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Create a New Campaign

  1. On the Campaign Overview, click Create New Campaign
  2. Select the campaign type
  3. Give the campaign a name

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Campaign Types

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Outbound Calls

Choose this type when you want to work through an existing list of contacts. You upload the leads in advance, and Frank calls them according to the schedule you define. Typical use cases: Cold outreach, reactivation of old contacts, follow-ups, post-proposal follow-through

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Lead Qualification

Choose this type when new leads should be called in real time – immediately after they sign up, for example via a web form or a Facebook ad. Frank calls the lead as soon as they are added to the campaign. You can fully automate this process via the API or a webhook. Typical use cases: Instant callback after form submission, qualifying ad leads, first contact after an inquiry

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After Creation

After creating the campaign, you are taken directly to the campaign detail view with all six tabs. Configure them in this order:
1

Leads

Upload your contacts or set up the API connection.
2

Agent

Configure your agent’s name, language, voice, and prompt.
3

Schedule

Define calling windows, follow-up strategy, and maximum attempts.
4

Options

Assign a phone number and configure voicemail, recordings, and data extraction.
5

Call-to-Action

Set up actions Frank can perform during the call (e.g., appointment booking).
6

Start the Campaign

Click Start Campaign to activate calling.