Campaign Details

How to use this page

1. 1

   Open assigned campaign calls on the enabled client

   In My campaigns, open an assigned campaign to search its contacts and review status. An active campaign offers Open auto-dialer. This opens the normal calling workflow without placing a call. If no campaign is assigned, ask your team lead to assign you in campaign settings. Saved calls remain in contact history.

2. 2

   Recognize the assigned-campaign view

   On the enabled task-workflow client, BDRs see assigned contacts and campaign status rather than campaign configuration. Use Search contacts, Previous and Next, and My campaigns. Active campaigns offer Open auto-dialer subject to calling checks. Management settings and import controls below are not available in this assigned-work view.

3. 3

   Open and verify the campaign

   Open Outbound > Campaigns, choose the client, select a campaign, and confirm the campaign name and status before changing settings. The header shows the campaign name, with a Playbook Campaign badge beside it on Playbook campaigns. Pick a section in the side panel on the left; one section shows at a time, and the side panel shows the contact count beside Contacts and On or Off beside each agent in the Agents group. The header stays at the top while a section scrolls. The arrow and Campaigns link at the top of the side panel return to the list. The More actions button (three dots) beside the Active or Paused switch holds Saved inbound meetings (SalesHive staff), Open Playbook (Playbook campaigns) and Duplicate, which copies a non-archived campaign into a new paused campaign without its contacts or outreach history. The Active or Paused switch requires campaign-management permission and is unavailable for completed campaigns.

4. 4

   Review readiness and contacts

   Use Overview for totals and activity. The Reporting period bar at the top sets the window for every activity number: All time (the default), 7 days, 30 days, 90 days, or Custom, where you pick From and To dates and select Apply dates. Days follow Eastern time, and the period resets to All time when you reopen the campaign. The headline cards show Contacts (enrolled now), Calls (with talks), Emails (sent) and Meetings booked for that period. The line under each number gives the scope, and pointing at a card shows its full name. The Calls and Emails cards show a small trend line beside the number (point at it to see the count for one day, week or month); it is left out when there was no activity. Managed campaigns then show a Calling funnel and an Email results card for the period: a funnel from Sent to Clicked, Replied and Positive, each bar with its share of the step before, and beneath it Replies, Positive replies (or how many meetings were set by reply, when there are any), Emails clicked, Bounced (plus how many more were blocked) and Unsubscribed, each as a share of emails sent. The Activity chart, Call Outcomes and SDR Leaderboard follow the period too; the chart counts per day for up to about three months, per week up to two years, then per month. Contact Funnel and contact statuses always show the current picture. On Self-serve campaigns, Overview shows email results instead of calls: Delivered (emails sent minus bounces) sits beside Emails, then a row shows Opened, Replied, Bounced and Unsubscribed with each rate, and the Activity chart shows emails only. Contacts supports + Add Contacts (Add Individual or Import CSV), Search contacts, Filters, Load More, and Show all. Search by name, email, company or job title. For names, enter the first and last name together in either order; capitalization and extra spaces between name parts do not matter. Existing status and property filters still apply. Use Clear search on the search chip to remove only the search. In a Self-serve workspace Contacts has no Calls column (even from a saved column choice) and no Send to Files button, and Filters does not offer Sales Development Rep, Call Count or Days Since Last Call.

5. 5

   Check recipient email holds

   On Overview for a non-archived campaign, read Recipient email holds. Saved settings select Email Sender Agent or Scheduled outreach (legacy sequence), and the panel says when that lane is off. It checks up to 100 active enrollments, oldest first, excluding archived or trashed contacts. Read the three counts for known holds, incomplete evidence and no hold found. Each contact has at most one primary reason; when more contacts exist, these are sample counts, not campaign totals. Open Hold reasons and check details for the primary reason counts, snapshot time and limits of the check. Use Contacts to review held contacts and missing evidence. These are current saved-evidence checks, independent of the Reporting period.

