Campaigns

Campaigns come in two kinds: Journeys work a list through Cold → Ready; Triggered programs fire automatically when a date or market signal matches. Here's how each works.

Triggered programs

Home anniversary and Equity check-in scan your whole warm database — no list to set up. Turn each On from Campaigns → Triggeredwhen you're ready. The daily sweep calls contacts who match the rule (tenure in the 5–9 year band for anniversary; a fresh comparable or equity signal for the check-in).

Alongside journeys

Triggered programs run in parallel with journeys. A contact is called at most once per day across both.

Journeys — what they are

A journey points the AI at a single list and runs the Annual Property Check-Up over it: a warm call that opens with a real nearby sale, gets the contact reflecting on their own place, and captures motivation and timing. Each contact moves one stage at a time — Cold → Curious → Reflecting → Considering → Ready — and the ones who reach Ready are handed to you in Leads.

Setting up a journey

1
Name it for the slice it works — e.g. “Toowoomba — Annual Check-Up”.
2
Choose the list it works. A list is required before a journey can start calling.
3
Choose which stages to work.Each stage (Cold, Curious, Reflecting, Considering) has a switch — turn a stage off and contacts at that stage are left alone. Every call uses your agency's one voice, set in Settings. Ready hands off to you; the AI doesn't call at that stage.
4
Save, then turn it Working.Saving just sets the journey up — nothing is called yet. When you're ready, open it and flip Working / Off to Working.

One Working journey per list

A list can only have one Working journey at a time — so two journeys never ring the same contact at once on the same list.

One journey or several?

Start with one. Reach for multiple journeys when the conversation should genuinely differ between groups — different stage mix, segment, or timing. If two groups would hear the same call, put them in one list under one journey.

When we can't reach someone

If a call goes to message bank, the AI doesn't leave a long robotic message or talk over the greeting. It leaves a short voicemail that just names your agency and your assistant — so the missed call shows up with a familiar name, not an unknown number — and then sends a follow-up text. The text is the real message: it says who's calling, what it was about, and invites them to reply or call back.

A contact can reply straight to that text and it comes back through the same conversation — so an unanswered call still turns into a two-way thread instead of a dead end.

What the text reads like

“Hi, it's {your assistant} from {your agency}. I was calling about a quick check-in on how the market's shifted since you bought. Reply to this text or give us a call.”

Stopping calls

Flip a triggered program to Off to stop its sweep.
Flip a journey to Off to stop its list calls.
Turn a single stage off to stop just that part of a journey.
Mark a contact Do not call to stop them everywhere.