Campaigns
Campaigns drive outbound activity at scale. Upload a contact list, pick a phone widget, schedule a start time, and Insighto dials each contact and runs the assistant against them. Use it for proactive outreach where a phone call still works best — appointment reminders that need confirmation, lead requalification, payment-due nudges, NPS surveys.
Only outbound voice campaigns are supported today. SMS campaigns and chat campaigns are not implemented. Drip / text follow-up has to be built via workflows or external tooling.
What you can do with it
- Lead requalification (B2B sales) — A SaaS company re-engages leads cold for six months. The assistant calls each, asks two qualification questions, books a meeting with sales if the answers fit. 10,000 contacts processed in a week, no SDR time.
- Appointment reminders (healthcare) — A multi-location clinic dials tomorrow's appointment list overnight. The assistant confirms, reschedules, or marks no-show — saving the front desk an hour of phone tag every morning.
- Payment-due nudges (fintech / lending) — A consumer-lending company calls borrowers two days before their due date. The assistant handles "can I pay later" by offering a one-time deferment, then logs the outcome.
What's allowed
A campaign uses one phone widget. Eligible widget types:
- phone (Twilio)
- plivo_call
- telnyx_call
- sip
You cannot run an outbound campaign on a chat / WhatsApp / SMS / Messenger widget.
How it works
Create a campaign
- Open Outreach → Campaigns → Create campaign.
- Give it a name.
- Pick the phone widget that'll do the dialing.
- Pick the contact list to call (or upload one).
- Pick a start time — must be at least 30 minutes from now. Insighto rejects schedules with less lead time so you have a chance to cancel typos.
- Set the concurrent calls pace — how many calls run in parallel. Capped by your plan's
concurrent_callscredit. - Save the campaign in not_started state.
- Flip the Enabled toggle when ready — that's what actually launches.
Statuses
| Status | What it means |
|---|---|
| not_started | Created but not yet enabled. |
| to_be_run | Enabled and queued; will start at the scheduled time. |
| in_progress | Dialer is currently running through the list. |
| paused | You hit pause. No new calls are placed; in-flight calls complete. |
| completed | All contacts have been dialed. |
| cancelled | You stopped it before completion. |
Pacing
The concurrent_calls setting controls throughput. With 5 concurrent calls and 2-minute average call length, you process ~150 contacts/hour. Bumping concurrency requires available concurrent_calls credit on your plan.
Where to next
- Phone widget — the widget that does the dialing.
- Contacts — build the call list.
- Conversations — every call lands here with transcript + recording.