Campaign Statuses
Draft
A campaign starts in Draft status as soon as you begin creating it. Draft campaigns are saved but have not been published yet — no calls are being made. While a campaign is in Draft status, you can:- Test it by running a test call to your own phone
- Edit the campaign settings, contacts, and assistant
- Publish it to begin calling contacts
- Delete it if you no longer need it
Scheduled
When you publish a campaign with a future start date, it moves to Scheduled status. The campaign is configured and ready to go, but calls have not started yet. They will begin automatically at the scheduled date and time. Scheduled campaigns appear under the Scheduled tab on the Campaigns page.Active
An Active campaign is currently making calls to your contacts. Your AI assistant is calling people from your contact list, handling conversations, and recording results. While a campaign is active, you can see:- A progress bar showing how many contacts have been called
- The number of calls in progress
- Any failed calls
Paused
A Paused campaign has been temporarily stopped. No new calls are being placed, but the campaign is not finished. Contacts who have not been called yet remain in the queue. You can resume a paused campaign to continue calling the remaining contacts.Completed (Sent)
When all contacts in a campaign have been called, the campaign automatically moves to Completed status. In the campaigns list, completed campaigns are labeled as Sent. Completed campaigns show final results including total calls made, success rate, and any failures. You can duplicate a completed campaign to run a similar one with the same settings.Cancelled
A Cancelled campaign was permanently stopped before all contacts were called. Unlike pausing, cancelling cannot be undone. Any contacts who were not yet called will not receive calls. Cancelled campaigns can be duplicated to create a new campaign with the same configuration.How Campaigns Move Between Statuses
Here is the typical flow:Inactive vs. Paused
When creating a campaign, there is a Campaign Active toggle. If you turn this off, the campaign is saved as an inactive draft. This is different from pausing:- Inactive means the campaign was never activated. It stays in Draft status.
- Paused means the campaign was running and was temporarily stopped.
Viewing Campaign Statuses
Status Tabs
The Campaigns page has tabs at the top to filter by status:- All — Every campaign regardless of status
- Draft — Campaigns not yet published
- Scheduled — Campaigns waiting for their start time
- Active — Currently running campaigns
- Sent — Completed campaigns
Status Badges
Each campaign displays a color-coded status badge:| Status | Badge Style |
|---|---|
| Draft | Gray badge |
| Scheduled | Outlined badge |
| Active | Filled primary badge |
| Paused | Gray badge |
| Completed | Outlined badge |
| Cancelled | Red badge |
Card View vs. Table View
You can switch between two views using the toggle in the top right of the Campaigns page:- Card view — Each campaign is shown as a visual card with its status badge, progress bar, and action buttons. Draft campaigns show Test Campaign and Publish buttons directly on the card.
- Table view — A compact table showing name, status, contacts, completed calls, success rate, and creation date. Actions are available through the three-dot menu on each row.
Campaign Goals
When creating a campaign, you can assign a goal category. Goals do not change how the campaign works, but they help you organize and track campaigns by purpose:- Book Appointments
- Qualify Leads
- Follow Up on a Recent Inquiry
- Confirm or Remind About an Appointment
- Re-Engage Old Leads
- Broadcast an Important Update
- Collect Information (Application / Intake)
Next Steps
- Creating a Campaign — Step-by-step guide to setting up a new campaign
- Testing and Running Campaigns — How to test before publishing and monitor results
- Editing and Managing Campaigns — How to modify, pause, resume, and delete campaigns

