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

# Campaign Management

> Monitor and manage live outbound campaigns with dashboards, contacts, settings, goals, analyses, and exports

export const Screenshot = ({lightSrc, darkSrc, alt, caption, maxWidth = "880px"}) => {
  return <div style={{
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    maxWidth,
    width: "100%"
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      <Frame>
        <img className="block dark:hidden" src={lightSrc} alt={alt} />
        <img className="hidden dark:block" src={darkSrc} alt={alt} />
      </Frame>
      {caption ? <p style={{
    marginTop: "0.5rem",
    fontSize: "0.875rem",
    color: "inherit",
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          {caption}
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};

Use this page after a campaign exists. It explains how to monitor performance, manage contacts, adjust settings, and review goals and analyses.

**Access:** Navigate to **Campaigns** in the main menu.

<Tip>
  For first-time campaign setup and launch steps, see [Campaign & Outbound Launch](/launch/campaign-outbound-launch).
</Tip>

<Screenshot lightSrc="/images/manage__campaign-list-light.png" darkSrc="/images/manage__campaign-list-dark.png" alt="Campaign list page showing campaigns with status badges, agent, phone numbers, business hours, and contact count" />

***

## Campaign List

The campaigns page displays all your campaigns in a table.

| Column            | Description                                                                           |
| ----------------- | ------------------------------------------------------------------------------------- |
| **Name**          | Campaign name — click to open the detail view                                         |
| **Status**        | Color-coded badge (see [statuses](#campaign-statuses)) with dropdown to change status |
| **Agent**         | Assigned agent with avatar                                                            |
| **Phone Numbers** | Outbound numbers assigned, with count when multiple                                   |
| **Schedule**      | Linked business-hours schedule with live open/closed status indicator                 |
| **Contacts**      | Total contacts in the campaign                                                        |
| **Start Date**    | When the campaign is scheduled to begin                                               |
| **Actions**       | Edit, Delete                                                                          |

Use the search bar to find campaigns by name, and sort by name, status, or date. You can select multiple campaigns for bulk actions.

***

## Campaign Statuses

| Status        | Color  | Description                                |
| ------------- | ------ | ------------------------------------------ |
| **Active**    | Teal   | Campaign is running and placing calls      |
| **Paused**    | Yellow | Temporarily stopped — can be resumed       |
| **Completed** | Blue   | All contacts processed or manually ended   |
| **Cancelled** | Red    | Cancelled; no further calls will be placed |

Change a campaign's status directly from the list page using the status dropdown, or from the campaign detail view.

***

## Campaign Detail

Once a campaign is created, the detail view contains four tabs:

| Tab           | Use it when you want to know\...                                            |
| ------------- | --------------------------------------------------------------------------- |
| **Dashboard** | Is the campaign healthy overall?                                            |
| **Contacts**  | Which people were reached, retried, completed, or missed?                   |
| **Settings**  | How is the campaign configured?                                             |
| **Analytics** | Are we measuring the right outcomes and extracting the right call insights? |

***

## Dashboard

The Dashboard shows aggregate campaign performance:

* quick stats: conversations, duration, answer rates, goal achievement
* contact status breakdown (pending, dialing, called, retry, completed, failed, no conversation)
* goal analysis breakdown
* answer-status rates (human, machine, no answer, rejection)
* human-answer heatmap by day and hour — useful for identifying better calling windows

Use toolbar refresh to fetch current data.

***

## Settings

The settings tab lets you control all campaign behavior. All fields from creation are editable, plus additional options.

### General

| Setting               | Description                                            |
| --------------------- | ------------------------------------------------------ |
| **Campaign Name**     | Descriptive name for internal use                      |
| **Agent**             | Assigned voice agent                                   |
| **Start Date & Time** | When calling begins (leave blank to start immediately) |
| **Business Hours**    | Linked schedule with live open/closed indicator        |
| **Notes**             | Free-text notes about the campaign                     |

### Phone Numbers

The settings tab shows a phone number management table. Add more numbers here when you want rotation across multiple outbound numbers.

| Column            | Description                                             |
| ----------------- | ------------------------------------------------------- |
| **Number**        | Phone number with friendly name                         |
| **Status**        | Active, Disabled, or Excluded                           |
| **Today's Calls** | Number of calls placed today                            |
| **Total Calls**   | Total calls placed since campaign start                 |
| **Spam Score**    | Current spam risk score (green 0–4, yellow 5–6, red 7+) |
| **Actions**       | Enable/disable number                                   |

The system automatically excludes numbers when their spam score reaches the configured threshold.

