Testing and Running Campaigns

Before you start calling real contacts, VozAgent lets you test your campaign with a call to your own phone. Once you are confident everything sounds right, you publish the campaign to begin outbound calling. This article walks through the full process.

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Testing a Campaign

Testing sends a single call to your phone number (the one in your account profile) so you can experience the call exactly as your contacts will.

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How to Run a Test Call

1. Go to Campaigns and find the campaign you want to test. It should be in Draft status.
2. Open the campaign’s test dialog. (This is available from the campaign actions or the celebration screen after creating a campaign.)
3. Click Start Test Call.
4. Your phone will ring within a few seconds. Answer the call.
5. Interact with the AI assistant as a contact would — ask questions, respond to prompts, and check that the conversation flows naturally.
6. When the call ends, you will see a “Test Call Completed!” confirmation.

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What to Check During a Test Call

• Greeting — Does the assistant introduce itself correctly?
• Goal handling — Does it follow through on the campaign goal (booking an appointment, qualifying a lead, etc.)?
• Knowledge — Can it answer questions about your business using its knowledge base?
• Tone — Does the voice and style match what you expect?
• Fallback — What happens if you ask something unexpected?

Tip: You can run multiple test calls. Each time, try a different scenario to make sure the assistant handles various situations well.

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What Happens Behind the Scenes

When you test a campaign that has not been saved yet (e.g., from the creation wizard), VozAgent automatically saves it as a draft first, then initiates the test call. Your campaign data is preserved either way.

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Publishing a Campaign

Publishing moves a campaign from Draft to Active (or Scheduled if you set a future start time). This is when real calls begin.

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How to Publish

1. Go to Campaigns and find your draft campaign.
2. Trigger the publish action for the campaign.
3. VozAgent sends the campaign to the server, which starts queuing calls to your selected contacts.
4. You will see a confirmation: “Campaign published successfully!”

The campaign status changes from Draft to Active (or Scheduled if a future date was set).

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What Happens When a Campaign is Published

• The system begins calling contacts from your selected list.
• Calls are placed using the phone number assigned to the campaign’s assistant.
• Each contact’s name, email, phone number, and notes are automatically passed to the assistant, so the AI can personalize the conversation (for example, greeting the contact by name).
• If a contact does not answer, the assistant leaves a voicemail automatically and moves on to the next contact.
• If the campaign has retry settings configured, unanswered contacts are scheduled for another attempt after the configured delay.
• Call results and outcomes are tracked in real time.

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Monitoring Campaign Results

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Campaign List View

The campaigns table shows real-time progress for each campaign:

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Campaign Details Page

Click on any campaign to open its details page, which shows:

• Status — The current campaign state
• Description and Goal — Your campaign notes and category
• Total Contacts — How many contacts are included
• Completed — How many calls have finished
• Failed — How many calls failed (no answer, error, etc.)

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Success Rate

The success rate is calculated as:

(Completed Calls - Failed Calls) / Completed Calls x 100

For example, if 80 calls completed and 5 failed, the success rate is 94%.

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Pausing and Resuming a Campaign

If you need to stop a campaign mid-run:

1. Open the three-dot menu on the campaign in the campaigns list.
2. Click Pause.
3. The campaign status changes to Paused and no further calls are made.

To resume:

1. Open the same three-dot menu.
2. Click Activate.
3. The campaign resumes calling remaining contacts.

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Duplicating a Campaign

If you want to run a similar campaign again:

1. Open the three-dot menu on any campaign.
2. Click Duplicate.
3. A copy is created with the same configuration. You can then edit contacts, settings, or the assistant before publishing.

This is faster than creating a new campaign from scratch when the setup is mostly the same.

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Exporting Campaign Data

Click the Export CSV button on the Campaigns page to download a CSV file with:

• Campaign name
• Status
• Total contacts
• Completed contacts
• Failed contacts
• Creation date

This is useful for reporting or sharing campaign results with your team.

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Searching and Filtering Campaigns

The campaigns page includes:

• Search — Filter campaigns by name or description.
• Date filter — Filter by creation date range using the calendar picker in the Filters panel.
• Status tabs — Switch between All, Draft, Scheduled, Active, and Sent (completed) tabs.

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How Personalization Works

When your campaign calls a contact, VozAgent automatically provides the assistant with the contact’s information so it can personalize each conversation. The assistant knows:

• Contact name — The assistant greets each person by their first name.
• Phone number and email — Already on file, so the assistant does not need to ask for them.
• Contact notes — Any notes attached to the contact are available to the assistant, so it can reference previous interactions or preferences.
• Lead source — If the contact came from a specific platform or campaign, the assistant can reference that naturally (for example, “I saw you reached out through our website”).
• Company name — Your company name is used in the greeting and throughout the conversation.

This means your AI assistant sounds informed and professional on every call, not like a cold caller reading from a generic script.

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Voicemail Handling

If a contact does not answer, VozAgent automatically detects voicemail and leaves a pre-configured message. The voicemail message is tailored based on the campaign’s assistant type (for example, an appointment booking campaign leaves a message about scheduling, while a follow-up campaign references the contact’s inquiry). Voicemail messages are played using text-to-speech, so they sound natural and consistent. The message includes your company name, the assistant’s name, and a callback number. After leaving a voicemail, the contact’s status is recorded as “Voicemail” in the campaign results, and the assistant moves on to the next contact.

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Best Practices

• Always test first. A quick test call takes 30 seconds and can save you from sending a misconfigured campaign to hundreds of contacts.
• Start small. For your first campaign, select a handful of contacts to verify everything works as expected before scaling up.
• Review your knowledge base. Make sure the assistant’s knowledge base is up to date before publishing, since contacts may ask questions about your services.
• Monitor early. Check in on the campaign shortly after publishing to catch any issues with the first few calls.
• Use goals. Setting a campaign goal helps you organize results and track whether the campaign achieved its purpose.
• Check your calling window. Make sure your campaign’s calling hours match when your contacts are likely to be available. Calling during business hours generally gets better answer rates.