6. 6

   Run the Email Sender Agent

   Open Email sender under Agents in the side panel (managed campaigns only); the side panel label shows On or Off. The Email Sender Agent card says it sends hourly on weekdays and has an On/Off switch. A line under it says what it does: it sends the campaign's first emails and the follow-ups in its sequence, while replies and follow-ups to potential meetings belong to the Email Responder. Switch it on and confirm to let the Email Sender Agent write and send this campaign's emails from the email context. If Paused for every campaign shows beside the switch, the agent is on for this campaign but its schedule is paused for all campaigns. Pills under the title show the campaign's customization level, its tone (No tone when none is picked) and Max per prospect, or No email context yet when there is none. Select Email context or Write email context to go to the Email Context section, where you change those settings. Mailboxes today lists each sender mailbox with Sent today and Daily limit (red, at limit, when full), and its header shows the emails left across them. Runs lists the Email Sender Agent runs that sent email for this campaign, newest first, with When, Mailbox, Emails here and Status (Running, Done or Failed), and its header totals this campaign's emails. The agent runs once per sender mailbox, across all of that mailbox's Email Sender Agent campaigns, so only runs that sent email for this campaign show here. Each run sends its share of the mailbox's room left today (at most 40), so sending spreads across the day and stops when the mailbox reaches its daily limit, which is never more than 150. Each mailbox sends one Email Sender Agent email every 2 to 4 minutes, so emails a run writes can go out a few minutes after it ends; they count as sent here once they go out. If every campaign a mailbox sends for has already used its own daily send limit, that mailbox gets no run until the next day. A mailbox with nobody due to email right now also gets no run that hour. Select a run's row to read its full chat in a panel on this page (see the next step). Archived campaigns show the switch read-only. The other agents' switches and runs are in the same Agents group (see the next step).

7. 7

   Switch the other agents on or off and check their runs

   Below Email sender, the Agents group in the side panel (managed campaigns only) lists Email responder, After call and, for SalesHive staff, Nightly review. Each section's header says when the agent runs and has an On/Off switch for this campaign, a line under it says what the agent does, and the side panel shows On or Off beside each one. All three are on by default. Switch one off and confirm to stop it on this campaign until you switch it back on. If Paused for every campaign shows, that agent's schedule is paused for all campaigns. Archived campaigns show the switches read-only. After call lists the After Conversation Agent's runs. It runs after each confirmed conversation, and once for a prospect nobody answered after every one of their numbers was dialed, when they are still uncontacted, have an email and were not emailed in the last three days. Hang-ups and wrong numbers never start it. Each row is one run, newest first: When, Contact (with the caller), Call result, Summary, Time (how long it took) and Status (Running, Queued, Done, Failed, Waiting, Stopped, Skipped, Not started in time or Could not start). Email responder lists the Email Responder's runs on this campaign's sender mailboxes, with When, Mailbox, Summary, Time and Status. It checks those mailboxes hourly, answers prospects who reply, and follows up with the campaign's potential meetings, calling-only campaigns included. A run on a shared mailbox can cover other campaigns' replies too. Nightly review lists the Nightly Campaign Review's runs with When, Summary, Time and Status; it reviews the campaign overnight when it had calls. Hover a row to read the whole summary. Select a row to open that run's chat in a panel on this page: its status, the brief folded under Brief, then the agent's messages and tool calls in order. SalesHive staff also get Open in Agents there to open the run on the Agents page. Press Escape, select the X or click outside the panel to close it. If your login cannot read that run, the panel says so. Each section shows 50 runs at a time; select Show older runs for more.

