Campaigns
Let the agent call a list of numbers on schedule, with retries, and log every call
A campaign is a batch of outbound AI calls: the agent dials your customer list with its own prompt, voice and phone number. Calls go out inside the windows you set, retry on no answer or busy, and every call lands in History with its transcript and recording.
Open it from the agent sidebar: Configure > Campaigns.
Before you start
- The agent has an enabled phone number attached — see Phone numbers. Without one the campaign pauses with a configuration error.
- The workspace has balance. Calls are billed as normal voice usage; when the balance runs out the campaign pauses and resumes after a top-up.
- You need write access to Calls to create and run campaigns.
Create a campaign
New campaign opens a three-step wizard.
1. Basics
| Field | What it does |
|---|---|
| Campaign name | At least 2 characters, e.g. "Spring reactivation" |
| Agent | Fixed to this agent — its prompt, voice and language do the calling |
| Lines | How many calls run at the same time, 1–100 (default 1 — numbers are dialled one after another). Capped by your plan; can be changed while the campaign runs |
2. Schedule
| Field | What it does |
|---|---|
| Time zone | The campaign's clock for windows and dates |
| Start date / End date | Optional. When the end date passes, the campaign finishes and everyone not yet reached is marked Not reached |
| Call windows | From–to times (new windows default to 09:00–18:00). Calls go out only inside them. No windows — calls go out at any time of day |
3. Retries & launch
| Field | What it does |
|---|---|
| Max attempts | 1–10 (default 3). After that the number is marked as not reached |
| Retry mode | Immediately, After N minutes (1–1440) or Next window |
| Retry when | No answer, Busy, Failed — all on by default |
Create campaign saves it as a Draft and opens Sources — where the numbers come from.
Add numbers
A campaign gets its numbers from one or more sources:
| Source | How it works |
|---|---|
| Pasted list | One number per line, or CSV with , or ;. The first column is the phone; other columns become call variables (named by the header row, otherwise var1…varN) that the agent can use in its prompt. Up to 10,000 numbers per upload; invalid numbers and duplicates are dropped |
| CRM selection | Conditions over KeyCRM, NetHunt or SalesDrive with a live preview. Runs right away, then on an interval or a schedule, skipping numbers called in the last N days |
| CRM event | Copy the webhook URL into your CRM; each event adds a number. Optional stage guard — call only at a given deal stage. Such a campaign never finishes on its own |
| Google Sheet | Share the sheet with the service-account email Happ shows, paste the link, pick the tab and the phone column, map other columns to prompt variables |
+380991234567
phone,name,city
+380991234568,Anna,KyivRun it
Nothing is dialled while the campaign is a Draft — press Start campaign.
| Status | Actions |
|---|---|
| Draft | Start campaign, Delete |
| Running | Pause, Cancel campaign |
| Paused | Resume, Cancel campaign |
| Finished / Cancelled | Delete |
- Pause stops new calls; calls already handed to the provider may still complete.
- Cancel cancels every waiting number and can't be undone.
- Settings can be edited only in Draft or Paused; Lines can also be changed while running (takes effect within about 20 seconds).
- Happ pauses a running campaign by itself on Insufficient balance or a Configuration error (no phone, phone disabled). Fix the cause and press Resume.
Results
- Overview — progress and counters: total, queued, dialling, reached, unreachable, cancelled.
- Contacts — every number with its status (Waiting, Dialing, Reached, Not reached, Cancelled), attempts used, last result and next attempt.
- Attempt history — click a number to see each attempt's result (Connected, No answer, Busy, Failed, Not dialed) and Open call for the transcript and recording.
Next
- Phone numbers — attach the number the agent calls from
- Voice — how the agent sounds and talks
- Analysis — grade the campaign's calls with a monitor
Help me solve it
Happ answers right away and hands over to a manager when needed.