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Open Campaigns

Select Campaigns in the Partner Portal sidebar. The overview groups campaigns by status and gives you quick access to the Do-Not-Call list. Campaigns overview with status filters, Do-Not-Call List, and New Campaign actions

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Create a campaign

  1. Select New Campaign.
  2. Choose the customer who will use the campaign.
  3. Enter a clear campaign name.
  4. Follow the remaining steps to choose an AI agent, add prospects, select calling options, and review the campaign.
  5. Save the campaign.
The new campaign starts as a draft. Open it from the campaign list when you are ready to review or start it.

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Manage campaigns

Use the status filters to find campaigns that are Draft, Scheduled, Running, Paused, Completed, or Cancelled. Open a campaign to review its prospects, calls, and current settings. Available actions depend on the campaign’s status. Follow the actions shown on the campaign page to start, pause, resume, or cancel it.

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Manage your Do-Not-Call list

Select Do-Not-Call List from the Campaigns page to manage numbers that should not receive campaign calls. Review this list before starting a campaign and follow the upload guidance shown in the portal.