Alongside inbound calls, over.ai offers the ability to launch outbound campaigns using any agent. Launching an outbound campaign is a great way to collect data from your clients, perform a survey, approving appointments and send reminders to a large base of targets. You can learn more about outbound campaigns here.
The campaigns dashboard will display the status of all previous campaigns launched under your account, and provide easy access to data and results.
To launch a new campaign, click on the “Create new campaign” button located on the top right side of the screen.
Give your campaign a unique name that will help you track its performance.
Each campaign you run can operate one agent. Choose the right agent for your campaign from the list of agents under your account.
Define the number of times you’d like your agent to call your clients in case there is no answer on the recipient side. Once a client answered a call, your agent will not call the client again. You can also set the amount of time between attempts by choosing days, hours and minutes respectively. Keep in mind that attempts will continue until the virtual agent has successfully interacted with the client, disregarding the actual time of the call.
To launch a campaign, you’ll need to upload a CSV file with the recipients’ phone numbers so the virtual agent will know where to call. You can also include additional information like mask phone number and different parameters. You can download the template CSV file, edit it and re-upload once all the information is there.
Mandatory field. There are various formats you can use to list a phone number, including brackets (111)123234, spaces 111 123 234, with or without country codes or with a zero (0) at the beginning of the number. It will work with a “+” sign and without.
Mandatory field. At default, when a recipient receives a call from your agent, the number they’ll see on their screens will be the direct agent number. You can replace this number by filling your business number under this column so it will be easier for users to identify the origin of the call or get back to that number.
A good practice will be to create 2 different agents with the same purpose, but with slightly different creatives for inbound and outbound calls. This way, you can set the inbound agent’s number as the masked phone number for the outbound campaign.
Optional field. You can inject different parameter values directly from the CSV file. Parameters can be used to address the recipient by name, give them a unique ID number and even present personal data like appointment time and date.
To use the parameters, you’ll need your virtual agent to support them by creating them under the exact name in over.ai’s developers platform, leaving their values empty. You can learn more about parameters and how to use them here. You can use as many parameters as you wish, as long they correspond with actual parameters in the agent.
Set a time frame for your campaign to run. No calls will be executed outside this timeframe, even if the virtual agent wasn’t able to reach its entire target crowd. The time frame should be at least 10 minutes long, regardless of the number of recipients.