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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.

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Campaign Types

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

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

Multi-Modal Campaign

Voice + messaging capabilities
  • Pre-call SMS notifications
  • Voice calls with AI assistant
  • Post-call follow-up messages
  • Complex communication workflows

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Key Differences

Understanding when to use each campaign type:

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Single-Modal Campaigns

Best for:

  • Simple appointment reminders
  • Quick surveys or data collection
  • Direct customer service calls
  • Voice-only interactions
  • Streamlined workflows
Features:
  • ✅ Voice calls with AI assistant
  • ✅ Real-time call monitoring
  • ✅ Webhook integrations
  • ✅ Call outcome tracking
  • ❌ No SMS messaging
  • ❌ No pre/post-call notifications

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Multi-Modal Campaigns

Best for:

  • Complex customer journeys
  • Appointment confirmations with reminders
  • Follow-up sequences
  • Mixed communication preferences
  • Enhanced engagement workflows
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

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Campaign Features

All campaigns include these core capabilities:
  • Choose from your configured AI assistants
  • Customize conversation flows and responses
  • Dynamic variable support in conversations
  • Real-time conversation handling
  • Bulk contact upload via CSV
  • Dynamic variable support
  • Contact validation and processing
  • Real-time contact status tracking
  • Flexible date and time scheduling
  • Time zone support
  • Start and end time configuration
  • Parallel call management
  • Real-time campaign status
  • Individual call tracking
  • Success and failure metrics
  • Campaign performance reports
  • Real-time status updates
  • Call completion notifications
  • Campaign report webhooks
  • Custom header support

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Getting Started

1

Choose Campaign Type

Decide between single-modal (voice only) or multi-modal (voice + messaging) based on your communication needs.
2

Create Your Campaign

Navigate to the dashboard, select the Campaigns tab, and click New Campaign.
3

Configure Settings

Set up your campaign with assistant selection, timing, and notification preferences.
4

Upload Contacts

Add your contact list with the required fields for your campaign type.
5

Launch & Monitor

Launch your campaign and monitor progress through the dashboard and webhooks.

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API Integration

Programmatic Campaign Management

All campaign features available in the dashboard can also be accessed programmatically via our API.
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

Create Campaigns API

POST /api/campaigns
Create and configure campaigns programmatically with full feature parity to the dashboard

Campaign Management APIs

Complete Details API
Access, monitor, and control campaigns via dedicated endpoints
Perfect for integrating campaign creation into your existing workflows, CRM systems, or automated processes.

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Campaign Workflow

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

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Decision Guide

Use Single-Modal When:

  • Only need voice interactions
  • Simple, direct communication
  • Quick surveys or confirmations
  • Streamlined workflow preferred
  • No messaging requirements
  • Cost-effective solution needed

Use Multi-Modal When:

  • Need pre-call notifications
  • Require follow-up messaging
  • Complex communication flows
  • Want to maximize engagement
  • Mixed communication preferences
  • Enhanced tracking needed
Choose your campaign type carefully. While you can clone and modify campaigns, switching between single-modal and multi-modal requires creating a new campaign.

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Campaign Execution & Management

Interactly’s robust campaign execution system ensures reliable, scalable, and trackable campaign delivery with enterprise-grade performance and monitoring capabilities.
Intelligent call concurrency handling ensures optimal performance:

System-Managed Concurrency

  • Automatic load balancing across available resources
  • Smart queue management prevents system overload
  • Resource optimization for maximum efficiency
  • Dynamic scaling based on campaign size

Configurable Limits

  • Organization limits set by Interactly team
  • Campaign-specific limits within org constraints
  • Real-time monitoring of active calls
  • Queue depth tracking for performance insights
Your concurrent call limits are visible in My Organization → License. Set campaign limits within your org capacity for optimal performance.
Every campaign call is processed to completion:
1

Systematic Processing

All uploaded contacts are validated and queued for processing with guaranteed execution
2

Retry Mechanisms

  • Automatic retries for temporary technical failures
  • Intelligent backoff to handle busy networks
  • Error classification to determine retry eligibility
3

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

Completion States

✅ Successfully completed - Call connected and finished
✅ Failed with reason - Unable to connect with clear error
✅ Technical error - System issue documented for analysis
Campaigns execute exactly when and how you specify:

Date & Time Precision

  • 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

Scheduling Intelligence

  • 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
Campaign timing is strictly enforced. Calls will not be initiated after the specified end time, even if queued contacts remain.
Comprehensive reporting delivered automatically upon completion:

Webhook Integration

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

Email Notifications

Automatic email reports:
  • Campaign launch confirmations
  • Progress milestone updates
  • Completion summaries with key metrics
  • Error alerts for immediate attention
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
Complete visibility into campaign execution:
1

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
2

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
3

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

Dashboard Features

📊 Real-time metrics and performance graphs
🔍 Drill-down capabilities for detailed analysis
🎛️ Campaign controls for immediate action
📈 Historical tracking for trend analysis
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.

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Next Steps

Ready to create your first campaign? Choose your approach:

Single-Modal Campaign

Start with voice-only campaigns for straightforward communication needs

Multi-Modal Campaign

Create comprehensive campaigns with voice and messaging capabilities

Campaign APIs

Integrate campaign creation and management into your applications

Campaign Action APIs

Control running campaigns programmatically (pause, resume, stop)