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Create your first calling campaign

Complete step-by-step guide to create and launch automated AI-powered calling campaigns in Agoralia. This guide covers all campaign types: outbound sales, inbound support, and quote requests.

Overview​

A calling campaign in Agoralia is an automated calling workflow that:

  • Makes outbound calls to your leads automatically
  • Handles inbound calls with your AI agent
  • Collects structured data from conversations
  • Schedules calls based on your preferences
  • Tracks compliance requirements automatically

Campaigns are created through a multi-step wizard that guides you through configuration, from template selection to launch.

Prerequisites​

Before creating a campaign, ensure you have:

  • ✅ At least one AI agent configured and published (or create one during campaign setup)
  • ✅ At least one phone number configured for calling (or use Agoralia numbers for quote campaigns)
  • ✅ Leads database with valid phone numbers (imported via CSV, CRM sync, or manual entry)
  • ✅ Active billing account with sufficient credits for estimated call volume
  • ✅ Admin or editor access to your workspace

Campaign Types​

Agoralia supports three types of campaigns:

1. Outbound Campaigns​

Use Cases:

  • Sales outreach
  • Lead qualification
  • Appointment scheduling
  • Follow-up calls
  • Customer surveys

Features:

  • Automated outbound calling
  • Lead selection and filtering
  • Scheduling and time windows
  • Compliance checks
  • Data extraction

2. Inbound Campaigns​

Use Cases:

  • Customer support
  • Help desk
  • Information hotlines
  • After-hours support

Features:

  • Automatic call answering
  • Queue management
  • Capacity configuration
  • Call routing

3. Quote Request Campaigns​

Use Cases:

  • Requesting quotes from suppliers
  • Comparing prices
  • Vendor outreach

Features:

  • Supplier search and discovery
  • Quote collection
  • Comparison tools
  • Agoralia phone numbers (optional)

Step-by-Step Guide​

The campaign creation wizard has different steps depending on the campaign type:

Outbound Campaigns (7 steps)​

  1. Template - Choose a template or start from scratch
  2. Audience - Select leads and target audience
  3. Data - Configure data extraction schema
  4. Compliance - Complete regulatory compliance check
  5. Resources - Set up AI agent and calling resources
  6. Schedule - Configure timing and call parameters
  7. Review - Review costs and launch campaign

Inbound Campaigns (6 steps)​

  1. Template - Choose a template or start from scratch
  2. Resources - Set up AI agent and calling resources
  3. Data - Configure data extraction schema
  4. Capacity - Set queue capacity and concurrency
  5. Compliance - Complete regulatory compliance check
  6. Activation - Activate the campaign

Quote Request Campaigns (7 steps)​

  1. Audience - Select suppliers and phone numbers
  2. Questions - Configure questions and data collection
  3. Compliance - Complete regulatory compliance check
  4. Resources - Set up AI agent and calling resources
  5. Schedule - Configure timing and call parameters
  6. Comparison - Set up comparison criteria
  7. Review - Review costs and launch campaign

Step 1: Choose a Template (Outbound/Inbound)​

Templates provide pre-configured settings optimized for specific use cases, making campaign setup faster.

Available Templates​

Templates are organized by category:

  • Outbound Templates: Sales, lead qualification, appointment scheduling, follow-up, surveys
  • Inbound Templates: Customer support, help desk, information hotline
  • Quote Templates: Supplier outreach, price comparison

Template Features​

Each template includes:

  • Pre-configured agent settings (mission, prompts, behavior)
  • Optimized compliance settings for the use case
  • Default data extraction schema (what to collect)
  • Recommended scheduling (time windows, weekdays)

Using a Template​

  1. Select a template category (Outbound, Inbound, or Quote)
  2. Browse available templates
  3. Click on a template to select it
  4. Template settings will be pre-filled in subsequent steps

Starting from Scratch​

If no template fits your needs:

  1. Click "Start from Scratch"
  2. Configure all settings manually
  3. More control, but requires more time

Best Practice: Start with a template, then customize as needed.

Step 2: Audience & Leads (Outbound/Quote)​

Select who you want to call and configure your target audience.

Campaign Name​

Required: Give your campaign a descriptive name.

