Create a campaign
Point one agent at a list of people and let Intrlume dial, pace, retry, and report back.
A campaign is outbound calling to a list you choose. You pick who to call and which agent calls them; Intrlume handles the dialling, the pacing, and the retries.
Open Campaigns.
Campaigns are for lists you bring. For calling people the moment they enquire, use Sources instead — no list, no schedule.
Build an audience
An audience is the list of people to call. Click Audiences → New audience.
Give it a name and a short description of what the list is for, then add people either by uploading a CSV or by entering them by hand with a name and a phone number including country code.
Extra columns in your CSV become customer variables your agent can use on the call — a course name, an appointment time, an order number. Match them up on the agent's Context tab.
Create the campaign
Click New campaign and fill in three things:
Campaign name
What you're calling about. This is how you'll find it later.
Who to call
Pick an audience.
Agent
Pick the agent that makes the calls.
Then set when it runs — a Run until date, or a Start date and End date.
A new campaign is created as a draft. Nothing is dialled until you start it.
Start, pause, or end
Open the campaign and use the controls in its header:
| Control | What it does |
|---|---|
| Start | Begins a draft campaign |
| Pause | Stops dialling; the campaign keeps its place |
| Resume | Picks a paused campaign back up |
| End | Finishes the campaign for good |
| Rerun | Runs the same audience and agent again as a new campaign |
Statuses
Filter the list by All, Live, Scheduled, or Completed.
| Status | Meaning |
|---|---|
| Draft | Created, never started |
| Live | Dialling now |
| Scheduled | Waiting for its start date |
| Paused | Stopped part-way, can be resumed |
| Completed | Finished |
Track it
An open campaign has two tabs:
- Campaign details — progress, Call status at a glance, Next round, no-answer counts, and run time.
- Lead activity — every lead in the campaign and what happened to them. It fills in once the campaign starts.
Every call a campaign makes also appears in Conversations, filterable by Source → Campaign.