8. 8

   Write the email context

   Open Email Context (managed campaigns only). This one Markdown brief is what the Email Sender Agent and the After Conversation Agent write every campaign email from; there are no templates or sequences. Platform Only clients run their own campaigns and edit it like staff. Other client logins see it read-only: the settings, and the text as one card per filled section, show without the editor, Generate context and Save email context, with a note that your SalesHive team manages it and you can leave a note on it in your Playbook to request a change. Three settings sit on the editor's top row, left of the Sections / Markdown switch (read-only logins see them on their own row above the text). Pick Exact, Low, Medium or High in the Customization menu; each option's description shows in the menu, and hovering the menu shows the chosen one's. Pick Professional, Friendly, Casual or Direct in the Tone menu, or None to clear it; with no tone, emails keep the approved copy's own voice. On Exact a picked tone shapes only replies, and a note above the text says so. Then set Max emails per prospect (a whole number from 1 to 20; hover it to see what counts); it saves when you leave the box or press Enter. Customization and Tone save as soon as you pick. These settings save on their own, so an unsaved draft of the text stays as it is, and each change is recorded in Playbook History. In the text, use four section headings in this order: EMAIL CAMPAIGN (who you email, the sender, the offer, proof and the ask), EMAIL STEPS (each email in sending order with its timing, purpose and reference subject and body; a timing such as at least 6 days after Step 1 sets how long the Email Sender Agent waits before that step, and at least 6 days between steps sets it for every step), AFTER A CALL (the Asked for Info email and the follow-up after an unanswered call) and AVOID. How closely each email follows the copy comes only from the customization setting, so the old HOW CLOSELY TO FOLLOW THE COPY section is gone; an older context that still has it drops it on its next save, and the old text stays in change history. Edit it in four section cards, one per heading, with the same card toolbar and Markdown switch as the Calling Context, then select Save email context. The toolbar's Fields menu inserts a field filled in for each prospect when the email is sent, such as {FirstName}, {Company} or {Day}, or one of the client's contact custom fields as {CF:Field Name}. Saving keeps the text in the four-heading layout, sorting misplaced headings into place without changing your wording. To have it written for you, select Generate context (Regenerate context once text exists), add optional background and choose Generate and save. It saves your edits first, reads the calling context, the current email context, the email copy drafted in the Playbook and the campaign's saved email templates, a sample of enrolled contacts, Playmaker, the Playbook and client knowledge, then replaces the text, keeping the old text in history. Playbook or template copy counts as approved: each step carries over in order with its subject, body, A/B variants and merge tags. A new 4 to 5 step sequence is written only when there is no approved copy. Select Test emails to see the email a prospect would get: use Another prospect to change who it is for, pick a Step (First email, Follow-up 1 and so on), How customized and Tone (a dot marks each campaign setting; trying others here does not save them), then Write test email, Next prospect or Auto-play. The preview shows To, From and Subject, the body, and a Why this email note. It uses unsaved edits and never sends or queues. The counter shows length out of 50,000 characters, and saving is blocked over that limit. If the Email Sender Agent is not on yet, a note says to turn it on in Agents, meaning the Email sender section. If this text asks prospects for a different meeting length than the saved Calling Context, a note names both lengths and clears as you edit them to match. Client agents can also edit this text and keep the four headings. Their edit applies at once or waits in Approvals (labeled Campaign email context), depending on the Approve for me or Ask me setting, and the earlier text is kept in Playbook History.

9. 9

   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.

10. 10

    Pick the campaign's booking calendar (SalesHive team)

    Open Booking calendar on a managed campaign as SalesHive staff. Keep Use the client default or select a calendar under Booking calendar for this campaign. An unproven calendar offers no times. A proven selected calendar with Agents may book on it off can offer times only when its booking access checks pass; a person must book. Calendly also stops agent time offers after a known security rejection or when its connected account lacks required booking access. Read the failed check before trying again. An active campaign or default calendar is not skipped because proof or access is missing. With neither active, agents use an eligible round robin calendar. Staff handoff is available only for verified managed-outreach clients; Platform Only clients use their own team. Use All booking calendars below to add or edit a calendar, choose the client default, find booking links or Test open times. Test after changing the setup. A successful availability or practice form check does not prove Calendly will accept a booking. Client logins cannot manage this section; ask your SalesHive team to configure it.

