> ## 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.

# Run a lead qualification campaign

> Import leads, build a qualifier assistant from a template, and call the whole batch with a campaign.

In this tutorial you'll call a list of property enquiries, qualify each lead on budget, location, and timeline, and see the results on the dashboard. Swap in your own industry as you go.

**You'll need:** a wallet balance, a phone number for caller ID, and a CSV of leads.

**1. Prepare your leads**

Create a CSV with `name` and `phone` columns. Add any extra columns you find useful, such as `notes` or `city`.

```csv theme={null}
name,phone,notes,city
Rahul Sharma,+919876543210,Enquired about 2BHK,Pune
Ananya Iyer,+919812345678,Wants a villa,Bengaluru
```

Go to **Leads → Create batch → Batch with CSV**, name the batch `Property enquiries - October`, upload the file, and click **Create Batch with CSV**.

**2. Create the assistant from a template**

Go to **AI Assistants** and click **Real Estate Lead Qualifier**. The first message and instructions are filled in for you.

* Set **Agent name** to `Priya`.
* In the instructions, replace the generic company and city with your own.
* Add your definition of qualified, for example `A lead is qualified if they plan to buy within 3 months with a budget above ₹80 lakh.`

**3. Pick the voice**

On the **Voice** tab, choose **Cartesia**, preview a few Indian English voices, and set **Primary language** to **English (India)**. Turn on **Auto switch language** in case leads reply in Hindi.

**4. Configure settings**

On the **Settings** tab:

* **Role**: Outbound
* **Outbound caller ID**: your Indian number
* **AI Brain**: Anthropic Claude Haiku 4.5
* **Who speaks first?**: Agent speaks first

**5. Set call controls**

On the **Advanced** tab:

* **Max Duration**: 300 seconds is plenty for qualification.
* **End Call Phrases**: add `not interested` and `don't call me`.
* **Transfer to Human**: your sales team's number, for hot leads who want to talk now.
* **Knowledge documents**: attach your project brochure or price list.

Click **Create Assistant**.

**6. Test before you launch**

Use **Talk** to play a few leads: an interested buyer, a busy person, and someone who isn't interested. Refine the prompt until all three go well.

Then create a small batch with your own number and run a one-lead campaign to hear a real call.

**7. Launch the campaign**

Go to **Campaigns → + Create campaign**:

* **Campaign Name**: `Property enquiries - October`
* **Lead Batch**: the batch you created
* **Select Assistant**: Priya
* **Call rate**: 1 to 2 calls per minute
* **Schedule**: Start Immediately, or schedule for business hours

Click **Create Campaign**.

**8. Track results**

* Watch progress on the **Campaigns** page.
* See outcomes (Connected, No Answer, Callback, Not Interested, Qualified) on the **Dashboard**.
* Read summaries on **Conversations** and schedule site visits for qualified leads on **Meetings**.

## Next steps

* Improve your prompt with the [Prompting guide](/prompting-guide).
* Connect [Google Calendar](/integrations/google-calendar) to keep meetings in sync.


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