Skip to main content
Campaigns in TelemanAI allow you to automate outbound calling to groups of contacts. This guide walks you through creating, configuring, and launching campaigns.

​
Prerequisites

Before creating a campaign, ensure you have:
  • At least one contact group with contacts
  • A configured Twilio provider with sufficient balance
  • Audio files or text-to-speech content prepared
  • Verified KYC status (if required)

​
Creating a New Campaign

1

Navigate to Campaigns

From your dashboard, go to Dashboard → Campaigns to access the campaigns page.
2

Click Create Campaign

Click the Add New or Create Campaign button to open the campaign creation form.
3

Enter Basic Information

Fill in the required campaign details:
  • Name: A descriptive name for your campaign (required)
  • Description: Detailed description of the campaign purpose (required)
Use clear, descriptive names like “Q1 Product Launch - Existing Customers” to easily identify campaigns later.
4

Select Contact Group

Choose which contact group to target:
  • Click the Group dropdown
  • Select the contact group you want to call
  • Ensure the group has contacts assigned
Campaigns cannot be started without a contact group. Make sure your group contains valid phone numbers.
5

Select Provider

Choose your Twilio provider:
  • Select from your configured providers in the Provider dropdown
  • Verify the provider has sufficient balance
  • Ensure the provider connection is active
The provider determines which Twilio phone number will be used for outbound calls.
6

Configure Voice Content

Choose how to deliver your message:

​
Option 1: Text-to-Speech

  • Enter your message in the Say field
  • The system will convert text to speech during calls
  • Best for simple, dynamic messages

​
Option 2: Audio File Upload

  • Click Choose File under Audio
  • Upload an MP3 or WAV file
  • Recommended for professional recordings

​
Option 3: Audio URL

  • Enter a direct URL to an audio file
  • Useful for remotely hosted audio content
If both text and audio are provided, the audio file takes priority.
7

Set Expectations (Optional)

In the Expectations field, you can define:
  • Expected call outcomes
  • Lead qualification criteria
  • Instructions for voice campaign tracking
8

Set Campaign Status

Toggle the Active switch:
  • On: Campaign is active and can be started
  • Off: Campaign is inactive (saved as draft)
9

Save Campaign

Click Save to create your campaign. You’ll receive a success notification.

​
Configuring Campaign Audio

​
Uploading Audio Files

  1. Prepare your audio file:
    • Formats: MP3, WAV
    • Recommended: 16-bit, 8kHz or 16kHz
    • Keep messages under 60 seconds for best results
  2. Upload process:
    • Click Choose File in the audio section
    • Select your audio file
    • The file will be uploaded to /audio/ directory
    • Full URL will be automatically generated

​
Using Text-to-Speech

Enter your message in the Say field: 
Hello, this is a message from [Your Company]. 
We're calling to inform you about our special offer.
Press 1 to speak with a representative, or press 2 to be removed from our list.
Use natural punctuation and spacing to control speech pacing and pauses.

​
Scheduling Campaigns

After creating a campaign, you can schedule it to run at specific times.
1

Edit Your Campaign

Navigate to Dashboard → Campaigns and click on your campaign name.
2

Add Schedule

Scroll to the Schedule section and click Add Schedule.
3

Select Date and Time

  • Choose future date and time
  • You can add multiple schedules
  • All schedules must be in the future
Past dates will be rejected. Ensure your timezone settings are correct.
4

Save Schedules

Click Save Schedules. Each schedule will be created with status PENDING.