11. 11

    Write a Self-serve email sequence

    Self-serve campaigns only. Open Email sequence. Email setup check reviews saved setup, lists issues and links to the pages that fix them. Setup checks passed means no issues were found in saved setup; recipient eligibility, suppression, sending hours and remaining allowance are still checked before each send. It does not confirm that any email was sent. Select Check again to repeat the check, or Try again if the check was unavailable. The button is disabled while Checking setup appears. This check reads saved domain authentication results and does not refresh DNS; follow Open email accounts for incomplete or outdated domain records. If no sender has any sending allowance today, it explains that new mailboxes start at 10 emails a day and ramp up, and that a held or disconnected mailbox sends nothing. The Enable Email Campaign Emails switch turns this campaign's scheduled emails on or off; it does not pause the campaign, which is the Active / Paused switch. Open 1 Sending setup (Edit setup) to choose Sending accounts, Min Days Between, Daily Send Limit, the Unsubscribe footer, Send on Weekends and Sequence Instructions. Under 2 Write your emails, pick Write templates (your copy with contact fields), Personalize templates (your copy plus a relevant detail) or Write with AI (an email for each prospect). With templates, use + Add Step and open each email to edit it; each email has its own save control. Fields in the email editor also lists your Contact custom fields, and the preview fills in each contact's value. With Write with AI, choose a contact in Contact Email Preview and select Generate Preview to see their emails. Settings save automatically. Once emails are sending, Cadence Performance shows each step's totals and replies.

12. 12

    See and filter the lists in this campaign

    On Contacts, open Lists in this campaign above the toolbar. It shows each List Name on the campaign's active contacts with a contact count, largest first, plus the total lists and contacts. When there are more than eight lists, use Search lists to narrow them. Choose a list to show only its contacts: this opens Filters with a List Name rule for that list, replaces any other List Name rule, and keeps your other filters. The chosen list stays highlighted.

13. 13

    Segment and act on campaign engagement

    Open Contacts, select Filters, and add Human-Likely Email Open or Human-Likely Link Click from Campaign Activity. Choose Yes to keep enrolled contacts with at least one matching event in this campaign that is not marked as a bot or likely scanner. Choose No to keep contacts without one. Combine these rules with other fields through All (AND) or Any (OR). The panel stays open while you scroll or expand contacts to check results; select Apply or Filters to close it. Review the full-campaign matching count, then use Dial This View (not on Self-serve campaigns) or Export CSV to carry the same exact segment forward.

14. 14

    Call or show a saved view

    When the campaign has saved views, they appear as buttons in the Saved views row of the Start a Dial Session card on Start calling, directly under the Call buttons. With no contacts yet, Start calling shows No contacts to call yet and an Open contacts button instead. The first four show directly; the rest sit under More. Click a view to narrow both the contact list and the gold Call button, which then reads Call followed by the view name. Click the active view again, or its X icon, to turn it off. Select the adjust icon on the active view to jump to Contacts with Filters open and its rules loaded. If you change its rules, search or statuses, the view shows edited and the button returns to Call Filtered View. To create a view, build rules in Filters and choose Save new filter. Clear all in the Filtered row removes the search, rules and selected view. Your last view is not remembered when you return.

15. 15

    Import contacts safely

    Open Contacts, choose + Add Contacts, then Import CSV. Select the file, check the field mapping (common column names, including a HubSpot contacts export, are matched for you) and choose Continue. Map Sales Rep when needed: an exact SalesHive user name or email creates a user link; an unmatched client rep name stays as text. For a client with hotel-location matching enabled, map Hotel Name to Company, Phone to Company Phone, and City/State to Company City/State. Keep unknown person names and emails blank. Map Hotel Location ID when supplied, using the same ID for repeat records of one property. Without an ID, the import needs the hotel name, city and state to establish one. Review the rows and import choices before submitting. The result separates created, updated and enrolled counts from contacts already in this or another campaign, previously removed identities, unmatched owners, Archive matches and remaining Trash matches.

16. 16

    Review import and enrollment choices

    Review the CSV mapping and Move contacts already in another campaign into this one separately; that setting controls moving existing enrollment. The first import keeps matching Trash and Archived contacts unchanged and reports their count. Recovery requires the separate Restore and Import choice in the results.

