Campaigns
Create, schedule, and monitor outbound calling campaigns from the Talkr dashboard — CSV upload, concurrency, retries, the circuit breaker, and reporting.
The Campaigns page (/campaigns) is where you run an agent against a list of contacts at scale. This page walks through the dashboard flow end to end. For the underlying concepts, see Campaigns; for the API, see the Campaigns API reference.
Creating a campaign requires at least one telephony configuration with a phone number — you'll be prompted to add one if you don't have any yet.
The campaigns list
The list shows every campaign in your organization: ID, Name, Workflow, State, Progress (executed / queued), and Created. Click a row, or its View action, to open the campaign's detail page. Click Create Campaign to start a new one.
Creating a campaign
On the Create Campaign page, fill in:
- Campaign Name
- Workflow — the agent to run for each contact
- Telephony Configuration — which set of caller IDs the campaign dials from; defaults to your organization's default outbound configuration
- Data Source Type — currently CSV File is the only option
- CSV File — upload your contacts
The contacts CSV
Your CSV must include a phone_number column. Every other column is passed to each call as initial_context, so it's available as a template variable in your agent's prompt — letting each call be personalized.
phone_number,customer_name,account_id,plan
+14155550100,Jane Smith,acc_001,premium
+14155550101,Bob Jones,acc_002,basicTalkr validates the file when you create the campaign (not while it's uploading):
- Every non-empty phone number must start with
+(country code) — E.164 format - Duplicate phone numbers in the same file are rejected
- If your agent has required template variables, the CSV must include a matching, non-empty column for each one
Max file size is 10 MB.
Advanced settings
Expand Advanced Settings on the create (or edit) page to configure how the campaign dials. On a brand-new organization these default to Talkr's built-in defaults; after that, they're pre-filled from your last created campaign's settings, so you don't have to re-enter them every time.
Concurrency
Max Concurrent Calls caps how many calls run at once. It can't exceed your organization's concurrency limit or the number of phone numbers on the selected telephony configuration — add more caller IDs to raise the ceiling.
Retry policy
Toggle Enable Retries to automatically redial contacts whose call didn't complete:
| Field | Purpose |
|---|---|
| Max Retries | How many times to retry a contact (0–10) |
| Retry Delay (seconds) | Wait time before a retry attempt (30–3600) |
| Retry On: Busy Signal / No Answer / Voicemail | Which outcomes trigger a retry |
Call schedule
Toggle Call Schedule to restrict when the campaign is allowed to dial. Pick a timezone, then add one or more time slots — each a day of the week with a start and end time. If scheduling is off, Talkr dials continuously once the campaign is started.
Circuit breaker
The Circuit Breaker automatically pauses a campaign when its call failure rate gets too high, protecting against wasted spend and telephony reputation issues from a misconfigured agent or bad contact list. It's on by default:
| Setting | Default | Description |
|---|---|---|
| Failure Threshold (%) | 50 | Pause when the failure rate within the window exceeds this percentage |
| Window (seconds) | 120 | Rolling time window the failure rate is calculated over |
| Min Calls in Window | 5 | Minimum calls required before the breaker can trip, to avoid false positives on small samples |
When the breaker trips, the campaign moves to paused and an entry is added to the campaign's Activity Log explaining why (e.g. failure rate and threshold). Resuming a campaign resets the circuit breaker's tracked failure window.
Circuit breaker settings aren't shown on the campaign detail page — only on Create and Edit. If a campaign pauses unexpectedly, check the Activity Log for a circuit_breaker_tripped entry.
Campaign lifecycle
| State | Meaning |
|---|---|
created | Set up but not started — the CSV hasn't been synced into call queue entries yet |
syncing | Start was requested; Talkr is parsing the CSV into queued calls |
running | Actively dialing |
paused | Stopped — manually, or by the circuit breaker; resumes from where it left off |
completed | All contacts processed |
failed | Encountered a fatal error |
Available actions depend on the current state:
| State | Actions |
|---|---|
created | Edit Campaign, Start Campaign |
running | Edit Campaign, Pause Campaign |
paused | Edit Campaign, Resume Campaign |
completed | Redial Campaign (once, if not already redialed) |
failed | — |
You can edit a campaign's name and advanced settings any time before it reaches completed or failed — the workflow, telephony configuration, and CSV can't be changed after creation.
Monitoring a campaign
The campaign detail page shows:
- Campaign Details — workflow, source file (click to download the original CSV), telephony configuration, state, and progress (
executed / queued) — plus, for redials, links between the parent and child campaign - Campaign Settings — concurrency, retry configuration, and call schedule (read-only here; edit via Edit Campaign)
- Activity Log — a timestamped, newest-first feed of state transitions, sync failures, and circuit-breaker events
- Campaign Workflow Runs — a filterable, sortable table of every individual call the campaign has made, with the same filters as an agent's run history
Redialing
Once a campaign reaches completed, you can Redial Campaign — this creates a new campaign that re-dials contacts whose last call ended in one or more outcomes you choose (Voicemail, No Answer, Busy — at least one required). Contacts who were successfully reached are skipped. A campaign can only be redialed once.
Downloading a report
Click Download Report on the campaign detail page to export a CSV of the campaign's completed runs, optionally filtered to a date/time range. The report includes run and agent identifiers, timestamps, phone number, disposition, call duration, every extracted template variable seen across the runs, call tags, and links to the transcript and recording.