Create an outbound calling campaign

Creating a campaign takes a few minutes. You choose which AI assistant makes the calls, which phone numbers to rotate through, which contacts to dial, and when calls are allowed. You can launch immediately or save as a draft and start manually later.

Open the Campaigns page

In the left sidebar, click Campaigns. Then click New Campaign in the top-right corner. A dialog opens where you fill in all campaign settings.

Set a campaign name

Enter a descriptive name in the Campaign Name field. The name appears in the campaign list and in your dashboard, so make it easy to identify (for example, “Q2 Enterprise Outreach” or “Trial Expiry Follow-Up”).You can optionally add a Description for internal reference.

Select an outbound assistant

Choose an assistant from the Outbound Assistant dropdown. Only assistants that have outbound calling enabled and at least one active phone number assigned appear here.

If the list is empty, go to Assistants → [your assistant] → Telephony, enable outbound calling, and assign an active phone number.

Choose outbound numbers

After selecting an assistant, all phone numbers assigned to that assistant appear as checkboxes under Which numbers do you want to use for outbound calling?All assigned numbers are pre-selected. Talkturo rotates through every selected number during the campaign. Uncheck any numbers you want to exclude.

Select a company and contacts

Campaigns target contacts that belong to a Company in your CRM. Select the company from the dropdown.Once you select a company, the Audience section appears. You have two ways to build your contact list:All eligible contacts — Talkturo automatically includes every contact in the company that has a phone number and is not marked Do Not Call (DNC). As you add new contacts to the company later, they are included if you’re using an evergreen campaign.Manual select — Browse and filter contacts in the company, then check exactly which ones to include. Use the Search, Lead Status, and filter options to narrow the list. Click Select all eligible to auto-select all callable contacts across all pages, or check contacts individually.

Check Has phone and Exclude DNC (both on by default) to avoid adding unreachable contacts. Contacts without a phone number or with DNC enabled are ineligible and cannot be selected.

Configure the schedule

Schedule Start (optional) — Set a date and time for the campaign to start automatically. The time is interpreted in the call window timezone you set below. Leave this field empty to save the campaign as a draft and start it manually.Keep open for new contacts — Check this box if you plan to add contacts to the campaign continuously via the API after it launches. When checked, the campaign won’t automatically move to Completed status once the initial contact list is processed.

Set the call window

The call window defines the daily time range during which Talkturo is allowed to place calls.

Field	Default	Description
Call Window Start	09:00	Earliest time calls can begin each day
Call Window End	17:00	Latest time calls can begin each day
Call Window Timezone	America/New_York	Reference timezone for the window

Calls that would start outside this window are held until the window opens again the next day.

Set concurrent calls and retry attempts

Field	Default	Description
Max Concurrent Calls	1	Maximum number of calls dialing at the same time (1–10)
Max Attempts/Contact	3	Maximum total dial attempts per contact before marking them complete

For retry delays and per-outcome retry settings, see Schedule and manage campaign timing.

Launch the campaign

Click Create Campaign. If you set a scheduled start time, the campaign status becomes Scheduled and starts automatically at that time. If you left the schedule empty, the status becomes Draft — click the play icon in the campaign list to start it manually.

Required fields

The following fields are required when creating a campaign through the UI or the API:

Field	Description
`name`	Human-readable campaign name
`assistantId`	ID of the outbound-enabled assistant
`companyId`	ID of the company whose contacts to dial
`fromNumberIds`	Array of phone number IDs to rotate through

API: create a campaign

You can also create campaigns programmatically. Send a POST request to /api/crm/campaigns with a JSON body. After creating the campaign, add contacts in a second request to /api/crm/campaigns/{id}/contacts.

POST /api/crm/campaigns
Content-Type: application/json
Authorization: Bearer <your-token>

{
  "teamId": "your-team-id",
  "name": "Q2 Enterprise Outreach",
  "assistantId": "asst_abc123",
  "companyId": "cmp_xyz456",
  "fromNumberIds": ["num_111", "num_222"],
  "description": "Follow-up calls for enterprise trial accounts",
  "scheduledStartAt": "2026-06-01T09:00:00Z",
  "callWindowStart": "09:00",
  "callWindowEnd": "17:00",
  "callWindowTimezone": "America/New_York",
  "maxConcurrentCalls": 3,
  "maxAttemptsPerContact": 3,
  "retryDelayMinutes": 60
}

A successful response returns { "success": true, "campaign": { ... } } with the full campaign object including its id. Use that id to add contacts:

POST /api/crm/campaigns/{id}/contacts
Content-Type: application/json
Authorization: Bearer <your-token>

{
  "contactIds": ["cnt_aaa", "cnt_bbb", "cnt_ccc"]
}

To add all eligible contacts from a company automatically, use the audience parameter instead of contactIds:

{
  "audience": {
    "mode": "all_eligible",
    "companyId": "cmp_xyz456",
    "hasPhoneOnly": true,
    "excludeDnc": true
  }
}

Get Started

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Create an outbound calling campaign

Required fields

API: create a campaign

​Required fields

​API: create a campaign

Required fields

API: create a campaign