projectnoir

Campaigns

A campaign is how you send your AI agent out to contact your leads. This guide covers everything from creating your first campaign to monitoring its progress.

What Is a Campaign?

A campaign combines a script (what to say), channels (how to reach out — voice, Telegram, email), and leads (who to contact). When you start a campaign, the AI agent goes through your lead list and contacts each person using the channels you selected.

Creating Your First Campaign

  1. 1

    In the left sidebar, click "Campaigns".

  2. 2

    Click the "Create Campaign" button (with a + icon in the top-right corner, or the large button in the center if you have no campaigns yet).

  3. 3

    A modal opens with these fields:

    • Campaign Name — A descriptive name (e.g., "March B2B Outreach").
    • Script — A dropdown to select one of your existing scripts.
    • Channels — Checkboxes for Voice, Telegram, and Email. Select one or more.
    • Channel Priority — A drag-and-drop list to set the fallback order (explained below).
    • Scheduled At — (Optional) Set a date and time to start the campaign automatically.
  4. 4

    Click "Create Campaign"to save. Your campaign is created in "Draft" status.

Done! Your campaign card appears in the list.

Selecting a Script

When creating or editing a campaign, the "Script" dropdown shows all your saved scripts. Click one to attach it. The AI agent will use this script when contacting leads in this campaign. If you have not created any scripts yet, go to the Scripts page first.

Choosing Channels

You can enable one or more channels for each campaign:

  • Voice — The AI agent will call leads by phone.
  • Telegram — The AI agent will send Telegram messages.
  • Email — The AI agent will send emails.

Check the boxes next to the channels you want. You must select at least one channel.

Setting Channel Priority (Fallback Order)

When you select multiple channels, the system tries them in the order you set. For example, if your priority is:

1. Telegram (try first)

2. Voice (try if Telegram fails)

3. Email (try if Voice also fails)

The system will first try to reach the lead on Telegram. If that fails (no Telegram username, message not delivered), it will try calling. If that also fails, it sends an email. You can reorder channels by dragging them in the priority list using the grip handle on the left.

Tip: Put the cheapest or most effective channel first. Telegram messages are usually cheaper than voice calls, and email has the broadest reach.

Assigning Leads to a Campaign

  1. 1

    On the Campaigns page, find the campaign you want to add leads to and click the "Assign Leads" button (person-plus icon) on the campaign card.

  2. 2

    A modal opens showing all your available leads. Use the search bar at the top to find specific leads.

  3. 3

    Click the checkbox next to each lead you want to assign. Selected leads get a blue checkmark.

  4. 4

    Click "Assign Selected" to confirm. The lead count on the campaign card will update.

Starting and Pausing Campaigns

Campaign statuses work like this:

Draft

The campaign is set up but has not started yet. You can still edit everything.

Active

The campaign is running. The AI is contacting your leads.

Paused

The campaign is temporarily stopped. No new outreach until you resume.

Completed

All leads have been contacted. The campaign is finished.

To start a campaign: Click the green play button on the campaign card. The AI will begin contacting leads in the order they were assigned.

To pause a campaign: Click the yellow pause button on an active campaign card. The AI stops reaching out, but progress is saved.

Important: Make sure your campaign has at least one lead assigned and a script selected before starting. Otherwise, the start button may not work.

Monitoring Campaign Progress

Click on any campaign card to expand it and see detailed stats:

  • Total leads in the campaign
  • How many have been contacted
  • How many are qualified
  • How many converted
  • How many were rejected

You can also see the list of leads assigned to the campaign and their individual status within the expanded view.

Understanding Campaign Stats

When a campaign runs, you can track real-time execution progress:

  • Total — Number of leads the campaign is processing.
  • Processed — How many leads have been attempted so far.
  • Succeeded — Leads where the outreach was delivered successfully.
  • Failed — Leads where all channel attempts failed.

Each result shows the lead name, the channel used, and the status (sent, failed, or skipped).

LeadsNext: Channels