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    Review remaining Trash and Archived matches

    If results show matching contacts in Trash or archived, Keep in Trash, Keep Archived, or Leave Them when both matched, closes the result without restoring them. Restore and Import retries only those matching CSV rows for this campaign with the same settings, and a contact archived before Trash comes fully back. It does not repeat successful rows or restore unrelated contacts. Restored counts do not by themselves prove campaign enrollment or readiness to call or email.

18. 18

    Find the campaign settings

    Campaign settings holds the SDR, SDR inbox, Campaign Name, Recycle Days, Call Timeout, Max Dials Per Contact, Booking Instructions Override, AI Responder Reference Documents, Teleprompter (platform-only clients only), Call Recording, Call Consent Disclosure, Email Validation, Email Sending (managed campaigns only), Unsubscribe (Self-serve only), Engagement Tracking, the campaign signature and Override client disposition templates. Calling Context holds the campaign's calling language. In Email Sending, SalesHive staff tick the Sending accounts the Email Sender Agent sends from (each change saves right away, and Apply to all campaigns copies the same mailboxes to every non-archived campaign for the client), and set Daily send limit (blank means only each mailbox's own limit), the Unsubscribe footer, Send on weekends and Show the inbox unsubscribe button, which save on their own like the other settings. Email sender (under Agents) turns the Email Sender Agent on or off, and Email Context holds the brief both agents write emails from. On a Self-serve campaign, Campaign settings leaves out the calling and SDR controls (SDR, SDR inbox, Recycle Days, Call Timeout, Max Dials Per Contact, Teleprompter, Call Recording, Call Consent Disclosure and Override client disposition templates) and adds Campaign context: what you sell, who it is for and why they should care. The AI reads it when it writes and personalizes the emails in the sequence, and it saves on its own like the other settings.

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    Choose the campaign SDR inbox

    On campaigns with an SDR field, assign the SDR first and wait for that change to save. Under SDR inbox, click an email address in the visible list. Check the After saving preview, then select Save inbox assignment. After the Saved message appears, refresh the inbox to see the campaign label. Automatic uses the only eligible mailbox; if several qualify, choose an address explicitly. Refresh assignment reloads the saved choice after an SDR change or a save conflict. Labels appear while the campaign is active or paused. This choice does not change email sending or move messages.

20. 20

    Choose the inbox unsubscribe setting

    If you can edit this campaign, open Campaign settings. On a managed campaign, find Show the inbox unsubscribe button in Email Sending; on a Self-serve campaign, find Enable inbox unsubscribe button under Unsubscribe. Either one allows supported inboxes to show Unsubscribe beside the sender. It starts off, applies to every email this campaign sends and is separate from the Unsubscribe footer. Changes save automatically; confirm Settings saved and resolve any save error. Turning it on makes the option available to the inbox, which decides whether to display it.

21. 21

    Review email analytics

    Open Email Reporting > Email Analytics. Replies count campaign-attributed human inbound messages, while automated and system classifications are excluded. Human-likely opens exclude known bots and likely scanners. Image-proxy opens remain included in the directional open measure and are also broken out separately, so an open is not proof of inbox placement or a person reading. The Replies card splits replies by outcome (positive, meetings set, not interested), and a Bounced card shows hard bounces and the bounce rate, plus how many more emails were blocked or rejected and how many recipients unsubscribed after an email. The step tables add a Bounced column. Export CSV uses the current reporting filters and adds rows for reply outcomes, bounces, other delivery failures and unsubscribes, plus Bounced and Bounce rate columns for each step. The Clicks card shows every human click and, under it, the share of emails that got at least one click. The step and template tables show Clicks and a Click rate column on that same rule, so the rate stays at or under 100%; the CSV adds an Emails clicked column. When there are human clicks, the Clicks card has a See who clicked button that opens Clicks & warm leads. The step tables label each send in the Sequence column: Email Sender Agent for the Email Sender Agent's campaign emails, Potential Follow-up for follow-ups to Interested and Asked for Info prospects, which the Email Responder sends (earlier ones came from the Email Sender Agent; Step is the follow-up number) and After Call Agent for emails the After Conversation Agent sends. Rows with no step number read No step under Per email step. On managed campaigns the Sent by filter at the top offers All, Email Sender Agent, Potential Follow-up, After Call Agent, Post-Call and Auto-Cadence, and the summary cards split a count by sender (for example 60 Email Sender Agent and 40 After Call Agent) when at least two sender types sent email. Self-serve campaigns have no Sent by filter, and their CSV leaves out the Sender filter line. To request an all-time or dated CSV by email step, including archived campaigns, ask your project on Agents. Sign in with the correct client selected to open its campaign download link.

