How to Set Up Your First AI Calling Campaign in 30 Minutes

The most common question we get from new Sreegen users: "How long does it actually take to get a campaign running?" The honest answer is 30 minutes for your first one, 10 minutes for every one after that. Here's the exact walkthrough.

Before You Start: What You Need

Gather these three things before opening the dashboard:

1. A contact list — CSV with at minimum: phone number, first name. Optionally: city, lead source, product interest. No DND numbers (Sreegen will flag duplicates, but you should pre-scrub).
2. Your qualification criteria — Write down the 3–5 things that make a lead "qualified" for your business. For EdTech: correct course interest, budget range, location. For NBFC: income bracket, employment type, existing EMIs. This defines your agent's decision logic.
3. A rough call script intent — Not a full script, just the outcome: "Introduce our MBA program, check eligibility, book a counsellor call." One sentence is enough to start.

Step 1: Create Your AI Agent (5 minutes)

In the Sreegen dashboard, go to Agents → New Agent. You'll configure:

• Agent name: Give it a human-sounding name. "Priya" performs better than "Bot-001" in contact rate tests.
• Language: Set your primary language. For multilingual campaigns, enable secondary languages — the agent will switch based on the lead's CRM city field.
• Voice: Choose from 12 Indian voice profiles across genders and accents. Listen to the previews and pick one that matches your brand's tone.
• Persona: One paragraph describing the agent's role and tone. "Priya is a friendly admissions counsellor for ABC Institute. She's warm, helpful, and never pushy."

Step 2: Configure the Script (10 minutes)

This is the most important step. Sreegen uses a hybrid approach: a structured intent flow (which you define) and an LLM that handles natural conversation within those guardrails.

The four parts of every script:

1. Opening: Identity + reason for calling in one sentence. "Hi, am I speaking with {name}? I'm Priya calling from ABC Institute regarding your inquiry about our MBA program."
2. Qualification questions: Your 3–5 criteria, structured as conversational questions. Not a form — an actual conversation. "Are you currently working or looking to pursue this right after your graduation?"
3. Value bridge: Based on the qualification outcome, a brief (2–3 sentence) tailored pitch. If working professional: emphasise weekend batches. If fresher: emphasise placement record.
4. Call to action: The slot booking offer. "I'd love to have our senior counsellor connect with you directly — do you have 15 minutes this Thursday between 11am and 1pm?"

Use Sreegen's script templates as a starting point. Most first-time users adapt a template rather than writing from scratch and have a working script in 8–10 minutes.

Step 3: Upload Your Contact List (3 minutes)

Go to Campaigns → Contacts → Import. Upload your CSV. Map the columns (phone number, name, any custom fields your script uses like city or product interest). Sreegen will automatically flag:

• Duplicate numbers
• Invalid number formats
• Numbers with recent call history in your account (to prevent over-calling)

Review the summary, resolve any flagged rows, and confirm the import.

Step 4: Set Your Campaign Rules (5 minutes)

This is where most first-time users underinvest. The campaign rules determine when calls go out and what happens if a number isn't answered:

• Calling window: Default to 9am–7pm. TRAI guidelines prohibit calls outside this window for commercial communications. Sreegen enforces this automatically, but it's good practice to understand the rule.
• Retry logic: Set maximum 3 attempts per number, spaced at least 4 hours apart. More than 3 attempts on a non-answering number is usually a bad signal and can trigger spam flags.
• Concurrency: How many simultaneous calls the agent should make. Start conservative — 10–20 concurrent calls — and increase as you validate call quality.
• DND handling: Sreegen auto-holds DND-registered numbers. Configure whether you want them excluded from the campaign entirely or held for manual review.

Step 5: Test Before You Launch (5 minutes)

Before going live on your full list, run a test batch of 10–15 calls. Use numbers from your own team or numbers you have explicit permission to test with. Listen to at least 3 full call recordings. Check:

• Does the opening sound natural and not robotic?
• Does the agent handle interruptions gracefully?
• Are qualification questions flowing logically?
• Is the slot-booking CTA coming at the right moment?

Most first-time users make 1–2 script tweaks after test calls. This 5-minute step saves you from learning on live leads.

Launch & Watch

Hit launch. The campaign will start dialling within 60 seconds. Open the live dashboard and watch the first calls come in. For the first hour, stay in the dashboard — if something looks off (very low answer rate, lots of early hang-ups), pause and investigate before continuing.

The Sreegen campaign dashboard updates in real time: contact rate, sentiment distribution, qualification outcomes, and slot bookings. By the end of your first 50 calls, you'll have enough data to make a first round of script improvements.

Your Launch Checklist