Creating Campaigns

Campaign Configuration

Every campaign needs four key elements:

1. Name & Goal

Give your campaign a clear name and define what success looks like. The more specific your goal, the better your agent can optimize its approach.

Good: "Book 15 demos with Portland HVAC companies in Q1"

Too vague: "Get more customers"

2. Target Audience

Define who your agent should reach:

• Industry — The type of business (e.g., "Restaurants," "Law firms")
• Location — Geographic target area (e.g., "Portland, OR")
• Size (optional) — Business size criteria
• Additional Criteria — Any other qualifiers

3. Duration

Set how many days the campaign will run (1-90 days, default 30). Longer campaigns allow more follow-up rounds.

4. Daily Email Limit

Your plan determines your maximum daily email volume (Free: 5, Pro: 50, Ultra: 150). New campaigns automatically start with a 5-day warmup period, ramping up from your plan's starting volume to your full daily limit.

After Creation

Your agent receives the campaign details and begins:

1. Researching leads matching your criteria
2. Verifying email addresses
3. Drafting personalized outreach
4. Scheduling sends across the warmup period