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.