Campaign settings explained
A campaign ties together an agent, a caller-ID number, buyer destinations, and the rules below. Defaults are sensible — open the advanced sections when you outgrow them. Campaigns → New campaign to start one; you need at least one destination before it can be saved.
Start from a template (optional)
At the top of a new campaign, picking a vertical (insurance or home services) prefills the whisper message, the retry settings, and the no-buyer plan, and shows you a starter script you can paste into your AI agent. Everything stays editable.
Basics
Name the campaign, then choose the goal of each call: transfer the caller live to a buyer (the usual pay-per-call setup) or set an appointment.
Who makes the call
Pick the AI agent (see Your AI agent) and the caller ID — either one number or rotate through a pool of your numbers. Rotation spreads volume so no single number gets flagged as spam; set pools up on the Phone numbers page.
Where qualified callers go
Choose one or more destinations, and — when you have more than one — how calls are shared between them. The five strategies are explained in Buyer destinations and call routing. With a single buyer the setting has no effect; every transfer goes to them.
Whisper message
What the buyer hears in the second before the consumer is joined in, e.g. "Transfer from Jane Doe in Texas, looking for coverage." Click the placeholder chips to insert lead details like first name, state, ZIP, age, or coverage amount. Leave it blank to connect with no whisper.
Calling windows
Calls only go out between 8am and 9pm in the lead's local time (derived from their state) — that's the law, it fails closed, and there is no override. Your campaign's calling window narrows that further if you want, e.g. weekdays 9–5.
Some states have stricter rules than the federal window, and the dialer enforces them automatically: Florida and Oklahoma close at 8pm (not 9pm); Texas runs 9am–9pm Monday–Saturday and noon–9pm on Sunday. Other states follow the federal 8am–9pm window. These rules apply by the lead's state, so no configuration is needed — they're just how the law works.
Retries — "If nobody answers"
Retries only apply to calls nobody picked up (no answer, busy, voicemail). Once a person answers they are never called again by the campaign — unless they ask the AI to call back at another time, which books a callback instead.
A new campaign starts at 3 tries, 4 hours apart. The number of tries includes the first call, so 3 means one call plus two retries, and you set the wait before each retry separately (15 minutes through 24 hours) — a quick second try and a next-day third is a common pattern. The AI knows which attempt it's on, so your script can branch.
Double dial (a checkbox) rings once more immediately after an unanswered call, within a roughly three-minute window. A second call from the same number that fast can ring through Do Not Disturb, and it also fires after a call screener or answering machine picked up — the phone has just heard the caller identify itself, so the second try often gets through. It doubles your call volume per attempt, so check your state's call-frequency rules first (Florida, for example, counts three calls per 24 hours).
How fast it dials
By default a campaign makes one call at a time — the next lead isn't dialed until the current call ends. That's deliberate: it's gentle on your caller-ID reputation and it can never send more transfers than your buyer can answer.
Under Advanced settings you can switch to match buyer capacity: the campaign dials as many leads at once as its buyers can take right now. Each destination's "calls at once" setting is the limit — a buyer set to 3 can hold three calls, so up to three leads dial in parallel, and when every buyer is full new leads simply wait. Buyers take one call at a time unless you raise that setting (there is no "unlimited" buyer). An optional max new calls per minute adds a speed limit on top — useful while a new number builds reputation.
Unanswered calls are detected within seconds using the phone carrier's own records, so the dialer moves on to the next lead quickly instead of holding a slot open.
No buyer available?
Two different situations, and they behave differently. When your buyers exist but are busy or outside their accepting hours, nothing is dialed at all — leads simply wait until a buyer can take a transfer. The no-buyer policy under Advanced settings is for when a campaign has no available buyer at all, and the AI works down your list in order: offer to call them back later (it books a window and we re-dial in it), take a message (you get a notification and an email), or just log the outcome and end the call. Use the arrows to reorder. On the Starter plan the chain is fixed to logging the outcome; callbacks and messages are a Growth-plan feature.
Voicemails
By default the AI stays completely silent when a call reaches voicemail or an answering machine — it just hangs up, so the lead stays fresh for the next attempt. The Voicemails setting can change that: leave one only on the last try, or on every try. When it's on, the AI leaves one short message naming your company and inviting a callback, worded differently on each attempt so repeat messages never sound like the same recording. Callbacks ring the number that called and are answered by your AI agent.
Text messages and email follow-ups
Each campaign can send a "calling you in a couple of minutes" heads-up text before the AI dials, plus follow-ups keyed to how the call went. It needs your own Twilio account — see Text messages. Separately, you can email a lead after a call that didn't connect: Email follow-ups.
What call transcripts show
Every call transcript ends with a plain-language line that says why the call finished: "[Call ended — the lead hung up]", "the agent ended the call", "voicemail was reached", "the call was transferred", or similar. That way it's clear at a glance what happened on each call without reading the whole conversation.
Turning it on, and the readiness check
Campaigns start as drafts. Activate on the Campaigns page turns one on; a campaign needs at least one destination first, and if you have no do-not-call scrubbing connected you'll be asked to acknowledge that explicitly (we record it, and the campaign then carries a Not scrubbed chip).
Every non-draft campaign shows a chip reading Ready to dial or Not ready — see why. Click it for the checklist: campaign turned on, AI agent assigned, that agent's voice provider connected and accepting calls, caller ID set, at least one active buyer, a buyer able to take a transfer right now, leads waiting, inside calling hours right now, and do-not-call scrubbing connected or acknowledged.