Campaigns

Campaigns group accounts under a specific strategy and time period. They are the operational unit that triggers AI agents to start contacting debtors. The execution engine enforces campaign status: only Active campaigns within their date range can enqueue accounts for processing.

Creating a Campaign

1. Go to Campaigns and click Create Campaign.
2. Enter a name and objective.
3. Select a strategy to determine how accounts will be contacted.
4. Set the start and end dates.
5. Save. The campaign starts as a Draft.

TIP

You must assign a strategy before activating a campaign. The system will prevent activation without one.

Campaign Lifecycle

Status	Meaning
Draft	Created but not yet active. Accounts are not being contacted.
Active	The execution engine enqueues and processes accounts using the assigned strategy.
Paused	Temporarily stopped. Pending queue items are drained. No new contacts are made.
Completed	End date reached (auto-completed nightly) or manually completed.

Status Transitions

• Draft → Active — requires a strategy to be assigned
• Active → Paused — pending queue items for this campaign are automatically cancelled
• Active → Completed — manually complete the campaign
• Paused → Active — resume processing
• Paused → Completed — close the campaign
• Campaigns past their end date are automatically set to Completed by a nightly job

Campaign Detail Page

Click any campaign in the list to open its detail page. The detail page shows:

• Header — campaign name, status badge, strategy, date range, and action buttons (Activate, Pause, Resume, Complete, Edit, Delete)
• Progress bar — contacted accounts vs total accounts
• KPI cards — Total Accounts, Contacted, Promises, Recovered Amount, Contact Rate
• Accounts table — list of accounts in the campaign with score, status, and last interaction
• Enqueue button — manually enqueue all eligible accounts in this campaign

Managing Campaigns

• Activate — Start processing accounts. Requires an assigned strategy.
• Pause/Resume — Pause a campaign at any time. Pending dispatches are cancelled. Resume to continue.
• Complete — Manually close the campaign. Also happens automatically when the end date passes.
• Edit — Modify name, objective, strategy, or dates from the detail page.
• Delete — Remove the campaign. All accounts are unassigned and pending queue items are cancelled.

Enqueuing Campaigns

There are two ways to enqueue a campaign's accounts:

1. From the Campaign Detail page — click the "Enqueue Campaign" button
2. From the Execution page — select a campaign from the dropdown next to the enqueue button

When the auto_enqueue setting is enabled (in Settings → Automation), active campaigns are automatically enqueued on each scheduler cycle.

Best Practices

• Create separate campaigns for different portfolio segments (e.g., by amount range, days past due, or industry).
• Assign the most appropriate strategy to each segment — early-stage accounts respond best to soft strategies, while older debts may need intensive approaches.
• Use campaign dates to run time-boxed collection efforts with clear start and end points.
• Monitor progress through the campaign detail page KPIs to measure effectiveness.