# Managing your campaign

After creating a campaign you land on the detail page, which gives you full control and visibility over its execution. This guide covers everything you can do from the campaign detail page and the campaign list.

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## Campaign Detail Page

The detail page includes four tabs: **Settings**, **Call Logs**, **Contact List**, and **Metrics**.

At the top of the page you will find:

* A **status capsule** showing the current campaign status.
* An **Active** toggle to enable or disable scheduled execution.
* A **Run** button to manually trigger the campaign for testing.
* A **Save Changes** button (on the Settings tab) that activates when you have unsaved edits.

{% hint style="info" %}
The **Active** toggle is disabled until you set a **Start Date** on the campaign. Configure your schedule first, then activate.
{% endhint %}

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-e62c03c827d0542eb2f1810545c8b56993f51d9e%2Fcampaign-detail-settings.png?alt=media" alt=""><figcaption></figcaption></figure>

***

## Settings Tab

The **Settings** tab lets you view and edit all campaign configuration after creation. It is divided into three sections:

### Basic Data

* **Campaign Name** — Edit the name that identifies your campaign.
* **Campaign Objective** — Update the optional description.
* **Agent** — Change the voice agent assigned to this campaign.

### Schedule & Attempts

All the same fields from the creation wizard (start/end dates, calling days, weekly schedule, time zone, max attempts, attempts per day) are available here for editing. See [Create a campaign](https://docs.dapta.ai/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/create-a-campaign) for details on each field.

### Advanced Settings

Expand the **Advanced Settings** accordion at the bottom of the Settings tab to access:

* **Batch Size** — Controls how many contacts are processed per batch. Set a value between 1 and 500 (default is 100).
* **Phone Number Rotation** — Toggle this on to rotate between multiple outbound phone numbers. Once enabled, select the numbers you want to use from the dropdown. Each number displays its nickname and SIP trunk status.

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-380e593b951581ca64c7e34c8de6b7c5c7a96a73%2Fcampaign-detail-advanced-settings.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Changes are not saved automatically. Click **Save Changes** in the top-right corner after making edits. If you try to navigate away with unsaved changes, a warning will appear.
{% endhint %}

***

## Call Logs Tab

The **Call Logs** tab shows a detailed record of every call attempt made by the campaign.

### Table columns

| Column                | Description                                                                               |
| --------------------- | ----------------------------------------------------------------------------------------- |
| **Phone Number**      | The contact's phone number. Searchable and filterable.                                    |
| **Disconnect Reason** | Why the call ended (e.g., User Hangup, Voicemail Reached). Filterable by specific reason. |
| **Status**            | The call's processing status. See the status table below.                                 |
| **Call Successful**   | Whether the call achieved its intended goal. Filterable by Yes/No.                        |
| **Duration**          | Length of the call, displayed in hours and minutes. Filterable by duration.               |
| **Credits**           | Credits consumed by the call.                                                             |
| **Date**              | When the call was placed. Filterable by date.                                             |

### Call statuses

| Status                  | Description                                           |
| ----------------------- | ----------------------------------------------------- |
| **queued**              | Call is waiting to be placed.                         |
| **created**             | Call record has been created in the system.           |
| **registered**          | Call has been registered with the telephony provider. |
| **in\_progress**        | Call is currently active.                             |
| **ended**               | Call completed normally.                              |
| **not\_connected**      | Call was placed but did not connect to the contact.   |
| **error**               | An error occurred during the call.                    |
| **failed\_rate\_limit** | Call was not placed because a rate limit was reached. |

### Call analysis data

Each call log includes analysis data that is generated after the call ends:

* **Call Successful** — Whether the agent completed its intended task.
* **User Sentiment** — The detected sentiment of the contact during the call.
* **In Voicemail** — Whether the call reached a voicemail system.
* **Call Summary** — An AI-generated summary of the conversation.
* **Custom Analysis Data** — Any additional data extracted based on your agent's configuration.

### Actions

* **Search** — Filter the logs by phone number or contact.
* **Download as Excel** — Export all call logs including call analysis data and dynamic variables as additional columns.
* **Refresh** — Reload the logs list.
* **View call detail** — Click the eye icon on any row to open the full call history for that contact in a new tab.

