> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interactly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaigns

> Learn about campaign features, types, and choose between single-modal voice-only campaigns and multi-modal campaigns with messaging

# About

Campaigns enable you to automate phone calls and messaging to multiple contacts efficiently. Whether you need simple voice-only outreach or complex multi-step communication workflows, Interactly provides the flexibility to meet your needs.

## Campaign Types

Interactly offers two types of campaigns, each designed for different communication requirements:

<CardGroup cols={2}>
  <Card title="Single-Modal Campaign" icon="phone" href="/campaigns/single-modal-campaign">
    **Voice interactions only**

    * Direct phone calls to contacts
    * Voice-based conversations with AI assistant
    * Simple, streamlined setup
    * Perfect for quick outreach and surveys
  </Card>

  <Card title="Multi-Modal Campaign" icon="message" href="/campaigns/multi-modal-campaign">
    **Voice + messaging capabilities**

    * Pre-call SMS notifications
    * Voice calls with AI assistant
    * Post-call follow-up messages
    * Complex communication workflows
  </Card>
</CardGroup>

## Key Differences

Understanding when to use each campaign type:

### Single-Modal Campaigns

<Card title="Best for:" icon="check">
  * Simple appointment reminders
  * Quick surveys or data collection
  * Direct customer service calls
  * Voice-only interactions
  * Streamlined workflows
</Card>

**Features:**

* ✅ Voice calls with AI assistant
* ✅ Real-time call monitoring
* ✅ Webhook integrations
* ✅ Call outcome tracking
* ❌ No SMS messaging
* ❌ No pre/post-call notifications

### Multi-Modal Campaigns

<Card title="Best for:" icon="message">
  * Complex customer journeys
  * Appointment confirmations with reminders
  * Follow-up sequences
  * Mixed communication preferences
  * Enhanced engagement workflows
</Card>

**Features:**

* ✅ Everything from single-modal campaigns
* ✅ Pre-call SMS notifications
* ✅ Post-call follow-up messages
* ✅ Multiple outcome-based messaging
* ✅ Call status-specific notifications
* ✅ Advanced workflow management

## Campaign Features

All campaigns include these core capabilities:

<AccordionGroup>
  <Accordion title="AI Assistant Integration">
    * Choose from your configured AI assistants
    * Customize conversation flows and responses
    * Dynamic variable support in conversations
    * Real-time conversation handling
  </Accordion>

  <Accordion title="Contact Management">
    * Bulk contact upload via CSV
    * Dynamic variable support
    * Contact validation and processing
    * Real-time contact status tracking
  </Accordion>

  <Accordion title="Scheduling & Timing">
    * Flexible date and time scheduling
    * Time zone support
    * Start and end time configuration
    * Parallel call management
  </Accordion>

  <Accordion title="Monitoring & Analytics">
    * Real-time campaign status
    * Individual call tracking
    * Success and failure metrics
    * Campaign performance reports
  </Accordion>

  <Accordion title="Webhook Integration">
    * Real-time status updates
    * Call completion notifications
    * Campaign report webhooks
    * Custom header support
  </Accordion>
</AccordionGroup>

## Getting Started

<Steps>
  <Step title="Choose Campaign Type">
    Decide between single-modal (voice only) or multi-modal (voice + messaging) based on your communication needs.
  </Step>

  <Step title="Create Your Campaign">
    Navigate to the dashboard, select the **Campaigns** tab, and click **New Campaign**.
  </Step>

  <Step title="Configure Settings">
    Set up your campaign with assistant selection, timing, and notification preferences.
  </Step>

  <Step title="Upload Contacts">
    Add your contact list with the required fields for your campaign type.
  </Step>

  <Step title="Launch & Monitor">
    Launch your campaign and monitor progress through the dashboard and webhooks.
  </Step>
</Steps>

## API Integration

<Card title="Programmatic Campaign Management" icon="code">
  All campaign features available in the dashboard can also be accessed programmatically via our API.
</Card>

**Available via API:**

* ✅ Campaign creation and configuration
* ✅ Contact management and bulk uploads
* ✅ Campaign scheduling and timing control
* ✅ Real-time status monitoring
* ✅ Campaign control operations (pause, resume, stop)
* ✅ Reporting and analytics data