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    Browse sent emails

    Open Email Reporting > Email History. The tab label shows how many emails this campaign has sent. Search by contact, company, address, subject or sender, and select a row to open the sent-email preview. On a campaign with more than 2,000 sends, the list loads when you open the tab and shows Loading while it does; if it fails, select Try again. SalesHive employees also see an Agent run link under the sender on emails an agent sent (the Email Sender Agent or the After Conversation Agent); select it to open the run that sent that email. The message preview removes SalesHive open-tracking images, changes SalesHive tracked links to direct destinations and disables unsubscribe links in the body. Embedded images are omitted; a notice explains when they are detected. The stored and delivered email stay unchanged. If the full body has not synced, the window shows the saved snippet and a notice instead.

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    Find warm leads who clicked

    Open Email Reporting > Clicks & warm leads (or select a campaign’s Clicks number on the Campaigns list). It opens on People: cards for Clicks, Click rate (how many emails got a click, out of those sent), People who clicked and Clicked 2+ times, then one row per person with clicks, emails clicked, last click, last link and contact status. The list starts on Clicked 2+ times when anyone qualifies, since those are usually the warmest to call; switch to Everyone who clicked to see the rest. Search by name, company or email, narrow by date or sender, and select a name to open the contact. Select Download warm leads (or Download list) to save the people shown as a CSV.

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    Inspect individual open events

    Open Email Reporting > Opens to review collected open events separately from Clicks & warm leads. The default view hides known bots and scanners. Use Include bots & scanners when you need the raw stream, narrow the list to one sender type with Sent by (not shown on Self-serve campaigns), and apply the date fields. Each row shows time since send, contact, step (with the sender type under it, such as Email Sender Agent), source, location, device, IP, and classification. Open tracking is on by default for new campaigns, but changing the setting affects future sends and cannot recreate missing historical events.

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    Set a campaign-specific custom outcome

    In Campaign settings, turn on Override client disposition templates when this campaign needs rules that replace the client defaults. Expand or add a custom disposition, then combine a contact status action, campaign move, domain blacklist, connection reporting, Follow-ups reporting, Slack notification, and follow-up email as needed. Show as a Follow-Ups reporting tab is off by default and applies only to this campaign's effective override.

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    Blacklist a domain from a custom disposition

    Turn on Add domain to blacklist and save the templates. When an SDR later confirms that custom disposition on a call, SalesHive extracts the domain from the selected contact's email and adds it to this client's domain blacklist. The setting is off by default and does not change earlier call logs or contacts.

