Create a Campaign

The campaign wizard walks you through five steps: basics, channel, audience, message, and review. This guide covers each step in detail.

Step 1: Basics

Start by naming your campaign and selecting the agent that will send it.

Field	Description
Campaign Name	A friendly name to identify this campaign (e.g., “Summer Sale 2026”).
Agent	The AI agent whose contacts and channel configuration will be used.
Campaign Type	Choose Broadcast (multiple recipients) or Direct Message (single recipient).

Tip

Pick a descriptive name — you’ll use it to find this campaign later in the list.

Step 2: Channel

Choose how your message will be delivered. Each channel card shows its credit cost and requirements.

WhatsApp Template (3 credits/message)

Best for reaching any contact, regardless of when they last interacted. Requires a pre-approved Meta Business template.

WhatsApp Session (2 credits/message)

Send free-form text to contacts who messaged your agent in the last 24 hours. No template needed, but limited by the session window.

Instagram (2 credits/message)

Send free-form text to contacts who messaged your agent on Instagram in the last 24 hours.

Caution

Choosing WhatsApp Session or Instagram will limit your audience selection to Manual only in the next step, since these channels require recent contact activity.

Step 3: Audience

Select who will receive your campaign. The available options depend on your channel choice.

All Contacts

Targets every contact that has the selected channel configured. A preview shows the first 10 matching contacts, with the total count displayed.

• Review the preview and exclude specific contacts if needed by clicking the exclude toggle next to their name.

Filtered

Narrow down your audience using criteria:

Filter	Description
Tags	Comma-separated tags (e.g., vip, premium). Only contacts with matching tags are included.
Created After	Only contacts created after this date.
Created Before	Only contacts created before this date.

The preview updates in real time as you adjust filters.

Manual

Search for contacts by name, email, or phone and add them one by one. For Direct Message campaigns, select exactly one contact. For broadcasts, add as many as you need.

Note

For WhatsApp Session and Instagram channels, only Manual selection is available.

Step 4: Message

Configure the content of your message. What you see depends on the channel selected in Step 2.

WhatsApp Template

You have two options:

Use a template from your library:

1. Select a template from the dropdown — each shows its name, language, and category.
2. Preview the template body text.
3. If the template contains variables (marked as {{1}}, {{2}}, etc.), fill in the value for each one.

Enter template details manually:

1. Toggle to manual mode.
2. Enter the template name and language code.
3. Add variable key-value pairs as needed.

WhatsApp Session & Instagram

Type your message directly in the text area. Multi-line messages are supported.

Step 5: Review

The final step shows a summary of everything you configured:

• Basics — campaign name, agent, channel, and type.
• Audience — audience type and estimated recipient count.
• Message — template details or message body preview.
• Estimated Cost — number of recipients multiplied by the channel’s credit cost.

If any required fields are incomplete, the wizard highlights which steps need attention.

Sending options

Once your campaign is ready, you have two choices:

• Create Campaign — saves the campaign as a draft. You can send or schedule it later from the campaign list.
• Send Now — immediately begins delivering messages to all recipients.
• Schedule — pick a future date and time (must be at least 5 minutes from now). The campaign will be sent automatically at the scheduled time.

Managing campaigns

Campaign list

The campaigns page shows all your campaigns in a sortable table:

Column	Description
Name	Campaign name.
Channel	WhatsApp Template, WhatsApp Session, or Instagram.
Status	Current lifecycle status.
Recipients	Number of contacts targeted.
Created	When the campaign was created.

Use the filters at the top to narrow by status or channel.

Available actions

Action	Available when	Description
Send	Draft	Send the campaign immediately.
Schedule	Draft	Set a future delivery time.
Edit	Draft	Modify campaign settings.
Delete	Draft	Remove the campaign permanently.
Cancel	Scheduled, Sending	Stop the campaign.
Duplicate	Any status	Clone the campaign as a new draft.
Export Deliveries	After sending	Download delivery report as CSV.

Note

WhatsApp Session and Instagram campaigns cannot be edited or duplicated because they depend on the 24-hour session window.

Viewing delivery results

Click any sent campaign to open the detail panel. You’ll see:

• Delivery statistics — total sent, total failed, and credits used.
• Progress bar — shown while the campaign is still sending.
• Delivery list — every recipient with their delivery status (Sent or Failed). Click Export to download the full list as a CSV file.

Sending a direct message from Contacts

You can also start a direct message campaign directly from the Contacts page:

1. Open a contact’s detail modal.
2. Click Send Message.
3. The campaign wizard opens pre-filled with the contact, channel, and campaign type.
4. Complete the message step and send.

This is the fastest way to reach out to a specific contact without leaving the contacts view.

Limits and constraints

• Credit balance — you must have enough credits to cover the estimated cost before sending.
• WhatsApp Templates — must be pre-approved in Meta Business Manager before they appear in the template selector.
• Session window — WhatsApp Session and Instagram channels only reach contacts who interacted in the last 24 hours.
• Scheduling — scheduled time must be at least 5 minutes in the future.

Next steps

• Campaigns Overview — understand campaign types, channels, and lifecycle.
• Extensions: WhatsApp — set up WhatsApp Business for template messaging.
• Extensions: Instagram — connect Instagram for direct messaging.