<CardGroup cols={2}>
  <Card title="Create Campaigns API" icon="rocket" href="/api-reference/campaigns/campaigns/create-campaigns">
    **POST /api/campaigns**\
    Create and configure campaigns programmatically with full feature parity to the dashboard
  </Card>

  <Card title="Campaign Management APIs" icon="settings" href="/api-reference/campaigns/campaigns/get-campaign-by-id">
    **Complete Details API**\
    Access, monitor, and control campaigns via dedicated endpoints
  </Card>
</CardGroup>

<Info>
  Perfect for integrating campaign creation into your existing workflows, CRM systems, or automated processes.
</Info>

## Campaign Workflow

<Tip>
  All campaigns follow a similar workflow pattern, with multi-modal campaigns adding messaging steps.
</Tip>

```mermaid theme={null}
graph TD
    A[Create Campaign] --> B[Configure Settings]
    B --> C[Upload Contacts]
    C --> D{Campaign Type?}
    D -->|Single-Modal| E[Voice Calls Only]
    D -->|Multi-Modal| F[Pre-call SMS]
    F --> G[Voice Calls]
    G --> H[Post-call Messages]
    E --> I[Monitor & Analyze]
    H --> I[Monitor & Analyze]
```

## Decision Guide

<CardGroup cols={2}>
  <Card title="Use Single-Modal When:" icon="phone">
    * Only need voice interactions
    * Simple, direct communication
    * Quick surveys or confirmations
    * Streamlined workflow preferred
    * No messaging requirements
    * Cost-effective solution needed
  </Card>

  <Card title="Use Multi-Modal When:" icon="message">
    * Need pre-call notifications
    * Require follow-up messaging
    * Complex communication flows
    * Want to maximize engagement
    * Mixed communication preferences
    * Enhanced tracking needed
  </Card>
</CardGroup>

<Warning>
  Choose your campaign type carefully. While you can clone and modify campaigns, switching between single-modal and multi-modal requires creating a new campaign.
</Warning>

## Campaign Execution & Management

Interactly's robust campaign execution system ensures reliable, scalable, and trackable campaign delivery with enterprise-grade performance and monitoring capabilities.

<AccordionGroup>
  <Accordion title="Concurrent Call Management" icon="phone-multiple">
    **Intelligent call concurrency handling ensures optimal performance:**

    <CardGroup cols={2}>
      <Card title="System-Managed Concurrency" icon="settings">
        * **Automatic load balancing** across available resources
        * **Smart queue management** prevents system overload
        * **Resource optimization** for maximum efficiency
        * **Dynamic scaling** based on campaign size
      </Card>

      <Card title="Configurable Limits" icon="sliders">
        * **Organization limits** set by Interactly team
        * **Campaign-specific limits** within org constraints
        * **Real-time monitoring** of active calls
        * **Queue depth tracking** for performance insights
      </Card>
    </CardGroup>

    <Info>
      Your concurrent call limits are visible in **My Organization → License**. Set campaign limits within your org capacity for optimal performance.
    </Info>
  </Accordion>

  <Accordion title="Campaign Completion Guarantee" icon="check-shield">
    **Every campaign call is processed to completion:**

    <Steps>
      <Step title="Systematic Processing">
        All uploaded contacts are validated and queued for processing with guaranteed execution
      </Step>

      <Step title="Retry Mechanisms">
        * **Automatic retries** for temporary technical failures
        * **Intelligent backoff** to handle busy networks
        * **Error classification** to determine retry eligibility
      </Step>

      <Step title="Completion Tracking">
        * **Real-time status updates** for each contact
        * **Final state guarantee** (completed, failed, or error)
        * **No abandoned calls** - every contact reaches a final state
      </Step>
    </Steps>

    <Card title="Completion States" icon="list-check">
      ✅ **Successfully completed** - Call connected and finished\
      ✅ **Failed with reason** - Unable to connect with clear error\
      ✅ **Technical error** - System issue documented for analysis
    </Card>
  </Accordion>

  <Accordion title="Precise Timing Control" icon="clock-shield">
    **Campaigns execute exactly when and how you specify:**

