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Managing Campaigns

Understand the campaign types, then run one end-to-end and track its results.

Campaign types

The Campaigns home shows the available types. Call Campaign is active and has two modes: Lead Campaign (assign specific leads to agents) and Data Pool (agents claim leads first-come, first-served). SMS, WhatsApp and Email campaigns are coming soon. Click View Campaigns on the Call Campaign card.

Campaign types

Your campaigns

Each campaign shows its Type (Lead Campaign / Data Pool), Status (Draft / Active) and live stats (total vs completed). Start a new one with + Create Campaign.

Your campaigns

Inside a campaign

Open a campaign to see progress KPIs — Total Leads, Pending, Claimed, In Progress, Completed, Released, Skipped, External — and tabs for Activity, Leads, Agents and Settings. Use Work on Campaign to start calling, Pause to hold it, or Summary for a report. The Activity feed logs every call outcome as it happens.

Inside a campaign