Campaigns

A campaign is a batch of outbound calls with a shared purpose — for example, “confirm next week’s appointments” or “follow up on last month’s support tickets.” Each campaign has its own audience, script, and schedule.

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Creating a campaign

From your Genie’s Campaigns tab, choose New Campaign:

1. Audience — upload a contact list or pick an existing one. Every contact must already have a relationship with your business.
2. Script overlay — set the greeting, the questions to capture during the call, and where to transfer the contact if they ask for a person.
3. Schedule — call now, or schedule a window. Outbound respects contact time-zone and quiet-hours rules automatically.

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Compliance checklist

Before a campaign can move from Draft to Scheduled, you must confirm a short checklist confirming the audience has an existing relationship with your business and has been checked against opt-outs.

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Monitoring a live campaign

Once launched, the Calls tab shows each call’s status in real time — ringing, connected, completed, or blocked. A blocked call means the contact was already on a do-not-call or opt-out list.

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After a campaign finishes

Each completed call has a disposition (e.g. “reached — resolved,” “no answer,” “opted out”) and a summary, viewable from the campaign’s Calls tab or rolled up in Reports.