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-3e3d7a02414f546bdb8fb44203ce73c111a3ad3a%2Fcampaign-detail-call-logs.png?alt=media" alt=""><figcaption></figcaption></figure>

***

## Contact List Tab

The **Contact List** tab displays all contacts enrolled in the campaign.

### Table columns

| Column                 | Description                                      |
| ---------------------- | ------------------------------------------------ |
| **Phone Number**       | The contact's phone number.                      |
| **Attempts**           | Total call attempts for this contact.            |
| **Connected**          | Number of calls that connected.                  |
| **Successful**         | Number of calls marked as successful.            |
| **Credits**            | Total credits consumed for this contact.         |
| **Duration**           | Total call duration across all attempts.         |
| **Last Disconnection** | The disconnect reason from the most recent call. |
| **Last Call Date**     | When the most recent call was placed.            |
| **Created At**         | When the contact was added to the campaign.      |

### Row actions

Click the three-dot menu on any contact row to access:

* **Edit Contact** — Opens the CRM contact editor where you can update the contact's details.
* **Copy Contact ID** — Copies the contact's unique ID to your clipboard.
* **Remove from Campaign** — Removes the contact from this campaign. This does not delete the contact from your CRM.

### Bulk actions

* **Import CSV/XLSX** — Click the import button to upload a new file and add more contacts to the campaign. This opens the same property mapping interface used during campaign creation.
* **Download as Excel** — Export the full contact list including all mapped fields.
* **Refresh** — Reload the contacts list.

> **💡 Tip:** Click any contact row to jump directly to the Call Logs tab filtered by that contact, showing all their call attempts.

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-d140405a3311f6c115ce47f4a4060feb226922e9%2Fcampaign-detail-contact-list.png?alt=media" alt=""><figcaption></figcaption></figure>

***

## Metrics Tab

The **Metrics** tab gives you a complete performance overview of your campaign. Use the date range picker at the top to filter the data by time period.

### KPI Cards

Five summary cards are displayed at the top:

* **Credits Used** — Total credits consumed by the campaign.
* **Total Calls** — Number of call attempts made.
* **Contacts Called** — Unique contacts that were dialed.
* **Connection Rate** — Percentage of calls that connected.
* **Avg. Call Duration** — Average length of connected calls.

### Calls Made Chart

A line chart showing the number of calls made per day, broken down by disconnect reason. Hover over any data point to see a detailed breakdown. Click any label in the legend to show or hide that line.

### Contact Funnel

A horizontal funnel visualization showing:

* **Total Contacts** — Everyone in the campaign.
* **Connected** — Contacts who answered the call, with percentage of total.
* **Successful** — Contacts who completed the desired outcome, with percentage of total.

{% hint style="info" %}
A large gap between **Connected** and **Successful** may indicate issues with your agent's prompt or conversation flow. A large gap between **Total Contacts** and **Connected** may suggest calling at suboptimal times or dialing invalid numbers.
{% endhint %}

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-4a627904c4925985e00c33c99bfb14316041c6ad%2Fcampaign-detail-metrics.png?alt=media" alt=""><figcaption></figcaption></figure>

***

## Campaign List Actions

Back on the campaigns list page, each campaign row has a three-dot menu with the following actions:

### Edit

Opens the campaign for editing. If the campaign does not have a start date configured yet, it opens directly in the creation wizard at the scheduling step. Otherwise, it opens the campaign detail page.

### Duplicate

Creates a copy of the campaign with all its settings (name, agent, schedule, calling rules). The copy is created with:

* The name appended with **(Copy)**.
* The **Active** toggle set to **off**.
* No contacts — you need to import contacts into the new campaign separately.

### Delete

Permanently deletes the campaign. This action **cannot be undone**. A confirmation dialog will appear before deletion.

{% hint style="warning" %}
Deleting a campaign removes all its call logs and contact associations. Make sure to export any data you need before deleting.
{% endhint %}

***

## Search and Sort

The campaign list page includes:

* A **search bar** to filter campaigns by name.
* A **sort button** to change the list order — sort by **Name** (alphabetical) or by **Creation Date** (default, newest first).