Examples:

  • "Q1 Sales Outreach - Enterprise"
  • "Customer Follow-up - Product Feedback"
  • "Supplier Quote Request - Office Supplies"

Audience Source​

Choose how to select your audience:

Option 1: From Existing Leads​

How it works:

  • Select leads from your imported contacts
  • Apply filters to narrow down the audience
  • Supports multiple CRM integrations

Filters Available:

  • Search: Name, company, phone number
  • Country: Filter by country ISO code
  • Consent Status: Granted, Denied, Unknown
  • Sort: By name or creation date

Selection:

  • Use checkboxes to select individual leads
  • Use "Select All" to select all filtered leads
  • Selected leads are shown in a summary

Important: Campaigns can only target one country at a time. If you select leads from multiple countries, you'll see a warning and need to filter to a single country.

Option 2: Agoralia Search (Quote Campaigns Only)​

How it works:

  • Search for suppliers using keywords and location
  • Agoralia finds matching businesses automatically
  • Results are limited to your specified maximum

Configuration:

  • Search Query: Keywords (e.g., "office supplies", "IT services")
  • Location: City, region, or address
  • Radius: Search radius in kilometers (1-500 km)
  • Max Results: Maximum number of suppliers to contact (10-1000)

Cost Estimate:

  • Search cost is calculated automatically
  • Based on maximum results specified
  • Shown before campaign creation

Best Practices:

  • Use specific keywords for better results
  • Set a reasonable radius (50-100 km for local suppliers)
  • Start with lower max results to test

Option 3: Manual Entry (Coming Soon)​

  • Enter phone numbers directly
  • Useful for small, targeted campaigns

Option 4: CSV Import (Coming Soon)​

  • Import contacts from spreadsheet
  • Bulk upload for large campaigns

Step 3: Data Extraction Schema (Outbound/Inbound)​

Configure what structured data to extract from conversations.

What is Data Extraction?​

Data extraction allows your AI agent to collect structured information during calls, such as:

  • Customer preferences
  • Appointment dates
  • Quote amounts
  • Follow-up actions
  • Survey responses

Extraction Schema Builder​

The extraction schema builder lets you define fields to extract:

Field Types​

String: Text data (e.g., notes, comments, names)

  • Example: "Customer notes", "Next action"

Number: Numeric data (e.g., prices, quantities, scores)

  • Example: "Quote amount", "Lead score (0-100)"

Boolean: Yes/No questions (e.g., follow-up needed, issue resolved)

  • Example: "Follow-up needed", "Issue resolved"

Enum: Predefined options (e.g., call outcome, status)

  • Example: Call outcome: "interested", "not_interested", "callback", "voicemail"

Field Configuration​

For each field, configure:

  • Label: Human-readable name (e.g., "Quote Amount")
  • Key: Technical identifier (auto-generated from label, e.g., "quote_amount")
  • Type: Field type (string, number, boolean, enum)
  • Required: Whether the field must be filled
  • Description: Help text for the AI agent
  • Enum Values: For enum fields, list all possible values

Default Schemas​

Templates include default extraction schemas:

Quote Request:

  • Quote Amount (number, required)
  • Availability (enum: yes, no, unknown, required)
  • Notes (string)

Cold Calling:

  • Call Outcome (enum: interested, not_interested, callback, voicemail, required)
  • Follow Up Needed (boolean)
  • Next Action (string)

Inbound:

  • Call Purpose (string, required)
  • Issue Resolved (boolean)
  • Lead Score (number, 0-100)

Display Columns​

Select which extracted fields to display in campaign results:

  • Choose columns to show in the results table
  • Reorder columns for better visibility
  • Hide columns that aren't needed

Best Practices:

  • Start with template defaults
  • Add fields specific to your use case
  • Keep required fields to a minimum
  • Use enums for consistent data

Step 4: Compliance (All Campaign Types)​

Complete regulatory compliance requirements for your campaign.

Why Compliance Matters​

Compliance protects:

  • You: Avoid fines and legal issues
  • Your leads: Respect privacy and consent
  • Your business: Maintain reputation

Important: Non-compliant campaigns cannot be started. Agoralia requires explicit compliance confirmation.

Compliance Check Process​

The compliance step shows:

  1. Country and Regime: B2B or B2C calling
  2. Requirements: What you must do
  3. Rules: Detailed regulations
  4. Confirmation: Your attestation

Outbound/Quote Compliance​

Requirements Checklist​

1. Obtain Proper Consent

  • B2B: Explicit consent required before calling
  • B2C: Check opt-out requirements and lawful basis

2. Registration (if required)

  • Some countries require registration (e.g., ROC in Italy)
  • Company must be registered as a call center operator

3. Do Not Call Registry

  • Check numbers against DNC registry before calling
  • Registry name and URL are shown
  • Compliance costs may apply

4. Valid Caller ID

  • Use accurate caller ID (no spoofing)
  • Must match your registered business

5. AI Disclosure (if required)

  • Some jurisdictions require disclosing AI use
  • Agent must inform caller they're speaking with AI

6. Quiet Hours

  • Respect local quiet hours regulations
  • Configure in campaign settings

Compliance Attestation​

You must confirm:

  • ✅ Lawful Basis: You have a lawful basis for calling
  • ✅ Responsibility: You accept responsibility for compliance
  • ✅ Basis Note: Optional note explaining your lawful basis

Important: False attestations can result in account suspension.

