Setting a campaign up is one thing; running it is another. This is the day-to-day side — monitoring progress, checking the AI's opening, working contacts, and logging what happened. For creating a campaign, importing contacts, call windows, and the consent/compliance rules, see Run an outbound calling campaign.
Outbound campaigns are a Pro feature. You'll be asked to accept a one-time outbound-calling acknowledgment before creating your first campaign.
The campaigns list
Open Campaigns in the left navigation for the roll-up across every campaign:
- Headline stats — Appointments booked, Transferred to staff, Booking rate, Active campaigns, and Contacts queued.
- Filter chips — All, Active, Draft, Paused, Archived (All hides archived).
- Campaign cards — each shows the name, a status pill, the goal and calling mode (AI agent or Staff), and a progress bar of how far through the queue it is.
- Card menu — Rename, Duplicate (copies the settings into a fresh draft, not the contacts), Archive/Restore, and Delete.
- Blocked numbers — opens your practice's shared do-not-call list (with its count).
Click any card to open its control room.
The campaign page
The header shows the campaign name, its status pill, and a subline like "AI agent calling · goal: book appointment." What you do next depends on the mode.
AI calling
- Start / Resume / Pause — Start moves a draft live; the agent then auto-dials the queue on your schedule. Pause stops dialing; Resume picks back up.
- Live progress — while an AI campaign is active, the page refreshes on its own (about every 15 seconds), so booked and no-answer results appear without a manual reload.
Staff calling
- Call Next — there's no auto-dialer. Press Call Next and FrontDesk connects you to the next queued contact with their context. The campaign activates automatically on your first call.
- After a call ends, a Log outcome button appears for the person you just dialed so you can record the result.
Hear the opening: send a test call
On an AI campaign, use Send a test call (in the kebab menu, or the button under "How the call opens"):
- Enter your own phone number.
- Optionally pick a contact so the preview uses their record.
- FrontDesk calls you and plays the exact opening line the AI would use — with that contact's name filled in.
No real client is dialed. The required automated-call disclosure and recording notice are always spoken, state-specific opt-out lines are added per contact, and prices are never said aloud. The "How the call opens" panel also shows this opening as a read-only preview — expanded while the campaign is a draft, collapsed to a one-line summary once it's live.
Why contacts are (or aren't) dialing
A status banner on the page explains the current dialing state so you're never left guessing:
- No phone number — the location has no active number to call from; set one up first.
- Staff mode — contacts never dial automatically; use Call Next.
- Paused — resume to continue.
- Not a calling day / outside the window — dialing resumes at the next allowed time (in the practice's local time).
- Active — confirms the cadence, e.g. "one call every 4 minutes within your window," and notes that contacts may still be skipped if they're on do-not-contact or in a restricted state.
If you enabled a restricted state after importing, a green banner offers to Re-queue the contacts that were skipped for it — no re-import needed.
Work the contact queue
Filter the contact list by status — All, Booked, Transferred, Queued, No answer, Declined — and act on any row:
- Call — dial this contact (disabled once they're in a final state like booked or declined).
- Book — appears for contacts who need another touch (no answer, callback, or voicemail).
- Log outcome — record what happened.
Each contact shows their attempt count and the last result, so you can see history at a glance.
Log an outcome
Logging outcomes is what makes a campaign auditable. Choose from:
Booked appointment · Transferred to staff · Callback requested · No answer · Left voicemail · Not interested · Call failed · Other
Add notes for context. If you pick Booked appointment, you can capture the appointment date, time, type, and provider right there so it lands on your calendar.
Good to know
- Duplicating a campaign copies its settings into a new draft but not its contacts — import a fresh list.
- Blocked and opted-out numbers are suppressed automatically across every campaign; manage them from Campaigns → Blocked numbers. See Run an outbound calling campaign for the full compliance rules.
- Archiving hides a campaign and its queue; you can restore it later from the list.