This guide provides a detailed walkthrough of how to set up and schedule an outbound voice bot campaign using the Smart Scheduler feature on the Sarvam Agents Platform. The Smart Scheduler offers a powerful and intuitive solution for launching automated outbound voice bot campaigns. It significantly streamlines the setup process by providing a direct, user-friendly interface to configure all aspects of a campaign. Instead of manually scripting or coding, you can effortlessly create target audience lists by uploading cohorts as CSV files.
1

Navigate to the Campaign Creation Page

The first step is to navigate from the main dashboard to the campaign creation section.
  1. From the “All Agents” Page, Navigate to Campaigns: The initial view shows a list of all created agents. On the left-hand navigation menu, under the “Deploy” section, click on “Campaigns” to proceed.
  2. Create a New Campaign using the Smart Scheduler: You will now see the main “Campaigns” page. To start a new campaign, click on the “Smart Scheduler” button.
Navigating to the Campaigns section from the main dashboard.
The main Campaigns page with the Smart Scheduler button highlighted.
2

Step 1: Agent Details

This section involves selecting the agent for the campaign and giving it a unique name and description.
  • Select an Agent: In the “Schedule campaign” window, click on the “Select an agent” dropdown menu to choose the conversational agent for this outbound campaign.
  • Enter Campaign Name and Description: Provide a “Campaign name” for easy identification and add a “Description” to provide more context.
Selecting a conversational agent from the dropdown menu.
Entering the campaign name and description.
3

Step 2: Cohort Setup

Here, you will upload the list of contacts (cohort) that the voice bot will call.
  • Upload Cohort: Move to the “Cohort setup” tab. Upload your contact file in CSV format.
  • Map Phone Number and Variables: It is essential to map the “Phone Number” field to the corresponding column in your CSV file. You can also map other columns and “Override default values” to customize the campaign for each contact, for example, by setting an “Initial language”.
Uploading a CSV cohort file.
Mapping the Phone Number field to the correct column in the CSV.
Overriding default values like initial language.
Final cohort configuration showing a mapped variable.
4

Step 3: Configure Date and Time

This step allows you to define the schedule for your outbound campaign.
  • Set Campaign Period: In the “Date and time” tab, you must select a “Start date time” and an “End date time” for the campaign to run.
  • Define Calling Hours: Choose the “Allowed days” of the week for making calls and specify the time frame during which “Calls allowed between”.
Setting the campaign period, allowed days, and calling hours.
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Step 4: Configure Retry Logic

Configure the retry logic for calls that are not successful on the first attempt.
  • Set Retry Conditions: Under the “Retry config” tab, specify the conditions for a retry (e.g., “Failed calls” or “Partial calls”).
  • Define Retry Parameters: Set the “Max retries” and determine the “Retry interval (mins)”.
Configuring the retry conditions, max retries, and retry interval.
6

Step 5: Review and Launch

The final step is to review all the configured settings and launch the campaign.
  • Review Campaign Details: Navigate to the “Review” tab for a summary of your configurations.
  • Launch the Campaign: After verifying that all details are correct, click the “Create campaign” button.
Reviewing all campaign settings before creation.