CallUltra

Campaigns

Create and launch a calling campaign

A campaign connects an AI agent to a list of contacts, a calling number, and rules for when and how quickly calls run.

Reviewed

Campaign setup

  1. 1
    Create a campaign

    Open Campaigns and choose New Campaign.

  2. 2
    Set the call rules

    Choose a name, agent, calling window, timezone, and retry limit.

  3. 3
    Choose a data source

    Upload a CSV or import contacts from a connected CRM or Google Sheets.

  4. 4
    Map contact fields

    Map the phone number and required contact fields before continuing.

  5. 5
    Review and create

    Check caller ID, schedule, pacing, and the agent before saving.

Launch the campaign

New campaigns are created paused. Open the campaign list and select Play when you are ready to start dialing. Begin with low concurrency so the team can review early call audio and outcomes.

Choose a data source and dialling behavior while preparing a campaign.

Monitor the first calls

Watch the live call list and review the first completed calls before raising throughput. Confirm that the agent delivers the whole greeting, can hear the caller, and records an outcome that matches the conversation.

Use campaign reports and call records to identify list quality, connection, or script issues. Change one variable at a time so the result is easy to compare.