Run outbound SMS campaigns to re-engage leads

Send scheduled outbound SMS campaigns with AI agents handling replies automatically.

Campaigns let you send outbound SMS sequences to a list of contacts. When contacts reply, your AI agent handles the conversation automatically, or replies land in your Inbox for manual follow-up.

Creating a campaign

Navigate to Contacts in the sidebar, then select the Campaigns tab. Click Create Campaign.

1. Name your campaign

   Give it a descriptive name (e.g., “May Re-engagement — Cold Leads”).

2. Select contacts

   Choose a smart list, tag-based segment, or upload a CSV. Only contacts with valid phone numbers who have not opted out receive the campaign.

3. Write your message

   Compose your SMS. Use merge fields like {firstName}, {lastName}, {businessName}, or custom fields. Keep under 160 characters to avoid splitting.

4. Schedule the send

   Choose Immediately, a specific date/time, or staggered send to spread delivery.

5. Assign an AI agent (optional)

   Select an AI agent to handle replies automatically — booking appointments, answering questions, or qualifying leads.

6. Launch

   Review settings and click Start Campaign.

Campaign metrics

Each campaign row shows:

• Delivery rate — messages successfully delivered
• Reply rate — recipients who replied
• Opt-outs — contacts who replied STOP
• Appointments booked — bookings from this campaign

Compliance

If a contact replies STOP, they are immediately removed from all future campaigns. Do not send campaigns to contacts who have not opted in to receive SMS from your business.