Create a campaign
Call a whole audience on a schedule — set it up in Intrlume, manage it live, and track every outcome.
A campaign calls a list of contacts with one agent, on a schedule you set, and automatically retries over several rounds. Set one up in the dashboard, or launch it from your CRM.
Before you start
You'll need:
- An audience — your contact list. See Audiences below.
- An agent to make the calls.
- A phone number — campaigns are outbound, so they need a provisioned number and a plan beyond the free trial. Email admin@intrlume.tech to have one added.
Create a campaign
Go to Campaigns → New. The builder has three steps.
1. Campaign basics
- Campaign Name — a label for the run.
- Audience — select one or more audience lists; every lead in them will be called.
- AI Agent — the agent that makes the calls.
2. Campaign duration
- Start Date and End Date — calls only run within this window.
3. Calling schedule & repeat calls
- Timezone — the schedule below is read in this timezone.
- Time windows — pick the days and start/end times calls may run. Add more than one with Add Time Slot (e.g. weekday mornings plus Saturday afternoons).
- How often to repeat — after every lead has been called, wait this many days, then call again ("Call leads every N days").
- On repeat days, who to call —
- Everyone — call all leads again.
- Only leads who didn't pick up — skip anyone who already answered and talked (10+ seconds).
Manage a running campaign
A campaign starts as a draft. From the campaign page, the actions available depend on its status:
| Status | What you can do |
|---|---|
| Draft | Start the campaign |
| Active | Pause, or End |
| Paused | Resume, or End |
| Completed | Re-run with a new end date, audiences, and schedule |
Pause stops dialing but keeps the campaign's progress; Resume picks up where it left off. End stops everything — running calls included — and closes the campaign. Outside your calling window the campaign pauses on its own and resumes in the next slot.
Track outcomes
Open a campaign for two tabs: Campaign Details and Lead Activity.
Campaign Details shows:
- Schedule — start/end dates, timezone, repeat frequency, retry mode, and the calling-hour windows.
- Call Progress — live counts: Leads, Total Calls, Completed, No Answer, Failed, Pending, and average duration — plus a progress bar, the number of rounds, and the next round time.
- Round Stats — a per-round breakdown (total / completed / no-answer / failed / pending, and how long each round took).
Per-contact activity
The Lead Activity tab lists every contact with its latest disposition, duration, and call summary, and a link into the full call log. For a lead called over several rounds, expand the row to see its round history. Use the exclude toggle to drop a contact from future rounds (toggle it back to include them again). Filter by disposition or duration.
Audiences
An audience is the list of contacts a campaign calls. Build one once and reuse it across campaigns.
To create one, go to Audiences → New:
- Give it a name (and an optional description).
- Upload a CSV of contacts — Intrlume maps the columns (phone, name, and so on) and standardizes phone numbers. You can also add contacts manually.
- Any extra CSV columns become custom fields your agent can use on the call — a name, an account number, an amount due — referenced in prompts as
{cust_field}.
Clean phone numbers and clear column headers import best; duplicates are flagged during upload.
Campaigns in your CRM
You can launch a campaign without leaving your CRM. In a list view in Zoho, Freshworks, or Bigin, select the contacts, pick an agent and a schedule, and Intrlume runs the same paced campaign over them. Each result — disposition, summary, and recording — is written back to the matching record, so your CRM stays the source of truth.