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Outbound Campaigns

Campaigns let you automate outbound calls to a list of contacts using a selected agent. Upload a contact list, map the columns, and SpeakNode will call each contact automatically.

Creating a Campaign

  1. Navigate to Campaigns in the sidebar.
  2. Click + Create Campaign.
  3. Enter a Name for the campaign.
  4. Select the Agent that will handle the calls.
  5. Click Create.

Uploading Contacts

Campaigns use Excel files (.xlsx) as the contact source.

  1. In the campaign detail page, click Upload Contacts.
  2. Select an Excel file from your computer.
  3. SpeakNode will parse the file and show a preview of the columns.

Note

The file must contain at least one column with phone numbers. Other columns can be used as dynamic variables in the agent's system prompt and first messages.

Mapping Columns

After uploading, you need to map the Excel columns to SpeakNode fields.

  1. Phone Number (required): Select the column that contains phone numbers.
  2. Variables (optional): Map additional columns to variables used in your agent's configuration.

For example, if your agent's system prompt contains {{ customer_name }} and {{ order_id }}, map the corresponding Excel columns to these variables.

Tip

Make sure your phone numbers include the country code (e.g., +1234567890). Numbers without a country code may not be dialed correctly.

Starting the Campaign

  1. Review the mapped columns and contact count.
  2. Click Start Campaign.
  3. SpeakNode begins dialing contacts from the list.

Warning

Once a campaign is started, it cannot be undone. Make sure your agent is properly tested and your contact list is correct before starting.

Monitoring Progress

While the campaign is running, you can monitor its progress on the campaign detail page:

  • Total Contacts: The total number of contacts in the list.
  • Completed: The number of contacts that have been called.
  • In Progress: Calls currently active.
  • Pending: Contacts waiting to be called.
  • Failed: Calls that could not be completed (e.g., invalid number, no answer).

Viewing Results

After the campaign completes (or while it is in progress), you can review the results for each contact.

  1. Open the campaign detail page.
  2. Scroll down to the Items list.
  3. Each item shows:
    • The contact's phone number and mapped variables.
    • The call status (completed, failed, pending).
    • A link to the conversation record (if the call was answered).

Click on any item to view its full conversation details in the Conversations page.

Summary

Step Action
1 Create a campaign and select an agent
2 Upload an Excel file with contacts
3 Map columns to phone number and variables
4 Start the campaign
5 Monitor progress and review results