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Campaigns let you reach a selected group of leads with automated outreach flows. The campaign system is built around lead groups, so the usual workflow is:
  1. Import or organize leads
  2. Group them
  3. Create a campaign that targets that group
  4. Monitor progress, metrics, and outcomes

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What campaigns are for

Common campaign use cases include:
  • Outbound sales follow-up
  • Lead qualification
  • Appointment reminders
  • Re-engagement of inactive contacts
  • Voice-based customer outreach

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Campaign types

At a high level, Convocore supports campaign-style outreach for:
  • Voice campaigns: automated outbound calling to a lead group
  • WhatsApp template campaigns: template-based outreach for WhatsApp use cases where supported in your workflow
This page focuses on the main lead-group-driven campaign flow used in the agent dashboard.

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Before you create a campaign

You need a lead group first. create-lead-group
1

Open the leads area

Go to your agent dashboard and open the section where your leads are managed.
2

Create or import leads

Add leads manually or import them in bulk using a CSV file.
3

Assign a lead group

Group leads under a shared name so the campaign can target them together.
You can download the sample CSV import file from this template.

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Create a campaign

1

Open the Campaigns tab

Go to your agent dashboard and open the Campaigns tab.
2

Create a new campaign

Click Create Campaign.
3

Choose the basics

Set the campaign name and select the lead group you want to target.
4

Configure execution

Define concurrency, delay between calls, and other runtime controls.
5

Set prompts and post-call behavior

Define how the outreach starts and what should be analyzed after each call.
6

Save and launch

Save the campaign, then run, pause, or stop it from the campaigns table.

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Core campaign settings

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Target lead group

This determines which leads are included in the campaign.

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Concurrency slots

Controls how many outbound calls the campaign is allowed to process at the same time.

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Delay between calls

Adds spacing between outbound attempts to help you control pacing.

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Initial prompt

Defines the opening message or first instruction used when the call begins.

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Call analysis summary prompt

Defines what the system should evaluate after the call ends, such as outcome classification, notes, or follow-up quality.

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Post-call metrics

You can attach metrics to measure campaign outcomes. Depending on your setup, these can be:
  • Built-in metrics
  • Custom metrics configured in the platform

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Scheduling and timing

Campaigns can be restricted to a working schedule so outreach happens only during allowed hours.
  • Open time / close time: Set the daily window when the campaign may run
  • Timezone: Choose the timezone that the schedule should follow
  • Working days: Limit the campaign to selected days of the week
If the campaign reaches a closed window, it waits until the next valid time instead of continuing immediately.

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Managing campaigns

From the campaigns table you can usually:
  • Start a campaign
  • Pause or stop a campaign
  • Edit campaign settings
  • Review status and progress
  • Remove a campaign you no longer need

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Best practices

Start with a clean lead group

Use clear grouping so you always know exactly who a campaign is targeting.

Keep prompts specific

Strong opening prompts and post-call summaries make campaign results much easier to review.

Use scheduling

Limit outreach to appropriate business hours for the audience you are contacting.

Track outcomes

Attach useful metrics so you can compare campaigns and optimize what works.