Overview
A Campaign is how you put your AI Assistant to work at scale. You pick a Lead Batch, assign an assistant, and Orato calls every contact in that list automatically — logging outcomes, transcripts, and qualified leads as it goes.
The campaigns dashboard
Four numbers are shown at the top:Total Campaigns
Every campaign you’ve ever created
Active
Campaigns running right now
Total Calls
All calls made across every campaign
Qualified Leads
Contacts marked as qualified by your assistant
Campaign status
| Status | What it means |
|---|---|
Running | The campaign is actively making calls |
Completed | Every contact in the batch has been called |
Cancelled | The campaign was stopped before finishing |
Creating a campaign
Click + Create Campaign in the top right of the Campaigns page.
Fill in the campaign details
| Field | What to enter |
|---|---|
| Campaign Name | Something clear — e.g. “June Outreach — Property Leads” |
| Lead Batch | The batch of contacts you want to call |
| Description | Optional notes about what this campaign is for |
Choose your AI Assistant
Pick which assistant handles the calls. Make sure the assistant’s instructions match the type of leads you’re calling.
Add lead filters (optional)
If you don’t want to call every contact in the batch, narrow it down:
- Lead Status: only call contacts with a specific status (e.g. new leads only)
- Lead Score: only call contacts above a certain score
As the dashboard says: “Leave filters empty to include all leads from the batch. Add filters to target specific lead segments.”
Set the call rate and schedule
| Setting | Guidance |
|---|---|
| Call Rate (calls/min) | Keep it between 3 and 8 calls per minute. Going higher risks triggering spam detection on carrier networks. The default is 5. |
| Start Immediately | Campaign begins the moment you click Create |
| Schedule for Later | Set a specific date and time to start |
Monitoring a live campaign
Click any campaign to open its detail view:- Progress bar: how many contacts have been called versus how many are left
- Results: a breakdown of outcomes (connected, no answer, qualified, failed)
- Individual calls: click through to read the transcript of any specific call
Before you launch
A Lead Batch exists with valid phone numbers in international format
Your AI Assistant is configured and tested with the Talk button
The calling hours are appropriate for your contacts’ time zone
Your account has enough balance — check by clicking Add Fund in the top nav
Where to go next
Leads
Create a Lead Batch if you haven’t already
AI Assistants
Configure the assistant that will make the calls
Conversations
Review call transcripts and outcomes after the campaign runs
Calls
Monitor real-time activity and usage during the campaign