> ## Documentation Index
> Fetch the complete documentation index at: https://docs.convocore.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent Campaigns

> Run outbound voice campaigns and lead-based outreach from your agent.

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

## 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

## 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.

## Before you create a campaign

You need a lead group first.

<img src="https://mintcdn.com/convocore/h_96SLAvmHo1k2ly/images/analytics/create-lead-group-with-sample-lead.gif?s=bd75afe5eba39fb851efd1ff4ca697be" alt="create-lead-group" width="1000" height="503" data-path="images/analytics/create-lead-group-with-sample-lead.gif" />

<Steps>
  <Step title="Open the leads area">
    Go to your agent dashboard and open the section where your leads are managed.
  </Step>

  <Step title="Create or import leads">
    Add leads manually or import them in bulk using a CSV file.
  </Step>

  <Step title="Assign a lead group">
    Group leads under a shared name so the campaign can target them together.
  </Step>
</Steps>

<Tip>
  You can download the sample CSV import file from <a href="/assets/leads_template.csv" target="_blank">this template</a>.
</Tip>

## Create a campaign

<Steps>
  <Step title="Open the Campaigns tab">
    Go to your agent dashboard and open the `Campaigns` tab.
  </Step>

  <Step title="Create a new campaign">
    Click `Create Campaign`.
  </Step>

  <Step title="Choose the basics">
    Set the campaign name and select the lead group you want to target.
  </Step>

  <Step title="Configure execution">
    Define concurrency, delay between calls, and other runtime controls.
  </Step>

  <Step title="Set prompts and post-call behavior">
    Define how the outreach starts and what should be analyzed after each call.
  </Step>

  <Step title="Save and launch">
    Save the campaign, then run, pause, or stop it from the campaigns table.
  </Step>
</Steps>

## Core campaign settings

### Target lead group

This determines which leads are included in the campaign.

### Concurrency slots

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

### Delay between calls

Adds spacing between outbound attempts to help you control pacing.

### Initial prompt

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

### Call analysis summary prompt

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

### 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

## 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

<Tip>
  If the campaign reaches a closed window, it waits until the next valid time instead of continuing immediately.
</Tip>

## 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

## Best practices

<CardGroup cols={2}>
  <Card title="Start with a clean lead group" icon="users">
    Use clear grouping so you always know exactly who a campaign is targeting.
  </Card>

  <Card title="Keep prompts specific" icon="message">
    Strong opening prompts and post-call summaries make campaign results much easier to review.
  </Card>

  <Card title="Use scheduling" icon="clock">
    Limit outreach to appropriate business hours for the audience you are contacting.
  </Card>

  <Card title="Track outcomes" icon="chart-line">
    Attach useful metrics so you can compare campaigns and optimize what works.
  </Card>
</CardGroup>