Creating a Campaign

Creating a Campaign A campaign is how the platform organizes your messaging. Think of it as a project that brings together your AI bot, your contacts, and your messages under one roof. Every message in the app — whether it is an automatic reply to a customer question, a promotional broadcast, or a keyword-triggered deal — belongs to a campaign. This guide walks you through creating a campaign, choosing the right type, and configuring each setting in v2. Not sure a full campaign is what you need? If all you want is a one-off or occasional send to a contact list, a Broadcast paired with an AI Agent is usually faster to set up and easier to reuse — see When to Use a Campaign vs. a Broadcast below. New setups now start as an AI Agent, not a new campaign. The Campaigns page no longer has a way to start a brand-new classic campaign from scratch — see Creating a New Campaign below for what the button does today. Every existing campaign, though, stays exactly as it was: fully editable, launchable, and configured the way the rest of this guide describes. If you're setting up messaging for the first time, start with AI Agents → Creating an Agent instead. Where to Find Campaigns In the main menu down the left side of the screen, under Engage , click Campaigns . (On a phone the menu is hidden — tap the menu icon ☰ in the top corner first, then tap Campaigns .) The Campaigns page: totals at the top, channel routing beneath it, then your full campaign list. Five stat cards summarize your a