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Quickstart your first campaign

This guide will walk you through creating and launching your first simple campaign in CallPilot.ai.

You don’t need to know every feature yet — the goal is to:

  1. Sign in and select your workspace
  2. Create a simple flow
  3. Create a campaign that uses that flow
  4. Add a small list of test contacts
  5. Launch a test and see the results

Prerequisites​

Before you start:

  • You have access to CallPilot.ai (user and password, or SSO).
  • Your organization/workspace has at least:
    • One voice number or WhatsApp number configured for testing.
  • You are allowed to create campaigns in your environment (ask your admin if unsure).

Step 1 – Sign in and choose your workspace​

  1. Go to your CallPilot.ai URL (for example: https://app.callpilot.ai).
  2. Sign in using your credentials or SSO.
  3. If you belong to multiple organizations or workspaces:
    • Select the organization where you want to create the campaign.
    • Confirm that you are in the correct environment (e.g. Sandbox or Production).
tip

For your first test, we recommend using a sandbox or non-production environment if available.

Step 2 – Create a simple flow​

A flow defines what the campaign will say and how it reacts.

The exact UI labels may vary in your account, but the steps are usually:

  1. Go to Flows or Scripts in the main navigation.
  2. Click Create flow (or similar).

Create a very simple flow such as:

  • Node 1: Greeting

    • Voice example:
      “Hello, this is a test call from CallPilot.ai.”
    • WhatsApp example:
      “Hi 👋 this is a test message from CallPilot.ai.”

  • Node 2: Optional question
    (You can skip this for the first try, or keep it simple)

    • “Did you receive this message correctly?”
    • For WhatsApp, you can ask the user to reply with “YES” or “NO”.

  • Node 3: End

    • Close the interaction and log the outcome.
  1. Save the flow with a clear name, for example:
    “Quickstart – Test Flow”.

Later, you can expand this flow with conditions, transfers to agents, and more, but for now keep it minimal so it’s easy to validate.

Step 3 – Create a campaign​

Now we will attach your flow to a campaign that will actually send calls or messages.

  1. Go to the Campaigns section.
  2. Click Create campaign.
  3. Fill in the basic information:
    • Name: for example, Quickstart – Test Campaign.
    • Type: select Voice or WhatsApp, depending on what you want to test.
    • Channel / Number: choose the test number or WhatsApp sender you want to use.
  4. In the Flow or Script field:
    • Select the flow you created in Step 2:
      “Quickstart – Test Flow”.

Do not activate the campaign yet — we still need some contacts.

Step 4 – Add test contacts​

For your first run, use only a few contacts, ideally:

  • Your own phone number
  • Numbers from your team

This lets you verify the behavior without impacting customers.

  1. Inside the campaign (or in the Contacts / Lists section, depending on your setup):
    • Create a new contact list for testing, e.g. Quickstart – Test Contacts.
  2. Add a few contacts:
    • Name (optional for now).
    • Phone or WhatsApp number (required).
  3. Associate that contact list with your campaign:
    • In the campaign settings, select your Quickstart – Test Contacts list as the target audience.

If your environment supports CSV import, you can also upload a small CSV with just a few numbers.

Step 5 – Configure schedule and launch a small test​

Now you can prepare to launch.

  1. In the campaign settings, define:

    • Start time (immediate or scheduled).
    • Max attempts (for test, usually 1).
    • Optional: time window or throttling rules if available.

  2. Set the campaign status to something like Ready or Active (depending on your UI labels).

  3. Confirm that:

    • The flow selected is Quickstart – Test Flow.
    • The contact list is Quickstart – Test Contacts.
    • You are using the correct environment and channel.

  4. Start the campaign:

    • For small tests, you can often trigger a “Run now” or “Start” action.

You should receive:

  • A test call on your phone (for Voice campaigns), or
  • A WhatsApp message (for WhatsApp campaigns),

following exactly the steps defined in your flow.

Step 6 – Check results and logs​

After the test runs, go to the Monitoring or Reporting section of the campaign:

  • Look for:
    • Total attempts
    • Successful deliveries
    • Answers or responses (if you added a question)
  • Verify that:
    • Your number appears in the results.
    • The outcome matches what you experienced in the call/message.

If something doesn’t look right:

  • Check that:
    • The channel/number is correctly configured.
    • The flow is the one you expect.
    • The contact number is correct and reachable.

What’s next?​

From here, you can:

  • Extend your flow with:
    • Branching logic.
    • Integration steps.
    • Transfers to agents.
  • Add more contacts and run a larger pilot campaign.