### Rotation Settings

Only visible when two or more phone numbers are assigned.

| Setting                          | Description                                                |
| -------------------------------- | ---------------------------------------------------------- |
| **Rotation Strategy**            | Round Robin, Lowest Spam, Least Used Today, or Weighted    |
| **Spam Threshold**               | Maximum spam score before auto-exclusion (1–9, default: 7) |
| **Max Calls Per Number Per Day** | Daily call limit per phone number (1–1,000, default: 100)  |

### Call Settings

| Setting                        | Description                                                                                                                                                               |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Call Interval**              | Time between calls (5s, 10s, 20s, 30s, 1min, 2min, 5min, 10min, 20min, 30min)                                                                                             |
| **Ring Timeout**               | How long to ring before giving up (10s, 15s, 20s, 25s, 30s, 45s, 60s)                                                                                                     |
| **AMD Mode**                   | Text-based or ML-based answering machine detection                                                                                                                        |
| **Max Retry Attempts**         | How many times to retry a contact (0–10, default: 2)                                                                                                                      |
| **Retry Interval**             | Time between retries (configurable in minutes, hours, or days)                                                                                                            |
| **Contact Completion Timeout** | How long to wait after a call before running analysis — gives the contact a window to call back before the outcome is finalized (configurable in minutes, hours, or days) |

***

## Contacts

The contacts tab manages who gets called in the campaign.

<Screenshot lightSrc="/images/manage__campaign-contacts-light.png" darkSrc="/images/manage__campaign-contacts-dark.png" alt="Campaign contacts tab showing contact list with status badges, priority, goal achievement, and bulk actions" />

### Contact Table

| Column            | Description                                                   |
| ----------------- | ------------------------------------------------------------- |
| **Name**          | Contact name with tags (shows up to 2, +N for more)           |
| **Phone Number**  | With country flag                                             |
| **Priority**      | High (red), Normal (gray), Low (blue)                         |
| **Status**        | Color-coded badge (see [contact statuses](#contact-statuses)) |
| **Primary Goal**  | Achievement indicator (checkmark or X)                        |
| **Goal Score**    | Ring progress showing 0–100% achievement                      |
| **Conversations** | Count and total duration                                      |
| **Last Called**   | Date and time of last call                                    |
| **Actions**       | View Analytics, Retry Contact                                 |

### Contact Statuses

| Status              | Color  | Description                                 |
| ------------------- | ------ | ------------------------------------------- |
| **Pending**         | Gray   | Queued and waiting to be dialed             |
| **Dialing**         | Yellow | Currently being called                      |
| **Called**          | Violet | Call placed, awaiting next step             |
| **Retry**           | Cyan   | Scheduled for another attempt               |
| **Completed**       | Green  | Successfully completed                      |
| **Failed**          | Red    | All attempts failed                         |
| **No Conversation** | Gray   | Call connected but no conversation occurred |

### Adding Contacts

Click **Add Contacts** to open a panel with two tabs:

* **Add from Existing** — Search and filter available contacts, add contacts individually, add selected contacts, or add all filtered contacts.
* **Import CSV** — Upload campaign contacts directly from a CSV file.

### Import and Export

* **CSV Import** — Drag and drop a CSV file (max 5 MB) to import contacts. The import runs in the background and shows progress.
* **Export** — Export campaign contacts with all metrics. Available formats: CSV (comma), CSV (semicolon), Excel (`.xlsx`), JSON (`.json`). Export history is accessible from the export panel.

***

## Goals

Define what the campaign should achieve for each contact.

* **Primary Goal** — One per campaign. The main success criterion (e.g., book an appointment, confirm attendance).
* **Secondary Goals** — Unlimited. Additional objectives tracked alongside the primary goal.

### Goal Results

Each goal is evaluated per contact based on all their conversations:

| Result                 | Description                            |
| ---------------------- | -------------------------------------- |
| **Achieved**           | Goal fully met                         |
| **Partially Achieved** | Goal partially met                     |
| **Not Achieved**       | Goal not met                           |
| **Unknown**            | System could not determine the outcome |

### Managing Goals

* Click **Add Goal** to create a new goal with a name, description, and primary/secondary designation
* **Edit** any goal's name, description, or type
* **Archive** goals you no longer need — archived goals are hidden but can be restored from the archive view

***

## Analyses

Define questions that are evaluated for each conversation in the campaign. Each analysis can be toggled active or inactive.

<Screenshot lightSrc="/images/manage__campaign-analytics-light.png" darkSrc="/images/manage__campaign-analytics-dark.png" alt="Campaign Analytics tab showing goals and active insight questions" />

### Question Types

| Type                | Description                                         |
| ------------------- | --------------------------------------------------- |
| **Yes/No**          | Binary yes/no question                              |
| **Single Choice**   | One answer from predefined options                  |
| **Multiple Choice** | One or more answers from predefined options         |
| **Open**            | Free-text response                                  |
| **Rating**          | Numeric rating scale                                |
| **Data Point**      | Extract a specific data point from the conversation |

### Managing Analyses

* Click **Add Analysis** to create a new question with name, description, and type
* **Toggle** analyses active or inactive
* **Archive** analyses you no longer need — restore from the archive view when needed

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Contact Management" icon="address-book" href="/manage/contacts/overview">
    Manage the contacts that feed into your campaigns
  </Card>

  <Card title="Schedules" icon="clock" href="/launch/schedules">
    Configure calling schedules for your campaigns
  </Card>

  <Card title="Outbound Compliance" icon="scale-balanced" href="/launch/outbound-compliance">
    Review consent and calling-window guidance
  </Card>

  <Card title="Conversations" icon="messages" href="/manage/conversations/overview">
    Inspect the calls generated by campaigns
  </Card>
</CardGroup>