- Any member can read the page, filter the calls, choose columns and use Download Excel.
- Only the account owner can use Edit, Send test call, Launch campaign, Pause, Resume, Pause again and Cancel. Other members see these greyed out with Only account owners can manage this: ask an owner of your team.
The summary
At the top: the campaign name, its status and ← All campaigns. The summary box shows what the campaign will use. Fields marked (phone) are not shown for a WhatsApp campaign.The buttons
Which buttons you see depends on the campaign’s status. While one action is running, all the buttons are disabled.Send test call
The confirmation reads: “This calls your configured test number(s): {numbers}: so you can hear the agent before launching live. It places a real call (standard charges apply) but does not touch your contact list.” A test call is checked against your store’s calling consent confirmation, your do-not-call list and opt-outs, this campaign’s calling hours and days, and your daily call limit. It is not checked for consent, because a test number is not one of your contacts: only use your own phones. A test call counts towards your daily call limit. You then see Test call placed to {count} number(s). or No test call was placed. with the reason, for example that a number is not in international format, is on the do-not-call or opt-out list, is outside the calling hours, that the daily limit is reached, or that your store has not confirmed its calling consent. Test calls are for phone campaigns only. To test a WhatsApp template, send it to one number from the WhatsApp send page.Launch campaign
For a phone campaign the confirmation reads: “This places real phone calls to your eligible contacts and will incur calling charges. We automatically skip anyone who is opted out, on a do-not-call list, without a lawful basis, or outside their local calling hours. This can’t be undone once calls start (you can cancel to stop remaining calls).” For a WhatsApp campaign: “This sends real WhatsApp messages (your approved re-engagement template) to your eligible contacts and will incur messaging charges. We automatically skip anyone who is opted out of WhatsApp, on a do-not-contact list, or without WhatsApp consent. Messages start sending immediately and can’t be recalled once sent.” Each person is called in their own time zone, so the contacts are grouped by time zone, and each group starts at its next allowed time (never before the schedule you set). A group whose time is more than an hour away waits, and is checked again, opt-outs included, about an hour before its calls. A launch can be refused, for example when your account is not active, when the agent has no outbound number, when the chosen number is no longer available, or, for WhatsApp, when no re-engagement template is enabled. The message tells you which.Pause and Resume
Pause and Resume are for phone campaigns only.- Pause: “No new calls will start. Calls already under way cannot be recalled. Everyone not yet called keeps their place, and retries wait until you resume.” The page then shows This campaign is paused. No new calls start. Everyone not yet called keeps their place, and Resume carries on inside each person’s calling hours and days.
- If you see Campaign paused, but {count} batch(es) could not be confirmed stopped and may still be calling. Press Pause again., press Pause again. If the message repeats, contact support.
- Resume: “Calling continues inside each person’s calling hours and days. Everyone is checked again for opt-outs, do-not-call and consent before they are called. Retries that came due while paused go out within about an hour.” Pressing Resume does not place a call by itself.
Cancel
The confirmation reads: “Any calls already placed can’t be recalled, but we’ll stop scheduled and in-progress batches and any retries, so no further contacts are dialed.” If the message says some batches could not be confirmed stopped, press Cancel again: the button stays available while any batch may still be calling. If the message repeats, contact support.The launch result
Right after a launch or a test call, a box under the summary tells you what happened. It is shown only until you reload the page.- Campaign launched with, for example, Dialing {count} contact(s). or {held} contact(s) are waiting for their calling time: each is checked again, including opt-outs, about an hour before the call.
- Launch complete: nobody was dialed (phone) or Send complete: nobody was messaged (WhatsApp), with We matched {count} contact(s), but none could be called right now.
- One line per reason people were left out, for example {count} skipped: opted out, {count} skipped: phone not in international format or {count} will be tried again by this campaign when they can next be called.
Campaign statuses
- A phone campaign stays Running while it still owes retries or booked call-backs, even after every first call is done. It also stays open for up to 20 minutes after a batch ends, while a call may still be under way.
- A WhatsApp campaign keeps showing Running after launch. Its messages are all queued at launch, but the status does not change to Completed on its own. To see what happened to each message, use the send log on WhatsApp.
Call batches
A phone campaign hands its calls to the voice provider in batches, one or more per time zone. Call batches lists them, newest first. Before launch: No batches yet. Batches appear here once the campaign is launched.WhatsApp after the call
Shown when the campaign has at least one WhatsApp follow-up switched on. After we spoke and We couldn’t reach you each read Off, or:- {count} sent
- {count} waiting (queued, or held until the calling hours open)
- {count} not sent: no WhatsApp permission
- {count} not sent: other reason (for example an opt-out, the do-not-contact list, the weekly limit, or a stopped campaign)
- {count} failed
Calls
For a phone campaign, Calls lists every call it placed, one row per call, newest first, 50 per page, with the number of calls recorded next to the heading.Searching and result chips
- Search a name or phone number, then Search: finds a contact name containing your text (any letter case), or a number containing the same digits (at least 3).
- Under the toolbar, each result that happened appears as a chip with its count, for example Spoke with the customer: 2. Click a chip to show only those calls; click it again to show them all. You can turn on several chips; a call matching any of them is shown.
- Extra chips when they apply: Call-backs requested: {n}, Called us back: {n} and Appointment booked:
{n} (only when your agent collects a yes/no field named
appointment_booked). - While a filter is on, a line shows each filter (click its × to remove it), {count} of {total} calls match, and Clear filters.
Columns of the calls table
Call results
Call-back states
A customer can ask for a call-back during a call when your agent has the call-back booking tool, which our team sets up. The Call-back requested by customer column shows:Add filter

