Creating a Campaign

Click Create Campaign from the Campaigns listing to open the creation wizard. It has six steps: Basics → Provider → Audience → Template → Delivery → Review.

You can click Save Draft at any step — only the campaign name is required to save. Drafts are kept in your browser so an in-progress campaign survives an accidental refresh, and can be reopened later from the listing.

1. Basics

• Campaign Name — required, up to 40 characters.
• Channel — WhatsApp (the only supported channel today).
• Description — optional, up to 500 characters.

Name your campaign and choose a channel.

2. Provider

Choose the connected WhatsApp provider/number your organization wants to send from. If you haven't connected a WhatsApp number yet, you'll be redirected to set one up under your AI Agent's WhatsApp deployment settings first.

Choose the WhatsApp provider to send from.

3. Audience

Choose how to build your recipient list:

Mode	What it does
Select from list	Browse and search your existing Contacts, and check individual contacts — or select all contacts in your organization and exclude specific ones.
Upload CSV	Upload a .csv, .xlsx, or .xls file with Name and Phone columns (required) and an optional Email column. A sample file is available to download. Invalid or duplicate rows are reported, with a downloadable error report.
Select conditions	Build filter conditions on Name, Email, or Phone (contains / starts with / equals), combined with AND/OR logic. A live count of matching contacts updates as you adjust the conditions.

Choose your recipients from a list, CSV upload, or filter conditions.

Recipient limit

A single campaign supports up to 100,000 recipients.

4. Template

Pick an approved WhatsApp message template from the paginated list (it refreshes automatically every 5 minutes). Templates that aren't approved yet, or belong to a different provider, are shown but disabled with a reason. You can click Create Template to start a new one without leaving the wizard.

If your template contains , map each one to either:

• a static value you type in, or
• a contact field (name, email, or phone) that's filled in per recipient.

A phone-style preview renders your message using a sample contact so you can confirm it looks right before sending.

Pick an approved template and map its variables.

5. Delivery

Choose when to send:

• Send now — the campaign starts as soon as you launch it.
• Scheduled — pick a future date and time.

Send immediately or schedule for later.

6. Review

Review all your selections — name, provider, audience, template, and delivery time — then launch the campaign. Launching validates that:

• a provider is connected,
• the template is approved and all variables are mapped,
• the audience isn't empty,
• a schedule is set if you chose Scheduled.

Review your campaign before launching.

Once launched, track progress on the campaign detail page.