Inbound Compliance​

Inbound campaigns have simpler compliance requirements:

  • Recording Notification: Inform callers about call recording
  • Data Protection: Follow GDPR and local data protection laws
  • AI Disclosure: Disclose AI use if required

Compliance Preview​

Before confirming, review:

  • Country-specific rules: What applies to your target country
  • Enforcement: Maximum fines for violations
  • Legal restrictions: Any special requirements

Best Practice: Review compliance requirements carefully. When in doubt, consult legal counsel.

Step 5: Resources (All Campaign Types)​

Configure your AI agent, phone number, and knowledge base.

Agent Selection​

Choose how to provide an AI agent:

Option 1: Use Existing Agent​

Steps:

  1. Select "Use existing agent"
  2. Choose an agent from the dropdown
  3. Agent must be published

Best For: Reusing agents across campaigns

Option 2: Create Auto Agent​

Steps:

  1. Select "Create auto agent"
  2. Configure agent settings:
    • Language: Select primary language
    • Voice: Choose voice (filtered by language)
    • LLM Model: Select AI model (GPT-4o, GPT-4o-mini, etc.)
  3. Agent is created automatically when campaign launches

Best For: Quick setup, single-use agents

Note: Auto-created agents use basic settings. For advanced configuration, create an agent separately first.

Phone Number Selection​

Your Own Numbers​

Steps:

  1. Select a phone number from the dropdown
  2. Number must be verified and configured
  3. Number must support outbound calling (for outbound campaigns)

Best For: Using your existing numbers, brand consistency

Agoralia Numbers (Quote Campaigns Only)​

Steps:

  1. Select "Use Agoralia numbers"
  2. Agoralia provides numbers automatically
  3. No need to configure your own numbers

Best For: Quote campaigns, testing, temporary campaigns

Note: Agoralia numbers are only available for quote request campaigns.

Knowledge Base (Optional)​

Steps:

  1. Select a knowledge base from the dropdown
  2. Knowledge base provides context to the agent
  3. Multiple knowledge bases can be connected

Best For:

  • Product information
  • FAQs
  • Company policies
  • Technical documentation

Note: Knowledge base language should match agent language.

Step 6: Schedule (Outbound/Quote)​

Configure when and how calls are made.

Start Time​

Choose when to start the campaign:

Start Now​

Steps:

  1. Select "Start now"
  2. Campaign begins immediately after launch
  3. Calls start as soon as resources are available

Best For: Urgent campaigns, immediate outreach

Schedule for Later​

Steps:

  1. Select "Schedule for later"
  2. Choose date and time
  3. Campaign starts at the specified time

Best For: Planned campaigns, specific timing requirements

Time Window​

Configure when calls can be made:

  • Start Time: Earliest time to make calls (e.g., 09:00)
  • End Time: Latest time to make calls (e.g., 18:00)

How it works:

  • Calls are only made during this window
  • Window applies to campaign timezone
  • Outside the window, calls are queued

Best Practices:

  • Business hours: 09:00 - 18:00 (most common)
  • Extended hours: 08:00 - 20:00 (for flexibility)
  • Weekend hours: 10:00 - 16:00 (if calling weekends)

Weekdays​

Select which days of the week to make calls:

  • Monday - Friday: Standard business days
  • Saturday: Weekend calling (check compliance)
  • Sunday: Weekend calling (check compliance)

Default: Monday - Friday

Best Practices:

  • B2B: Monday - Friday only
  • B2C: Check local regulations for weekend calling
  • Appointments: Include weekends if relevant

Reserved Concurrency​

What it is: Number of concurrent calls to reserve for other campaigns.

Range: 0 (no limit) - 20

Default: 0

Use Cases:

  • 0: Use all available capacity for this campaign
  • 5: Reserve 5 concurrent calls for other campaigns
  • 10: Reserve half capacity for other campaigns

Best Practice: Set to 0 for dedicated campaigns, reserve capacity for shared resources.

Step 7: Review & Launch (Outbound/Quote)​

Review your campaign configuration and costs before launching.

