Prerequisites
Before launching a campaign you need three things in place:AI Agent
A configured agent with a system prompt, qualification stages, and optionally a knowledge base. Create one in the Bot page or via the Agent Config API.
Messaging Integration
At least one verified channel integration (WhatsApp Business API (Meta), Telegram bot, or Resend for email). Configure integrations in Settings > Integrations.
Leads
Leads in your account to reach out to. Import them via CSV, the Leads API, or a CRM sync webhook.
Step-by-step walkthrough
Rate limits and scheduling
Campaign execution respects the schedule configuration to avoid overwhelming recipients and messaging providers.The rate limit applies per campaign. If you have multiple campaigns running simultaneously, each one sends at its own rate. Plan accordingly to stay within your messaging provider’s throughput limits.
Checking available channels
Before creating a campaign, verify which channels your account has configured:["whatsapp", "email"]. Attempting to create a campaign on an unconfigured channel will result in a validation error.
Campaign lifecycle
A campaign moves through these statuses:Only draft campaigns can be edited or deleted. Once a campaign has been launched, create a new campaign if you need different settings.