    <CardGroup cols={2}>
      <Card title="Date & Time Precision" icon="calendar-check">
        * **Exact start time** execution down to the minute
        * **Time zone awareness** for global campaigns
        * **End time enforcement** - no calls after specified time
        * **Business hours respect** for compliance
      </Card>

      <Card title="Scheduling Intelligence" icon="brain">
        * **Pre-call SMS timing** integration for multi-modal
        * **Queue management** ensures on-time delivery
        * **Resource allocation** prevents timing conflicts
        * **Automatic adjustments** for optimal contact times
      </Card>
    </CardGroup>

    <Warning>
      Campaign timing is strictly enforced. Calls will not be initiated after the specified end time, even if queued contacts remain.
    </Warning>
  </Accordion>

  <Accordion title="Automated Reporting & Notifications" icon="chart-bar-shield">
    **Comprehensive reporting delivered automatically upon completion:**

    <CardGroup cols={2}>
      <Card title="Webhook Integration" icon="webhook">
        **Real-time updates via webhooks:**

        * **Call status events** for individual call tracking
        * **Campaign completion reports** with full summary
        * **Custom headers** for authentication and routing
        * **Retry logic** ensures delivery reliability
      </Card>

      <Card title="Email Notifications" icon="mail">
        **Automatic email reports:**

        * **Campaign launch confirmations**
        * **Progress milestone updates**
        * **Completion summaries** with key metrics
        * **Error alerts** for immediate attention
      </Card>
    </CardGroup>

    <Accordion title="Report Content Details">
      **Campaign completion reports include:**

      * Total contacts processed
      * Successful call completions
      * Failed attempts with reasons
      * Average call duration and outcomes
      * Performance metrics and insights
      * Detailed logs for compliance and analysis
    </Accordion>
  </Accordion>

  <Accordion title="Real-Time Dashboard Monitoring" icon="monitor-dashboard">
    **Complete visibility into campaign execution:**

    <Steps>
      <Step title="Live Campaign Status">
        **Monitor campaign progress in real-time:**

        * **Overall campaign state** (Processing, Paused, Completed)
        * **Active call count** and queue depth
        * **Completion percentage** with visual progress bars
        * **Performance metrics** updated continuously
      </Step>

      <Step title="Individual Call Tracking">
        **Detailed call-level monitoring:**

        * **Call status progression** (Queued → Ringing → Processing → Complete)
        * **Outcome tracking** with detailed results
        * **Error logging** for failed attempts
        * **Conversation summaries** and collected data
      </Step>

      <Step title="Interactive Controls">
        **Manage running campaigns:**

        * **Pause/Resume** campaigns during execution
        * **Stop campaigns** early if needed
        * **Add contacts** to running campaigns
        * **Monitor resource usage** and performance
      </Step>
    </Steps>

    <Card title="Dashboard Features" icon="eye">
      📊 **Real-time metrics** and performance graphs\
      🔍 **Drill-down capabilities** for detailed analysis\
      🎛️ **Campaign controls** for immediate action\
      📈 **Historical tracking** for trend analysis
    </Card>
  </Accordion>
</AccordionGroup>

<Tip>
  **Best Practice**: Set up both webhook endpoints and email notifications for comprehensive campaign monitoring. Use webhooks for real-time integrations and email for human oversight.
</Tip>

## Next Steps

Ready to create your first campaign? Choose your approach:

<CardGroup cols={2}>
  <Card title="Single-Modal Campaign" icon="phone" href="/campaigns/single-modal-campaign">
    Start with voice-only campaigns for straightforward communication needs
  </Card>

  <Card title="Multi-Modal Campaign" icon="message" href="/campaigns/multi-modal-campaign">
    Create comprehensive campaigns with voice and messaging capabilities
  </Card>

  <Card title="Campaign APIs" icon="code" href="/api-reference/campaigns/campaigns/create-campaigns">
    Integrate campaign creation and management into your applications
  </Card>

  <Card title="Campaign Action APIs" icon="code" href="/api-reference/campaigns/campaigns/action-campaign-by-id">
    Control running campaigns programmatically (pause, resume, stop)
  </Card>
</CardGroup>