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

# Campaigns

> Create and manage automated call campaigns

## What are Call Campaigns?

Call campaigns allow you to automate outbound calls at scale using our AI voice agents. Whether you need to reach hundreds or thousands of contacts, our platform ensures each conversation is natural and effective.

## Campaign Types

<CardGroup cols={2}>
  <Card title="Sales & Lead Generation" icon="money-bill-trend-up">
    Qualify leads, schedule sales meetings, and follow up with prospects automatically.
  </Card>

  <Card title="Customer Support" icon="headset">
    Proactive outreach for support follow-ups, satisfaction surveys, and issue resolution.
  </Card>

  <Card title="Appointment Reminders" icon="calendar-check">
    Reduce no-shows with automated appointment confirmations and rescheduling.
  </Card>

  <Card title="Collections" icon="file-invoice-dollar">
    Handle payment reminders and collection calls professionally and consistently.
  </Card>
</CardGroup>

## How to create a campaign

<Steps>
  <Step title="Campaign details">
    Go to **Campaigns** in the side menu and click **New Campaign**. Configure:

    * **Name** for your campaign
    * **Outbound number**: Which phone number to make the calls from
    * **Start time**: Launch now or schedule for a future date
    * **Time range**: During what hours calls can be made
    * **Retries**: How many times to call back if the person doesn't answer
  </Step>

  <Step title="Select the AI agent">
    Choose which of your AI agents will make the calls for this campaign. If you don't have one yet, you can create one from the [Agents section](/en/agents/overview).
  </Step>

  <Step title="Load your contacts">
    You have three ways to load contacts into the campaign:

    * **From another campaign**: Reuse contacts from a previous campaign.
    * **Upload a file**: Upload an Excel file with your contact data.
    * **From the CRM**: Select contacts from one of your boards in the ContactShip CRM.
  </Step>

  <Step title="Configure the data template">
    Define which data fields to include for each contact. At minimum, **4 fields** are required (first name, last name, phone number, and country), but you can add many more to **enrich the calls** — for example, product of interest, outstanding debt, last purchase, etc.

    If you chose to upload a file, you can **download the template** in Excel, fill it in Google Sheets or Excel, and then upload it.

    <Tip>
      The more information you load for each contact, the more personalized the call will be. The AI agent uses all this data to adapt the conversation.
    </Tip>
  </Step>

  <Step title="Launch the campaign">
    Confirm and launch. The campaign activates within **3 to 5 minutes** at most, and calls are launched **simultaneously** to multiple contacts at once — they're not made one at a time.
  </Step>
</Steps>

## What happens after each call

Once calls start running, you can see everything that happens in real time from the **Calls** section on the platform:

* **Full audio** of the call to listen to the conversation
* **Transcription** of everything that was said
* **Summary** automatically generated by the AI
* **User sentiment** — how the person felt during the call
* **Call status** — whether it was successful (the agent achieved its goal) or not
* **Disconnection reason** — who hung up and why

From the **CRM**, you can also see all contact information: add tags, write comments, view the complete call history, create notes, and assign tasks.

## Best practices

<Tip>
  **Tips for effective campaigns**

  * Start with a small test group to fine-tune your agent before scaling
  * Schedule calls during reasonable business hours
  * Set up retries for unanswered calls (2-3 retries usually works well)
  * Enrich your contact data — the more info the agent has, the better it personalizes
</Tip>

<Warning>
  **Keep in mind**

  * Make sure you comply with local calling regulations in your country
  * Keep your contact lists up to date
  * Respect do-not-call preferences
  * Test your agent thoroughly before launching at scale
</Warning>

## Campaign features

<Check>
  **Simultaneous calls**: Calls are launched in parallel, not one at a time
</Check>

<Check>
  **Flexible scheduling**: Launch now or schedule for later, with time range control
</Check>

<Check>
  **Automatic retries**: Call back those who didn't answer, with no manual intervention
</Check>

<Check>
  **Personalized conversations**: Each call adapts based on the contact's data
</Check>

<Check>
  **Complete results**: Audio, transcription, summary, sentiment, and status for every call
</Check>

<Check>
  **Built-in CRM**: Tags, call history, comments, notes, and tasks per contact
</Check>