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AI Calling Campaigns

Use Campaigns to organize AI-powered calling workflows around a specific goal, audience, qualification process, and booking workflow.

Quick answer

A Dialbotix Campaign organizes an AI calling workflow by connecting an Agent with a calling goal, pitch, qualification criteria, instructions, booking settings, retry rules, and leads.

Walkthrough

Step by step

  1. 1

    What is a Campaign?

    A Campaign defines the operational context for an AI calling workflow and connects an Agent with leads and campaign-specific instructions.

  2. 2

    Campaign goal

    Define what the AI voice agent is trying to accomplish during conversations.

  3. 3

    Product pitch

    Provide the information the AI agent needs to explain the relevant product, service, or offer during conversations.

  4. 4

    Qualification questions

    Define the criteria and questions used to determine whether a lead meets the campaign's qualification requirements.

  5. 5

    Booking settings

    Configure how appointment or meeting booking should be handled when a lead agrees to a meeting.

  6. 6

    Retry settings

    Define how unsuccessful or unanswered calling attempts should be handled.

  7. 7

    Assigning leads

    Add or import leads into the campaign so the assigned AI Agent can call them.

  8. 8

    Monitoring campaign results

    Review calls, transcripts, outcomes, qualification results, bookings, and analytics generated by the campaign.

What this covers

Common questions this page answers

how AI calling campaigns work
how to create an AI calling campaign
AI outbound campaign setup
AI lead qualification workflow
automated appointment setting
FAQ

Frequently asked questions

What is an AI calling campaign?

An AI calling campaign is a structured workflow that uses an AI voice agent to contact a defined group of leads for a specific business objective.

What can I configure in a Dialbotix campaign?

Campaigns can include an assigned Agent, goal, product pitch, qualification questions, custom instructions, booking settings, retry settings, and leads.

Can one campaign have multiple leads?

Yes. A campaign is designed to work with a set of leads that can be added individually or through supported lead import workflows.

Keep going

Related documentation

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