# Calling campaigns

> Organize the audience, schedule, and limits used by an outbound agent.

A campaign defines **who**, **when**, and **how quickly** your agent calls. A receptionist answers its incoming number and does not need a campaign to receive calls.

## Prepare the agent

Create a **Calling agent**, configure and test its draft, then publish and activate a version. Check its outbound number and available usage.

In **Vista general**, **Autonomía en campañas** lets you choose **Pedir aprobación** or **Llamar por su cuenta**: ask for approval or call autonomously. Authorizing calls requires confirmation. The campaign must also be ready and in the appropriate state.

## Prepare the audience

In **Prospectos**, review contacts and CRM stages. You can import CSV lists; recognized columns include name, phone, website, city, industry, and email. Ten-digit phone numbers are interpreted as Mexican numbers.

Before calling, review imported contacts and the **No contactar** list. Campaigns check this list.

## Configure a campaign

In **Campañas**, select a calling campaign and review:

- **Name and agent:** a clear name and the correct outbound agent.
- **Audience or segment:** stages and criteria matching your goal.
- **Days and schedule:** the calling window.
- **Pace and concurrency:** daily volume and allowed simultaneous calls.
- **Retries:** handling unanswered numbers using available controls.

Review the audience before starting. Use limits shown by your account; entering a larger value does not expand your plan.

## Monitor operation

Check campaign status, **Llamadas**, and CRM outcomes. Busy shared numbers can cause calls to wait.

To stop new work, pause the campaign or agent as appropriate. Already accepted calls can continue.

## If a campaign is not calling

Check active agent, authorized autonomy, outbound number, valid audience, schedule, and plan limits. Inspect call details before repeating requests.

[Review calls →](https://docs.sidemex.app/en/agents/calls/) · [Troubleshoot an issue →](https://docs.sidemex.app/en/agents/troubleshooting/)

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https://docs.sidemex.app/en/agents/campaigns/
