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ConvocoreAgent Campaigns feature enables automated outbound calls to users within a specified lead group. This functionality is designed to streamline outreach efforts, improve customer engagement, and enhance agent productivity by ensuring calls are directed to the right audience.

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Key Features

  • Targeted Outreach: Calls are made to users from predefined lead groups.
  • Automated or Manual Calling: Supports both automated dialing and manual agent-initiated calls.
  • Lead Group Management: Allows segmentation of users based on criteria such as demographics, purchase history, or past interactions.
  • Call Scheduling: Enables scheduling of calls to optimize engagement times.
  • Performance Tracking: Monitors call success rates, duration, and outcomes.
  • Integration with Agent Metrics: Tracks agent efficiency within campaigns.

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Usage

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Accessing Agent Campaigns

1

Agent Campaigns Tab

Navigate to your agent’s dashboard and locate the Metrics tab.
2

Agent Campaigns Table

Campaigns table which shows the campaigns info including editing, removing or toggling campaign state (run | stop)

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How to use

You need to know first that campaigns use lead group to target and make outbound calls for So To start with creating campaigns you need to first create a lead group So let’s walk the steps on how to create a lead Group create-lead-group
1

Lead Groups Tab

Navigate to your agent’s dashboard and locate the Lead Groups tab.
2

Create Lead Group

Create a new lead group by clicking on the “Create Lead Group” button.
3

Lead Group Name

Give your lead group a name.
4

Lead Group Leads

Add leads to your lead group by uploading a CSV file or by adding leads manually by assigning the leads from the leads table to the lead group.
You can download the excel file used in importing leads fromthis link.
Now that you have a lead group you can create a campaign to make outbound calls to the leads in the lead group.
1

Campaigns Tab

Navigate to your agent’s dashboard and locate the Campaigns tab.
2

Create Campaign

Create a new campaign by clicking on the “Create Campaign” button.
3

Campaign Name

Give your campaign a name.
4

Campaign Lead Group

Select the lead group you want to make outbound calls to.
5

Campaign Concurrency slots

Set the maximum number of outbound calls that the agent can handle.
6

Campaign delay between each call

Set the delay between each call.
7

Campaign Initial prompt

Set the message to start the call with.
8

Campaign Call analysis summary prompt

Set the prompt that the agent will do immediately after the call ends.
9

Campaign Post Call Metrics

Set the metrics used to indicate the campaign statistics. There are 2 ways to set the metrics: - Predefined Metrics: These are the metrics that are predefined in the system. - Custom Metrics: These are the metrics that are custom to the campaign.

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Customizing Campaigns

Users can customize the campaigns based on their business needs:
1

Agent Campaigns Tab

Navigate to your agent’s dashboard and locate the Campaigns tab.
2

Define Campaign

Define new Campaigns is very simple you only have to set the following parameters: - Campaign name: The name of the campaign - Campaign Lead Group: This is the lead group name of the users to make outbound calls to.
  • Campaign Concurrency slots: This is the maximum number of outbound calls that the agent can handle. - Campaign delay between each call: This is the delay between each call. - Campaign Initial prompt: This is the message to start the call with. - Campaign Call analysis summary prompt: This is prompt that the agent will do immediately after the call ends. - Campaign Post Call Metrics: This is the metrics used to indicate the campaign statistics.
3

Save Changes

Save changes to add or edit Campaigns.

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Campaign Timings

To ensure your outreach happens at appropriate times, you can configure detailed scheduling for each campaign.
  • Open Time & Close Time: Define a specific window (in 24h format) during which the campaign is allowed to place calls.
  • Timezone: Select the timezone for your schedule. This ensures that “09:00” means 9 AM in your target audience’s location (or your preferred operations center).
  • Working Days: Choose specific days of the week when the campaign should be active. For example, you can restrict calls to only Monday through Friday.
[!TIP] If a call is scheduled but the window closes before it starts, the system will automatically delay it until the next allowed “Open Time”.