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Quickstart

Learn how to create and launch a personalized outbound campaign in DronaHQ agentic platform for post-service feedback and follow-up calls. This guide covers campaign setup, recipient management, scheduling, and launch.

Prerequisites​

Before you begin, ensure you have:

  • A DronaHQ account with access to the agentic platform.
  • A phone number added to your organization (Phone Number dropdown → Add number if none exist).
  • An existing voice Agent configured and ready to handle calls. Note that only published agents and published changes to the voice agent will be reflected during calls.
  • Recipient information ready as a CSV file (up to 5 MB).
Add Campaign
Add Campaign

1. Create a Campaign​

Open New Campaign​

Navigate to Campaigns and click New Campaign to open the campaign setup panel.

Enter campaign details​

Provide the following information:

  • Campaign name*: Give the campaign a descriptive name (e.g., "DHQ Campaign").
  • Phone Number*: Select the number the calls will be placed from, or click + Add number to register a new one.
  • Select Agent*: Choose the voice agent that will conduct the calls.

Upload your contact list​

  • Click Upload CSV and select your file
  • Use Download template to get a correctly formatted starter CSV if you don't have one.
  • Once uploaded, a CSV Preview panel appears on the right showing the parsed contacts (e.g., contact_number, name, another_var) along with a row count.
  • Only valid rows are triggered—rows with malformed data are skipped automatically.
info

While adding phone numbers in the CSV, mobile number column must be in E.164 format, with a leading '+ and country code. For example, prefix Indian phone numbers with '+91 (e.g., '+919876543210).

2. Configure Call Settings​

Map properties​

Under Properties*, map each variable your agent expects (e.g., mobile_number) to the corresponding Select CSV column.

Click + Add More to map additional columns—for example, mapping a greeting column so the agent can personalize each call.

Set up auto-retry​

Enable Auto-retry unconnected calls to automatically redial contacts who weren't reached.

Configure the following options:

  • Retry on: Choose the outcomes that should trigger a retry, such as No Answer or Busy.
  • Maximum retry attempts: Set how many times a contact should be redialed.
  • Retry intervals (minutes): Define the wait time before each retry attempt (e.g., Retry #1 after N minutes).

3. Schedule the Campaign​

Configure when the campaign should run:

  • Timezone: Select the appropriate timezone (e.g., IST: India Standard Time (UTC +5:30)).
  • Start date & time: Pick when the campaign should begin.
  • Calling window: Set the daily From and To times during which calls are allowed to go out (e.g., 08:00 AM to 08:00 PM).
note

If scheduling is left disabled, the campaign launches immediately after creation instead of waiting for a start time.

4. Launch the Campaign​

  • Review the campaign name, phone number, agent, contact count, and settings.
  • Click Schedule Campaign to confirm.

If a start date and time were set, the campaign queues and begins dialing automatically at that time within the configured calling window. Otherwise, calling starts immediately.

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