Campaign Management

Campaign Management allows you to automate outbound voice calls and SMS messaging at scale. Create personalized campaigns with your AI assistant, import contacts, schedule execution, and monitor progress in real-time.

What are Campaigns?

A Campaign is an automated outreach system that connects your AI assistant with a list of contacts. Campaigns can:

Make outbound voice calls with your AI assistant
Send bulk SMS messages with personalized content
Combine both for mixed campaigns

Each contact receives a personalized experience using template variables from your imported data.

Campaign Types

Call Campaigns

Outbound voice calling with your AI assistant.

AI makes calls to each contact in your list
Personalized welcome messages and conversation flow
Handles voicemail detection automatically
Records calls and generates transcripts

Best for: Appointment reminders, sales outreach, customer follow-ups, surveys

SMS Campaigns

Bulk SMS messaging with personalized content.

Send templated SMS messages to contacts
Supports variable substitution for personalization
Track delivery status and responses

Best for: Promotional messages, appointment confirmations, notifications

Mixed Campaigns

Combines voice and SMS for comprehensive outreach.

Start with a call, follow up with SMS (or vice versa)
Different messaging per channel
Unified tracking and analytics

Best for: Multi-touch outreach, lead nurturing, complex workflows

Contact Management

Importing Contacts

Import your contacts from CSV or JSON files. The system automatically:

Validates phone number formats (converts to E.164)
Detects duplicate contacts
Maps columns to contact fields
Extracts variables for templating

Supported Formats:

CSV: Comma-separated values with header row
JSON: Array of contact objects

CSV Import Example

Your CSV should have headers that map to contact fields:

phone_number,name,company,appointment_date
+15551234567,John Smith,Acme Corp,2024-02-15
+15559876543,Jane Doe,Tech Inc,2024-02-16

Required columns:

phone_number (or phone, mobile, cell)

Recommended columns:

name (or full_name, contact_name)
Any custom fields for template variables

Column Mapping

The system suggests mappings based on column names:

CSV Column	Maps To
phone, phone_number, mobile	`phone_number`
name, full_name, contact_name	`name`
email, email_address	`email`
company, organization	`company`

Custom columns become template variables automatically.

Contact Statuses

Status	Description
`pending`	Waiting to be contacted
`in_progress`	Currently being contacted
`completed`	Successfully contacted
`failed`	Contact attempt failed
`no_answer`	Call not answered
`busy`	Line was busy
`voicemail`	Reached voicemail
`skipped`	Skipped (DNC list, etc.)

Template System

Campaigns use Jinja2-style templating for personalized messages. Variables from your contact data are automatically available.

Variable Syntax

Use double curly braces to insert variables:

Hi {{name}}, this is {{assistant_name}} from {{company}}.

Built-in Filters

Filter	Description	Example
`phone_format`	Format phone numbers	`{{phone_number\|phone_format}}`
`title_case`	Capitalize words	`{{name\|title_case}}`
`upper`	UPPERCASE	`{{company\|upper}}`
`lower`	lowercase	`{{email\|lower}}`

System Variables

These variables are always available:

Variable	Description
`assistant_name`	Name of your AI assistant
`company`	Your company name
`name`	Contact’s name (falls back to “there”)

Fallback Values

Define fallback values for missing variables:

{
  "fallback_values": {
    "name": "there",
    "company": "our company",
    "appointment_time": "your scheduled time"
  }
}

Template Types

Template	Used For
`welcome_message_template`	Opening message when call connects
`agenda_template`	Purpose/agenda of the call
`end_call_message_template`	Closing message
`sms_message_template`	SMS message content

Template Example

Welcome Message:

Hi {{name|title_case}}, this is {{assistant_name}} calling from {{company}}. 
I'm reaching out about your appointment on {{appointment_date}}.

With fallbacks:

Hi {{name|default('there')}}, this is {{assistant_name}} from {{company|default('our team')}}.

Scheduling

Campaigns support flexible scheduling options:

Schedule Types

Immediate

Campaign starts execution right away when you click “Start”.

{
  "schedule_type": "immediate"
}

Scheduled (Once)

Campaign runs at a specific date and time.

{
  "schedule_type": "scheduled",
  "scheduled_at": "2024-02-15T09:00:00Z",
  "timezone": "America/New_York"
}

Recurring

Campaign runs on a repeating schedule.