Add filter: choose what to filter on, then the field, condition and value.
- Only the kinds this campaign has data for are offered; Attempt and Follow-ups are always there.
- Every filter must match at once. is ignores letter case; contains finds the text anywhere.
- Only one Attempt and one Follow-ups filter at a time: a new one replaces the old one.
- Up to 10 conditions of each kind, values up to 200 characters.
- If you see This filter could not be used. Clear it to see the calls., press Clear filters.
Call data

Call data: tick an item to add it as a column of the calls table.
Columns

Columns: show a contact's own details beside each call.
Download Excel
Download Excel (Preparing the file… while working) downloads the calls as an Excel file. Any member can use it.- It holds what the table currently shows: the active filter, or the whole campaign with no filter. All matching calls are included, whatever page you are on, newest first, up to 5,000. If more matched, you see The file holds the newest {count} of {total} matching calls. Narrow the filter to download the rest.
- The file is named after the campaign and the date, with one sheet named Calls. Times use the time zone of the browser that downloaded it.
- Columns, in order: When, Contact, each of your contact columns, Phone, Attempt, Was a requested call-back, Result, Length, Called us back at, Call-back requested by customer, Call-back agreed time, Summary, Title, How it ended, Language, Mood, Success score, then each collected detail (with its reason), each check (with its score and reason), and Tools used.
- If the download fails, you see The download failed. Please try again. (Nothing was changed.) and no file is saved.
Retries
When a call is not answered, the campaign calls the person again on its own, within the retry settings saved on the campaign (see Retries in the summary).- A call that connected ends that person’s calls: no retry. The exception is a call answered by voicemail, which is retried.
- Any other ended call (no answer, busy, failed, voicemail) is retried until Max attempts is reached.
- The next try is at least Hours between retries later, inside the campaign’s calling hours and days in the person’s own time zone, and never more than Max per day calls on one of their days.
- Every retry passes all the checks again when it is placed. If one fails for a temporary reason (for example the daily limit), the retry is tried again about an hour later, for up to about a day.
- A paused campaign keeps its retries waiting until Resume. A cancelled campaign never retries.
Common questions
I launched and nobody was called.
I launched and nobody was called.
It says Launched, but nobody's phone rang.
It says Launched, but nobody's phone rang.
Can I launch the same campaign again to reach the people it skipped?
Can I launch the same campaign again to reach the people it skipped?
Can I change a campaign after launching it?
Can I change a campaign after launching it?
Is Send test call free?
Is Send test call free?
I paused, but a call still came through.
I paused, but a call still came through.
A batch says Cancel failed.
A batch says Cancel failed.
Someone was called twice in an hour.
Someone was called twice in an hour.
What does Called us back mean?
What does Called us back mean?
Where is the recording?
Where is the recording?
Why doesn't my colleague see my Call data columns?
Why doesn't my colleague see my Call data columns?
The Excel file has fewer calls than the campaign.
The Excel file has fewer calls than the campaign.
My WhatsApp campaign still says Running.
My WhatsApp campaign still says Running.
Did the WhatsApp follow-up go out?
Did the WhatsApp follow-up go out?

