> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfrank.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start

> How to set up your first campaign in SalesFrank – step by step.

## 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.

***

## 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](/en/phone-numbers).

***

## 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

***

## 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](https://en.wikipedia.org/wiki/E.164) (e.g., `+12125551234`).

***

## 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

<Tip>
  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.
</Tip>

***

## 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

***

## 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.

***

## Step 7: Start the Campaign

Click **Start Campaign**. SalesFrank will now schedule all calls according to your defined schedule and begin dialing automatically.

<Info>
  You can pause a campaign at any time using **Stop Campaign**. All future scheduled calls will be suspended. Click **Start Campaign** again to resume.
</Info>

***

## 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.

<Warning>
  Test the agent thoroughly before launching with real leads. Issues in the prompt or configuration can be identified and fixed early. See [Best Practices](/en/best-practices) for the recommended approach.
</Warning>