​
Managing Schedules

  • View schedules: See all scheduled executions on the campaign edit page
  • Delete schedule: Click the delete icon next to any schedule
  • Schedule status: Monitors change from PENDING → RUNNING → COMPLETED

​
Starting a Campaign

Before starting a campaign, verify:
  • Your account has sufficient balance
  • The provider connection is working
  • You have not exceeded hourly quota limits
  • Contact group contains valid phone numbers

​
Manual Start

1

Go to Campaign List

Navigate to Dashboard → Campaigns
2

Start Campaign

Click the Start button next to your campaign
3

Confirm Start

The campaign will be queued and begin calling contacts immediately

​
Test Campaign

Before launching to all contacts, test your campaign:
1

Navigate to Campaign

Go to Dashboard → Campaigns and select your campaign
2

Click Test Call

Click the Test Call or Dev Make Call button
3

Verify Test Call

The system will call the first contact in your group. Verify:
  • Audio quality
  • Message content
  • Call connection
Create a test group with your own phone number for safe testing.

​
Voice Campaign Mode

Voice campaigns allow live agents to make calls with campaign tracking.
1

Access Voice Campaign

Navigate to Dashboard → Voice Campaign
2

Select Campaign

Choose your campaign from the list and click Start
3

Make Calls

The dialer interface will open:
  • Contact information displays automatically
  • Click Call to connect
  • Mark lead status during or after the call
4

Track Lead Status

For each call, mark the outcome:
  • Interested
  • Not Interested
  • Follow Up
  • No Answer
  • Invalid Number

​
Editing Campaigns

1

Navigate to Campaign

Go to Dashboard → Campaigns and click on the campaign name
2

Modify Settings

Update any campaign settings:
  • Name and description
  • Contact group
  • Provider
  • Audio content
  • Schedules
3

Save Changes

Click Update to save your changes
Changing the group or provider will update any pending scheduled campaigns.

​
Campaign Status and Monitoring

​
Campaign Status

  • Active: Campaign can be started
  • Inactive: Campaign is paused (draft mode)
  • Running: Campaign is currently executing
  • Completed: Campaign has finished

​
Monitoring Calls

Track campaign progress:
  1. Navigate to Dashboard → Leads
  2. Click on your campaign to view:
    • Total calls made
    • Call outcomes
    • Lead statuses
    • Contact responses

​
Viewing Call History

Access detailed call logs:
  1. Go to Dashboard → Call History
  2. Filter by campaign
  3. View individual call details:
    • Call duration
    • Call status
    • Recording URL
    • Cost per call

​
Best Practices

  • Schedule campaigns during business hours (9 AM - 5 PM)
  • Avoid holidays and weekends for B2B campaigns
  • Consider time zones when targeting multiple regions
  • Space out campaigns to avoid overwhelming contacts
  • Use professional voice talent for recordings
  • Keep messages concise (30-45 seconds)
  • Include clear call-to-action
  • Test audio on multiple devices
  • Ensure compliance with telemarketing regulations
  • Segment contacts by demographics or interests
  • Regularly clean contact lists (remove invalid numbers)
  • Create test groups for campaign validation
  • Update contact data after campaign completion
  • Review call outcomes regularly
  • Track conversion rates by campaign
  • A/B test different messages
  • Adjust scheduling based on response rates
  • Stay within hourly quota limits

​
Troubleshooting

​
Campaign Won’t Start

Problem: Error message “Insufficient balance”Solution:
  • Check your account balance in Dashboard
  • Add funds via Dashboard → Billing
  • Ensure balance covers estimated campaign cost
Problem: “Campaign has no group or provider”Solution:
  • Edit campaign and select a contact group
  • Choose an active provider
  • Save changes and try again
Problem: “Connection Failed. Please contact administrator”Solution:
  • Verify provider credentials in Dashboard → Providers
  • Test Twilio connection
  • Check provider status is active
  • Contact support if issue persists
Problem: “Hourly quota crossed”Solution:
  • Wait until next hour to resume
  • Check quota limits in your package
  • Upgrade package for higher limits
  • Schedule campaigns to distribute load

Managing Contacts

Learn how to create and manage contact groups

Web Dialer

Make calls through the browser-based dialer

SIP Trunk Setup

Configure SIP trunks for calling

Campaign API

Automate campaigns via API

Build docs developers (and LLMs) love

Get started for freeTalk to us