{
  "schedule_type": "recurring",
  "recurring_config": {
    "frequency": "weekly",
    "interval": 1,
    "days_of_week": [1, 2, 3, 4, 5],
    "time": "09:00",
    "time_zone": "America/New_York",
    "end_date": "2024-12-31"
  }
}

Frequency options: daily, weekly, monthly

Time Windows

Respect calling hours by configuring allowed time windows:

{
  "execution_settings": {
    "allowed_hours": {
      "start": "09:00",
      "end": "17:00",
      "days": ["monday", "tuesday", "wednesday", "thursday", "friday"]
    },
    "time_zone": "America/New_York"
  }
}

Execution Settings

Control how your campaign executes:

Setting	Description	Default
`max_attempts`	Maximum call attempts per contact	3
`retry_delay_minutes`	Wait time between retries	30
`concurrent_limit`	Max simultaneous calls	5
`rate_limit_per_minute`	Max calls initiated per minute	10

Voicemail Detection (AMD)

For call campaigns, enable automatic voicemail detection:

{
  "advanced_settings": {
    "enable_voicemail_detection": true,
    "leave_voicemail": true,
    "voicemail_message": "Hi {{name}}, this is {{assistant_name}}. Please call us back at..."
  }
}

Monitoring & Analytics

Real-Time Progress

Monitor your campaign in real-time via WebSocket or REST API:

Total contacts - Number of contacts in campaign
Completed - Successfully contacted
Failed - Contact attempts that failed
Pending - Waiting to be contacted
Processing - Currently being contacted

WebSocket Updates

Connect to the WebSocket endpoint for live updates:

const ws = new WebSocket(`wss://api.burki.dev/ws/campaigns/${campaignId}/progress?token=${apiKey}`);

ws.onmessage = (event) => {
  const data = JSON.parse(event.data);
  if (data.type === 'progress_update') {
    console.log(`Progress: ${data.data.progress.completed}/${data.data.progress.total_contacts}`);
  }
};

Metrics

Metric	Description
`completion_rate`	Percentage of contacts processed
`success_rate`	Successful contacts / total attempted
`answer_rate`	Calls answered / total calls made
`average_duration`	Average call duration (seconds)
`total_cost`	Estimated total cost

Campaign Lifecycle

Status	Description
`draft`	Campaign created, not yet started
`scheduled`	Campaign scheduled for future execution
`running`	Campaign actively executing
`paused`	Campaign paused, can resume
`completed`	All contacts processed
`cancelled`	Campaign stopped before completion
`failed`	Campaign encountered fatal error

Best Practices

Compliance (TCPA, GDPR)

Optimal Scheduling

Best days: Tuesday through Thursday
Best times: 10 AM - 12 PM, 2 PM - 4 PM local time
Avoid Monday mornings and Friday afternoons
Consider your audience’s timezone

Template Design

Keep messages concise and clear
Personalize with contact data
Set appropriate fallback values
Test templates before launching
Use professional, conversational tone

Performance Optimization

Start with lower concurrent limits and increase gradually
Monitor answer rates to optimize timing
Use retry logic for no-answers
Segment contacts for targeted campaigns

Quick Start

Create a campaign with your assistant and campaign type
Import contacts from CSV or JSON
Configure templates with personalization variables
Set scheduling (immediate or scheduled)
Start the campaign and monitor progress
Analyze results and optimize

Use the WebSocket endpoint to build real-time monitoring dashboards for your campaigns.

Getting Started

Core Concepts

AI Providers

Features

Advanced

Help & Resources

What are Campaigns?

Campaign Types

Contact Management

Importing Contacts

Contact Statuses

Template System

Variable Syntax

Built-in Filters

System Variables

Fallback Values

Template Types

Scheduling

Schedule Types

Time Windows

Execution Settings

Voicemail Detection (AMD)

Monitoring & Analytics

Real-Time Progress

WebSocket Updates

Metrics

Campaign Lifecycle

Best Practices

Quick Start

Getting Started

Core Concepts

AI Providers

Features

Advanced

Help & Resources

​What are Campaigns?

​Campaign Types

​Contact Management

​Importing Contacts

​Contact Statuses

​Template System

​Variable Syntax

​Built-in Filters

​System Variables

​Fallback Values

​Template Types

​Scheduling

​Schedule Types

​Time Windows

​Execution Settings

​Voicemail Detection (AMD)

​Monitoring & Analytics

​Real-Time Progress

​WebSocket Updates

​Metrics

​Campaign Lifecycle

​Best Practices

​Quick Start

What are Campaigns?

Campaign Types

Contact Management

Importing Contacts

Contact Statuses

Template System

Variable Syntax

Built-in Filters

System Variables

Fallback Values

Template Types

Scheduling

Schedule Types

Time Windows

Execution Settings

Voicemail Detection (AMD)

Monitoring & Analytics

Real-Time Progress

WebSocket Updates

Metrics

Campaign Lifecycle

Best Practices

Quick Start