Example: "Thanks for speaking with us today! Let us know if you have any questions."

After a Failed Call

If you couldn't reach the client, send a message to encourage them to call back.

Example: "We tried to reach you but couldn't connect. Please call us back at your convenience."

Scheduled Messages

Send messages at specific times during the campaign, independent of calls.

Running Your Campaign

Campaign Statuses

Status	Description
Draft	Campaign is being set up, not running yet
Active	Campaign is live and making calls/sending messages
Paused	Campaign is temporarily stopped

Starting a Campaign

1. Review your campaign settings
2. Make sure your List has clients to contact
3. Click Activate to start the campaign
4. Monitor progress from the campaign dashboard

Monitoring Results

Track campaign performance in real-time:

Campaign Dashboard

• Calls Made — Total outbound calls
• Connected — Successfully connected calls
• Messages Sent — SMS and emails delivered
• Form Completions — Clients who completed your form

Call Details

Click into individual calls to see:

• Call recording and transcript
• Duration and outcome
• Information collected
• Client sentiment

Campaign Templates

Save time with campaign templates:

Preset Templates

Start with pre-built templates for common campaign types:

• Intake follow-up
• Document collection
• Case status update
• Appointment reminder

Custom Templates

Save your own campaigns as templates to reuse later:

1. Set up your campaign
2. Click Save as Template
3. Use it when creating future campaigns

Best Practices

• Start small — Test with a small list before scaling up
• Send pre-call messages — Clients are more likely to answer if they expect your call
• Set reasonable hours — Call during business hours in the client's timezone
• Limit retries — Don't call the same person too many times
• Review transcripts — Check call quality and AI performance regularly
• Respect opt-outs — Stop contacting clients who request it