Campaign Summary​

Review:

  • Campaign Name: Your campaign name
  • Template: Selected template (if any)
  • Audience: Number of leads selected
  • Agent: Selected agent or auto-creation settings
  • Phone Number: Selected number or Agoralia numbers
  • Schedule: Start time, time window, weekdays
  • Compliance: Country, regime, requirements met

Cost Estimate​

What's Included:

  • Per-call cost: Estimated cost per call
  • Total cost: Estimated total for all leads
  • Breakdown: Voice + LLM costs

Cost Factors:

  • Destination country: Different rates per country
  • Call duration: Based on template default or estimate
  • Voice engine: Selected voice provider
  • LLM model: Selected AI model

Note: Costs are estimates. Actual costs may vary based on:

  • Actual call duration
  • Network conditions
  • Compliance fees (DNC checks, etc.)

Launch Campaign​

Steps:

  1. Review all settings
  2. Verify cost estimate
  3. Click "Launch Campaign"
  4. Campaign starts based on schedule settings

What Happens:

  • Campaign is created and activated
  • Calls begin according to schedule
  • You're redirected to campaign details page
  • You can monitor progress in real-time

Step 8: Capacity (Inbound Only)​

Configure how many simultaneous calls your inbound campaign can handle.

Reserved Concurrency​

What it is: Maximum number of concurrent calls this campaign can handle.

Range: 1 - 20

Default: 5

How it works:

  • When capacity is reached, new calls are queued
  • Calls are answered in order as capacity frees up
  • Higher capacity = more simultaneous calls

Best Practices:

  • Small business: 1-3 concurrent calls
  • Medium business: 5-10 concurrent calls
  • Large business: 10-20 concurrent calls

Note: Capacity is shared across all inbound campaigns. Set reserved concurrency to ensure this campaign gets priority.

Step 9: Activation (Inbound Only)​

Activate your inbound campaign.

Activation Steps​

  1. Review all settings
  2. Verify agent and phone number
  3. Click "Activate Campaign"
  4. Campaign is activated immediately

What Happens:

  • Campaign is activated
  • Inbound calls are routed to your agent
  • Calls appear in the Calls section
  • You can monitor in real-time

Best Practices​

Campaign Configuration​

  • ✅ Start with templates: Use templates for faster setup
  • ✅ Test first: Create a small test campaign before large rollout
  • ✅ Review compliance: Always review compliance requirements carefully
  • ✅ Monitor costs: Keep an eye on cost estimates and actual spending

Lead Selection​

  • ✅ Filter carefully: Use filters to target the right audience
  • ✅ Single country: Always target one country per campaign
  • ✅ Consent status: Prioritize leads with granted consent
  • ✅ Quality over quantity: Better to call fewer, qualified leads

Scheduling​

  • ✅ Business hours: Use business hours for B2B campaigns
  • ✅ Time zones: Consider your leads' time zones
  • ✅ Weekdays: Avoid weekends unless necessary and compliant
  • ✅ Reserve capacity: Reserve concurrency for other campaigns if needed

Data Extraction​

  • ✅ Start simple: Begin with essential fields only
  • ✅ Use enums: Use enums for consistent data
  • ✅ Required fields: Keep required fields to a minimum
  • ✅ Test extraction: Test data extraction with sample calls

Compliance​

  • ✅ Review requirements: Always review compliance requirements
  • ✅ Obtain consent: Ensure you have proper consent before calling
  • ✅ Check DNC: Use DNC registry checks when required
  • ✅ Document basis: Keep records of your lawful basis

Troubleshooting​

Campaign Won't Start​

Possible Causes:

  • Compliance not confirmed
  • No leads selected
  • Agent not published
  • Phone number not configured

Solutions:

  • Complete compliance step and confirm attestation
  • Select at least one lead
  • Publish your agent or create auto agent
  • Configure phone number or use Agoralia numbers

Cost Estimate Not Showing​

Possible Causes:

  • Agent not selected
  • Phone number not selected
  • No leads selected

Solutions:

  • Select an agent or configure auto agent
  • Select a phone number
  • Select at least one lead

Multiple Countries Warning​

Problem: Selected leads from multiple countries.

Solution: Filter leads to a single country. Campaigns can only target one country at a time.

Template Not Available​

Problem: Template you want is not showing.

Solutions:

  • Check template category (Outbound, Inbound, Quote)
  • Try refreshing the page
  • Start from scratch if needed

Next Steps​

Once your campaign is launched:

Additional Resources​

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