Creating Campaigns

Choose between two creation modes based on your experience level and workflow preferences.

Prerequisites

Before creating a campaign, ensure you have:

• Email Account - Connected email account for sending campaigns (required)
• Leads - Imported leads organized into datasets
• AI Agent - At least one active AI agent
• Knowledge Base - (Optional) Product information and sales materials

Choose Your Mode

Navigate to Campaigns → Create Campaign (or go to /campaigns/new).

Expert Mode

Best for: Experienced users who want full control over every campaign setting.

Expert Mode provides a step-by-step wizard where you manually configure all aspects of your campaign.

Step 1: Basic Information

Enter campaign name and description to identify your campaign.

Step 2: Select Resources

Choose the resources your campaign will use:

• Lead Datasets - Select contacts to receive emails
• Knowledge Bases - Business context for AI personalization
• Email Account - Account to send emails from
• AI Agent - Agent to handle email generation and responses

Step 3: Email Configuration

Configure your email strategy:

• AI Instructions - Tone, style, key points, objection handling
• Subject Templates - Up to 5 variations for A/B testing
• Email Templates - Cold email, follow-up, and closing templates
• Sending Schedule - Time windows, batch sizes, warm-up settings

Step 4: Review & Create

Review all settings and create your campaign in Draft status.

Beginner Mode (AI-Assisted)

Best for: New users or when you want AI to handle the configuration automatically.

Beginner Mode uses a team of AI agents to automatically create a campaign based on your natural language request. Simply describe what you want to achieve, and AI handles everything else.

How It Works

The AI team performs these steps automatically:

1. Analyze Request - Understand your campaign goals and requirements
2. Process Data - Handle any uploaded files (leads and knowledge)
3. Select Resources - Choose appropriate datasets and agents
4. Generate Configuration - Create optimized email templates and settings
5. Preview & Confirm - Review the generated campaign before saving

Using Mentions

You can reference existing resources in your request using special mention triggers:

When you type a trigger, a dropdown appears with available options to select from.

Step-by-Step Guide

1. Select Email Account

Choose which email account will send the campaign emails.

2. Describe Your Campaign

Enter your campaign idea in natural language. Be specific about:

• Target audience - Who you want to reach
• Product/Service - What you're promoting
• Goals - What outcome you want
• Resources - Optionally mention specific datasets or agents

Example prompts:

I want to create a campaign selling robots to customers @Tech Companies
assigned to agent /Sales Bot using knowledge base #Product Specs

Create an outreach campaign for our new SaaS product targeting
enterprise CTOs. Use formal tone and emphasize ROI.

3. Upload Files (Optional)

You can upload files directly instead of using existing datasets:

• Lead Files - CSV, Excel, PDF, Word, or images containing contact information
• Knowledge Files - Any documents with business context (product info, case studies, etc.)

The AI will automatically process these files and extract relevant information.

4. Generate Campaign

Click Create Campaign with AI to start the generation process.

5. Review & Approve

The AI generates a complete campaign configuration for your review:

• Campaign name and description
• Email templates (cold, follow-up, closing)
• Subject line variations
• AI instructions
• Sending schedule

You can edit any settings before approving.

Click Approve & Create to save the campaign, or Regenerate to try again with different parameters.

After Creation

Both modes create campaigns in Draft status. Before starting:

1. Review all settings in the campaign detail page
2. Verify lead assignments in the Leads tab
3. Test email templates if needed
4. Change status to Ready, then Start Campaign

Related Guides

• Your First Campaign - Complete Expert Mode tutorial
• Campaign Status - Understanding campaign lifecycle