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This feature introduces real-time lead engagement and automated outreach through the Talk Call API, allowing users to instantly integrate new leads into ongoing campaigns and ensure continuous follow-up within critical timeframes. This update streamlines the process with API integration and predictive dialing, enhancing efficiency and effectiveness in lead management.

Purpose and Goals

The purpose of this release is to introduce and explain the new features of Campaign Version 2, specifically focusing on real-time lead engagement and campaign automation. The main goal is to empower users to secure new leads and instantly integrate them into long-lasting campaigns. This allows for continuous outreach within critical timeframes, ensuring that leads are engaged promptly and effectively. The video tutorial aims to provide a straightforward guide on how to set up these campaigns, utilize the Talk Call API, and automate the process of reaching out to leads using predictive dialing.

User Scenarios

  1. Real-Time Lead Engagement: Users who acquire new real-time leads can immediately dial out using the Talk Call API and add those leads into a campaign. This feature is crucial for ensuring that leads are contacted within the first few minutes, which can significantly increase the chances of conversion.
  2. Campaign Setup and Automation: Users can create a new campaign, configure it as a long-lasting one, and set the time zone and daily start time. This setup ensures that if a lead isn't reached during the initial call, the system will automatically continue outreach through a predictive dialing system.
  3. API Integration for Lead Posting: Instead of uploading a CSV file or selecting from an existing list, users can now post contacts directly to a campaign using an API call. The video demonstrates how to use tools like JPR (or any other API call service) to post new leads in JSON format to the campaign, streamlining the process and ensuring seamless integration.
  4. Campaign Customization: Users have the option to customize the campaign with different caller IDs and other settings, enhancing personalization and increasing the effectiveness of their outreach.
  5. Automation of Continuous Outreach: Once the campaign is set up, it will automatically reach out to newly added contacts. Users only need to start the campaign, and the system will handle the rest, maintaining consistent outreach with the Talk Call API and their selected persona.

Visuals and Media

https://www.loom.com/share/1972507d4ebd4064abab4396c96bbcdc?start_download=true