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Overview

A new campaign in SalesFrank consists of six configuration areas (tabs): Analytics, Leads, Agent, Schedule, Options, and Call-to-Action. This guide walks you through the essential steps.

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Step 1: Set Up a Phone Number

Before you can launch a campaign, you need at least one phone number assigned to the agent. Go to Phone Numbers in the left menu and set up a number. More details at Phone Numbers.

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Step 2: Create a New Campaign

  1. On the Campaign Overview, click Create New Campaign
  2. Choose the campaign type:
    • Outbound Calls – for dialing through an existing lead list
    • Lead Qualification – for calling newly incoming leads in real time
  3. Give the campaign a name

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Step 3: Upload Leads (Leads Tab)

Add the contacts you want Frank to call. There are three options:
  • Manually via the button in the dashboard
  • CSV or Excel file upload – Frank validates the formatting automatically
  • API – add leads programmatically via the SalesFrank API
The only required field is the phone number in E.164 format (e.g., +12125551234).

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Step 4: Configure the Agent (Agent Tab)

Define how your AI agent behaves:
  1. Agent name – the name it uses to introduce itself
  2. Language – German or English (more languages coming)
  3. Voice – choose from 30+ voices with a built-in preview
  4. Opening message – the agent’s first words after the lead picks up
  5. Farewell message – the final words at the end of the call
  6. Prompt – the core: defines conversation flow, logic, tone, and behavior
Use the AI Prompt Builder for your first campaign. Answer the questions in as much detail as possible – you can use the built-in microphone to speak your answers. The more context you give the AI, the better the conversations will be.

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Step 5: Configure the Schedule (Schedule Tab)

Define when and how often Frank calls:
  • Timezone and calling windows per weekday (multiple windows per day possible)
  • Maximum call attempts total and per day
  • Follow-up strategy: Smart Calling (Aggressive / Moderate / Conservative) or custom intervals

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Step 6: Options & Call-to-Action

In the Options tab, assign a phone number to the agent and configure optional features like voicemail detection, call recordings, and AI data extraction. In the Call-to-Action tab, set up actions Frank can perform during a call – such as booking appointments via Cal.com or transferring calls to a team member.

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Step 7: Start the Campaign

Click Start Campaign. SalesFrank will now schedule all calls according to your defined schedule and begin dialing automatically.
You can pause a campaign at any time using Stop Campaign. All future scheduled calls will be suspended. Click Start Campaign again to resume.

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Test the Agent

Click Talk to Assistant to test the agent directly in your browser. This lets you check how it responds before calling real leads.
Test the agent thoroughly before launching with real leads. Issues in the prompt or configuration can be identified and fixed early. See Best Practices for the recommended approach.