27. 27

    Review call reporting

    Use Call Reporting for results and Dial Sessions. Calls lists the newest 200 calls first; choose Show more under the table to add the next 200, and Search, Result and the date filters still cover every call. Rows in Calls and Dial Sessions stay on one line, so scroll the table sideways for more columns. In Dial Sessions, use the Dates boxes on the left (Clear resets them) to narrow sessions by start date, and the On call now button on the right to show only sessions on a live call; it turns orange and reads Showing on call now. Click a session row to open its calls and emails, which use the same compact rows, one-row player and colored result labels as Calls. Each call row plays its recording in a one-row player (-10, play, +10, seek bar, time, speed and download) and shows the call time as a short date such as Oct 6, 7:22 AM. In Calls, use the Result dropdown to correct a historical disposition. The menu includes Did Not Answer, Busy Signal, Wrong Number, Prospect Hung Up and current conversation outcomes. Choose NTRP to keep that result on the call and move the associated contact to Unqualified. Retired NTRP - Sent Info remains visible as the current value on older rows but is not a new choice. Directed to Corporate records an explicit redirect to the company corporate office or central team. Across all clients, it also moves an eligible active contact to Not Decision Maker and removes that person from regular calling. Existing meetings, removals and blacklists stay unchanged; other contacts at the company stay available. Wrong Number and Invalid Number also remove the dialed number from calling when that saved number has not changed. A corrected result also realigns the expanded Notes text so it follows the final disposition instead of a contradictory AI summary. Separate AI analysis and SDR context remain stored as their own evidence. Authorized supervisors can use Shadow, Guide, or Join In. Score, Rating and automatic Coaching are no longer displayed for any viewer. Operational results, summaries, recordings and transcripts remain available. In the live supervisor window, a saved active-session pause shows Session paused with its elapsed pause duration. This is separate from the call or audio-connection state and updates as the session is checked. For All results: Focus the selector 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 only the menu without changing the value and returns focus to its button. Tab closes the menu and moves on.

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    Review a finalized call note

    Expand a call in Call Reporting and read Notes for the final operational explanation. An unchanged analyzed outcome can keep its AI summary and optional SDR context. A corrected outcome follows the saved disposition and uses SDR context when available, so the final note does not contradict the result. Separate operational summary, transcript and analysis evidence retain their access rules. Automatic coaching and ratings are no longer displayed.

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    Read transcript speaker labels

    Open Call Reporting > Calls and expand a call. Live role-aware transcripts show SDR and PROSPECT. Historical or inbound transcripts may retain neutral labels such as SPEAKER A when the role is unknown. Stored transcripts and summaries preserve the represented client name while protecting the prospect company name. New outbound calls use the saved live Dialer transcript only. SalesHive does not create another transcript from the recording, even if live capture is missing. An available recording can still be played. Existing historical transcripts and their speaker labels remain available.

30. 30

    Read campaign calling outcomes

    Not shown on Self-serve campaigns. Open Overview, choose a Reporting period, and read the Calling funnel from top to bottom: Dials, Answered, Human pickups, Conversations and Meetings booked, each bar with its share of the step before. Overall answer rate, beneath the funnel, counts answered calls, including voicemail and phone systems. Human or Target Pickup Rate requires pickup evidence, and Qualified Conversation Rate uses the client-performance outcome set. Referral, Not Interested, and Unqualified increase Qualified Conversations. Blacklisted Contact, Domain Blocked, and Prospect Hung Up can prove a human pickup without increasing Qualified Conversations. Wrong-phone and unresponsive outcomes increase neither measure. Dial Session Talks and average call duration use the Qualified Conversation set.

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    Report a campaign-specific custom outcome

    After Override client disposition templates is on, expand the custom outcome and select Show as a Follow-Ups reporting tab. Save templates. Authorized employees receive a read-only Follow-ups tab when this campaign's override is the effective configuration. A contact appears only while the outcome is its latest completed call. No callback, Pending action, Calendar entry, or Dialer task is created.

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    Read native campaign call metrics

    Overview call counts and rates use native CRM dialer rows. Call history copied from the old platform remains available in Calls for audit, but it is excluded from CRM dial totals, talk rates, average call duration, and the 30-day call activity chart. Imported rows with no source result are labeled Legacy (no disposition), and unmatched legacy results are labeled Legacy (other), so missing evidence is not presented as a real campaign outcome.

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    Set a signature for this campaign

    Open Campaign settings and enable Override client email signature. Edit the signature, then select Save signature. It applies to this campaign's emails, including meeting confirmations and hand-offs. Sender fields use the sending mailbox; company fields still use the client account. To represent a different company, replace its name, website, and logo directly. Turn the override off and select Save signature to return to the client default. Other campaigns keep their own settings. Paste, upload or drop in a logo. Select the image and drag its bottom-right handle to resize it, or drag the image itself to move it within the signature. Select Save signature to keep the changes. On the enabled owner-based client, a configured owner default signature takes precedence for owner-based outreach; the campaign or client signature remains the fallback.

