Campaign Context

How to use this page

1. 1

   Pick a campaign

   The left list shows the client's campaigns (archived ones are left out, except the Playbook campaign). Each row shows tags: Playbook, Live or Paused, Calling or No calling, and Email or No email, so you can spot missing context at a glance. A star marks the default for new campaigns. Select a campaign to open its context on the right.

2. 2

   Edit the Calling Context or Email Context

   Use the Calling Context and Email Context tabs above the editor. Each works exactly like the matching section on the campaign. The context shows one numbered card per section, each with a note on what belongs there and a character count; select a card's header to collapse or expand it, and use its toolbar for part headings, bold, italic and lists, and Fields to insert a prospect field or a contact custom field as {CF:Field Name}. In Sections view, Call script and Objection handling distinguish words to say from guidance in square brackets. Keep coaching instructions in brackets, such as [Pause for an answer]. Bracketed notes are shaded; a note on its own line also shows a Note label. Both script and notes remain editable. The styling does not change the saved text, and Markdown shows the brackets as plain text. Save, generate or regenerate, set how customized each call or email is and the email tone, and try it with Test teleprompter or Test emails. Calling Context generation omits voicemail sections, scripts and instructions from older source copy or guidance, while keeping your Additional information as written. A manual save does not remove existing voicemail text. Open campaign takes you to that section on the campaign itself. Select History to see every saved version with who changed it (for an agent, its reason and who approved it), and Show changes for the lines added and removed.

3. 3

   Import email copy from a file

   In Email Context, select Upload file. Choose a PDF, Word (.docx), TXT or Markdown file up to 10 MB. Review and edit the extracted text, then select Add to draft. Email steps and labeled sections are added to their matching sections; other background goes into Email campaign. Existing draft text stays in place. Review the combined sections, then select Save email context. Uploading or adding text to the draft does not save it or send an email. Cancel closes the upload without adding its text.

4. 4

   Choose the default for new campaigns

   In Default for new campaigns, pick a campaign, or None (new campaigns start empty). Focus the dropdown and press Up or Down to open it. If a search field appears, type to narrow the choices, then press Up or Down to enter the options. Use Up/Down to move, Home/End to jump to the first/last option, and Enter or Space to choose. Escape closes the menu without changing the value and returns focus to its button. Tab closes it and moves on. Reopening clears the search. Choosing an option saves the default immediately; wait for the confirmation. From then on, each new campaign for this client copies that campaign's Calling Context and Email Context, with their customization levels, email tone and email limit per prospect, when it is created. You can also select a campaign and choose Make default. Later edits to either campaign stay separate.

5. 5

   Copy a context to other campaigns

   Select the source campaign and choose Copy to campaigns. Tick Calling Context, Email Context or both, then tick the campaigns to copy to (Select all picks every other campaign). Each row says whether the copy adds or replaces that campaign's context, and a warning counts campaigns whose own text will be replaced. Choose Copy to N campaigns. The replaced text stays in each campaign's change history.

6. 6

   Practice the campaign

   On the Email Context tab, choose Practice call at the top to roleplay this campaign with your manager or an AI playing the prospect, using the live teleprompter. It works before launch and never counts toward campaign stats.

What the buttons do

Default for new campaigns

Picks the campaign whose Calling Context and Email Context every new campaign copies when it is created. None means new campaigns start empty. Read-only for client logins that cannot edit context.

Campaign list

Every campaign for the client with Playbook, status, Calling and Email tags. A star marks the current default.

Calling Context / Email Context tabs

Switch the editor between the selected campaign's calling and email context.

Sections / Markdown

Editors only. Switches the context between section cards and the exact saved Markdown. Both edit the same single document, which is kept in the section layout when you save. Your choice is remembered in this browser.

History / Hide history

Sits in the header of the Calling Context and the Email Context, and works the same in both. It swaps the editor for a list of every saved version, newest first, 25 at a time (Show older changes loads more). Each change shows who made it: Edited by a person, Generated by the person who pressed Generate, Restored by, a SalesHive update, or an Agent. An agent's change names the agent, who approved it and the Reason the agent gave; select the agent's name to open its chat beside the page. Show changes lists the lines added and removed, with unchanged lines folded. People who can edit the context also get Put this version in the editor, which loads that version into the editor without saving; review it, then save to keep it. Hide history returns to the editor.

Copy to campaigns

Opens the copy dialog for the selected campaign. Unavailable when it has neither context yet.

Make default

Makes the selected campaign the default for new campaigns. Hidden when it already is.

Open campaign

Opens the campaign on its Calling context or Email context section, matching the tab you are on.

Practice call

Shows at the top on the Email Context tab. Opens a practice call for the selected campaign, where your manager or an AI plays the prospect while you read the live teleprompter.

Upload file / Add to draft

For context editors in Email Context. Upload file opens a text preview; Add to draft appends the reviewed text to the current draft. Save separately to keep it.

Common questions