Before you start
An assistant with the Outbound role. See Settings.
An Outbound caller ID set on that assistant. See Phone numbers.
A lead batch. See Leads.
Enough wallet balance. See Billing and credits.
Create a campaign
1
Click Create campaign
Go to Campaigns and click + Create campaign.
2
Campaign details
Enter a Campaign Name, pick the Lead Batch, and optionally describe the campaign’s purpose and goals.
3
Select the assistant
Search for and choose the AI assistant that will make the calls.
4
Set the call rate
Enter the Call rate (calls per minute). Orato limits outbound cadence to 1 to 2 calls per minute for cost and carrier compliance.
5
Schedule
Choose Start Immediately or Schedule for Later and pick a start time.
6
Create
Click Create Campaign.
Monitor campaigns
The Campaigns page shows:
Each row shows the campaign’s Status, Progress, Start Time, Results, and Created date, with actions to manage it. Filter by status or search by name.
Individual calls appear on the Calls page, and outcomes roll up to the Dashboard.
Call outcomes
Outbound calls are grouped into these outcomes:Best practices
- Test first. Run a small batch of internal numbers before calling real leads.
- Call at sensible hours in your leads’ time zone, and respect do-not-call requests.
- Keep batches focused. One audience and one goal per campaign makes results easier to read.
- Review conversations from the first calls and refine the prompt before scaling up.