> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tryorato.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaigns

> Launch outbound calling campaigns to your lead batches. Assign an AI Assistant, set call rate, and monitor progress in real time.

## 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.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/oratoinc/images/campaigns.png" alt="Orato Campaigns — list of all campaigns with status and progress" />
</Frame>

***

## The campaigns dashboard

Four numbers are shown at the top:

<CardGroup cols={4}>
  <Card title="Total Campaigns" icon="bullhorn">
    Every campaign you've ever created
  </Card>

  <Card title="Active" icon="circle-play">
    Campaigns running right now
  </Card>

  <Card title="Total Calls" icon="phone">
    All calls made across every campaign
  </Card>

  <Card title="Qualified Leads" icon="user-check">
    Contacts marked as qualified by your assistant
  </Card>
</CardGroup>

### 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.

<Frame>
  <img src="https://mintcdn.com/oratoinc/p17B-McT_jBLUIPP/images/Create-Campaign-.png?fit=max&auto=format&n=p17B-McT_jBLUIPP&q=85&s=e5778e7c8621c134957bfc72c9045ee8" alt="Create Campaign" width="492" height="690" data-path="images/Create-Campaign-.png" />
</Frame>

<Steps>
  <Step title="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            |
  </Step>

  <Step title="Choose your AI Assistant">
    Pick which assistant handles the calls. Make sure the assistant's instructions match the type of leads you're calling.

    <Tip>
      An assistant set up for lead qualification will behave very differently from one set up for payment reminders. Use the right one for the job.
    </Tip>
  </Step>

  <Step title="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

    Leave both empty to call the entire batch.

    <Info>
      As the dashboard says: *"Leave filters empty to include all leads from the batch. Add filters to target specific lead segments."*
    </Info>
  </Step>

  <Step title="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                                                                                             |

    <Warning>
      Don't set the call rate above 8 calls per minute. It won't get you results faster — it'll just get your number flagged as spam.
    </Warning>
  </Step>

  <Step title="Click Create Campaign">
    That's it. If you chose Start Immediately, your assistant starts dialling straight away.
  </Step>
</Steps>

***

## 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

<Check>
  A Lead Batch exists with valid phone numbers in international format
</Check>

<Check>
  Your AI Assistant is configured and tested with the Talk button
</Check>

<Check>
  The calling hours are appropriate for your contacts' time zone
</Check>

<Check>
  Your account has enough balance — check by clicking Add Fund in the top nav
</Check>

***

## Where to go next

<CardGroup cols={2}>
  <Card title="Leads" icon="users" href="/leads">
    Create a Lead Batch if you haven't already
  </Card>

  <Card title="AI Assistants" icon="robot" href="/ai-assistant">
    Configure the assistant that will make the calls
  </Card>

  <Card title="Conversations" icon="messages" href="/conversations">
    Review call transcripts and outcomes after the campaign runs
  </Card>

  <Card title="Calls" icon="phone" href="/calls">
    Monitor real-time activity and usage during the campaign
  </Card>
</CardGroup>