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Overview

Launch your first outbound campaign using CallHQ to collect customer feedback or trigger personalized follow-up calls. This guide walks you through uploading contacts, selecting a voice agent (Assistant), and analyzing call outcomes.

In this quickstart, you’ll learn how to:

  • Set up an outbound calling campaign
  • Use personalized voice agents for follow-ups
  • Upload and manage a CSV contact list
  • Monitor campaign performance and track call results

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Prerequisites

  • A CallHQ account
  • At least one voice assistant (AI agent) configured in your dashboard
  • A verified phone number connected to your organization
  • A CSV list of recipients (name, phone number, optional metadata)

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1. Launch a Campaign

1

Log in to CallHQ Dashboard

Go to web.callhq.ai and log in with your credentials.

2

Go to Outbound Campaigns

Click Outbound Campaigns in the sidebar to enter the campaign creation section.

3

Create New Campaign

  • Click + New Campaign
  • Add a name (e.g. “Customer Feedback Followup”)
  • Choose the campaign type (e.g. One-time or Recurring)
4

Assign a Phone Number

Choose a verified number from your list (Twilio, Exotel, etc.). This will be used to initiate all outbound calls.

5

Upload Recipients CSV

  • Click Upload Contacts
  • Drag and drop your CSV file (must include phone number and name columns)
  • Review and map columns
  • Follow CSV formatting guidelines
6

Select Assistant

Choose one of your configured AI agents that will speak to customers. You can use a general feedback script or a customized prompt.

7

Review & Launch

  • Confirm settings, assistant selection, and contact count
  • Click Launch Campaign

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2. Monitor Campaign Results

1

Track Campaign Overview

After launch, use the Campaign Dashboard to see:

  • Number of completed vs. pending calls
  • Real-time status updates
  • Scheduled retry logic
2

Inspect Call Logs

For each call, review:

  • Status (Completed, Missed, Voicemail, etc.)
  • Call duration
  • Assistant transcript
  • Voice recording (if enabled)
3

Cancel or Retry Calls

Cancel scheduled campaigns or retry failed ones directly from the dashboard.

This is a basic campaign walkthrough. For advanced workflows like auto-tagging leads, webhook triggers, or conditional assistant flows, visit our campaigns documentation.