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Campaigns let you reach a list of contacts using your agents. You can upload recipient data, define the journey, choose when the campaign should run, and control how follow-up attempts should work.

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What Campaigns Do

You can use campaigns to:
  • contact a list of recipients with an agent
  • upload recipient data from a CSV
  • control when calls should happen
  • retry contacts when a goal is not met
  • pause and resume the journey when a callback is requested

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How to Create a Campaign

When you create a campaign, you first configure the campaign setup screen. Campaign setup screen In this step, you define:
  • a campaign name
  • the phone number the campaign will use
  • whether the campaign should follow your organization’s business hours
  • the journey steps
  • retry and continue condition behavior
  • callback detection settings
After that, you upload your recipient data and then choose whether to run the campaign now or schedule it for later. If Business Hours Only is enabled, Simple AI uses the business hours configured for your organization and keeps outbound attempts and retry calls within those time windows.

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Campaign Journey

The campaign journey defines the sequence of actions for each recipient. You can create steps such as:
  • an initial call
  • follow-up calls
  • wait steps
  • SMS steps, if that capability is enabled for your account
Each step lets you define who and when. In practice, this means choosing which agent should place a call and when that call should go out, including whether it should happen after the previous step, after the first step, or at a specific time. The journey pauses automatically when a call is answered and the goal has been achieved.

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Retry Settings

Retries let you control what happens after the initial contact attempt. You can configure:
  • how many follow-up steps to include
  • how long to wait between steps
  • whether retries should continue when the goal was not met
  • whether retries should stop when the contact has already responded successfully
By default, retries are mainly driven by unsuccessful call outcomes, such as voicemail, no answer, busy, or other failed attempts. If AI retries are enabled, Simple AI also analyzes answered calls to determine whether the goal was met. If the call was answered but the goal was not met, the system can continue the retry process for that recipient.

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Callback Detection

If callback detection is enabled and a contact asks to be called back at a specific time, the system can schedule that callback and pause the journey until then. This helps campaigns feel more natural and prevents follow-up attempts from continuing when the caller has already requested a better time.

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Uploading Campaign Data

Campaign uploads use a CSV file with one row per recipient. During setup, you map each CSV column to the variables defined in the agent builder so each recipient’s row can be used during calls. Campaign CSV mapping screen Your CSV must include:
  • a phone_number column
  • one row for each person you want to contact
If your agent uses parameters, those parameters can also be included as additional CSV columns so the agent can use them during calls. You can also include extra columns as identifiers to help map campaign data back to your own systems later.

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Starting and Scheduling Campaigns

Once your campaign data is uploaded, you can either:
  • run the campaign immediately
  • schedule it for a later date and time
When scheduling a campaign, you choose the date, time, and timezone for when outreach should begin. Campaign scheduling modal If a campaign is scheduled, you can later reschedule it or unschedule it before it runs.

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Reviewing and Exporting Data

Once campaign calls start rolling out, you can review the results directly in Simple AI. This includes campaign call data such as tags, analyzers, transcripts, and other call attributes so you can understand what happened across the campaign. When you are ready, you can also export this data as a CSV and use it in your own reporting or operational workflows. Campaign export CSV button

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Best Practices

Campaigns work best when your uploaded data matches the parameters your agents expect to use during calls. To get the most out of your campaign uploads, it also helps to create tags and analyzers. This makes it easier to organize campaign calls, track outcomes, and pull structured insights from the conversations your campaign generates.