The Campaigns feature helps you automate outreach to your contacts by scheduling voice calls using an AI voice agent.

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✅ Prerequisites

Before creating a campaign, make sure you have the following:
  • A voice agent deployed on a phone number through a supported provider like Twilio, Plivo, or Telnyx.
  • A list of leads (contacts) you want to reach out to during the campaign.

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👥 Add Contact in Insighto

  1. Go to Contacts Section
From the left panel, click on Contacts.
  1. Add a Single Contact
Click on Add Contact to upload a single contact.
  1. Enter the Details & Click on Submit
Fill out the contact details in the form, then click Submit. A new contact will be created in the platform.
  1. Upload Contacts in Bulk
Click on Bulk to import contacts using a CSV file.

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📞 Create Campaigns (5 Steps)

  1. Go to Campaigns Section
Navigate to the Campaigns section from the left-hand panel.
  1. Click on Create Campaign
Click the Create Campaign button to start setting up a new campaign.
  1. Enter the Details and Click on Add
  • Name your campaign (e.g., “Lead Qualification Campaign”)
  • Select the Voice Widget you want to use for calling
  • Set the start date, time zone, and daily calling hours
  • Choose the days of the week for the campaign to run
  • Click Add
  1. Select the Contacts and Click on Close
Choose the contacts you want to include in the campaign, then click Close.
  1. Enable and Monitor Your Campaign
Once your setup is complete:
  • Toggle to Enable the campaign.
  • It will run based on your defined schedule.
  • Track the status and performance of the campaign in the interface.

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📊 After Campaign

  1. Check the Conversations After Campaigns
You can:
  • Review conversations for a specific contact in the Contacts section, or
  • Track all conversations in the Engagement section from the left panel.