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    Export individual open or click events

    Open Email Reporting > Opens, or Clicks & warm leads and then Every click. Choose the date range, Sent by, and whether to Include bots & scanners, then select Export CSV. The download includes every event matching those filters across all result pages, with contact name, contact and recipient emails, company, UTC time, URL, cadence step, variant, sequence, and classification. Repeated events from one contact remain separate rows. If loading fails, SalesHive reports an error instead of downloading a partial report.

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    Practice the campaign

    Open Practice under Calling in the side panel (managed campaigns only). Pick Call a phone (your browser rings any number and whoever answers plays the prospect), Simulator (an AI answers as the prospect) or Send a link (someone joins from their browser and sees your teleprompter), then choose Start. The practice call page opens with that way already picked. Practice never dials prospects and never counts in campaign stats, and a paused campaign stays off. Below the options, the Practice your calls card appears when assigned call practice is available: choose Launch simulator. An eligible Ready or In progress assignment opens directly only when its reviewed pack matches this campaign script. An actively assigned SDR with live staffing can also launch from a published, reviewed, complete practice pack that matches the campaign, even without an existing assignment. If setup or script review is required, ask your manager to prepare or update the pack. Saved practice calls at the bottom lists this campaign's recorded practice calls.

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    End a stuck session when recovery is available

    Authorized SDR Managers, Hiring and Training Managers, Admins and Executives can use this control within existing client and team access when recovery is available. Read-only strategist access does not grant it. Close the SDR dialer first. In Supervise or the available recovery review, enter a reason of 5 to 500 characters, select Force End Session, and review the Force end session confirmation. This can close a session with unfinished results or follow-up work, while preserving saved calls, notes, meetings and email records for later review. It does not guess outcomes, send emails or complete unfinished work. Calls and any recorded phone conference must be verified ended. Recent browser or work activity, missing evidence, changed session data or unverifiable calls keep the session open. Follow the displayed explanation and request support review when needed. Wait for confirmed closure, then refresh the EOD report. Recorded disconnect and later meaningful activity determine the recovered end time where available; pause accounting is preserved. Existing screenshots may show earlier recovery labels.

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    Manage permitted disposition overrides

    On the enabled task-workflow client, authorized team leads can edit non-meeting disposition copy, labels and attachments across the supported standard non-meeting disposition emails when this campaign's overrides are enabled. Meeting and existing custom copy edits preserve routing and actions. BDRs cannot edit these templates.

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    Check campaign signature image sizes

    For authorized editors, Image sizes offers 200px, 320px, 450px and 600px presets, Original after the image loads, and Custom width. Enter a custom width and press Enter or leave the field. Proportions stay locked. Larger images are allowed. Show narrow preview displays a 320px content area for checking readability and sideways scrolling; email apps may render differently. Review any warnings, then select Save signature to retain edits. An automatic Company logo without an explicit saved size starts at 200px wide. Image sizes exposes that logo for adjustment; existing explicit sizes are retained. Save signature remains required. In sent and test emails, the uploaded company logo is trimmed of blank borders and shown within 200 by 48 pixels, whatever size is set here. The saved logo file does not change.

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    Edit the Calling Context

    Open Calling context in the side panel (managed campaigns only). This one editor, headed Campaign calling context, is the campaign's calling reference: four sections in this order: CALL SCRIPT (opener, pitch, questions and close), OBJECTION HANDLING, COMPANY INFORMATION, then ADDITIONAL INFORMATION for your team's own notes. Callers and the teleprompter use only this text. Platform Only clients run their own campaigns and edit it like staff. Other client logins see it read-only, as one card per filled section, without the editor, Generate context and Save context, with a note that your SalesHive team manages it and you can leave a note on it in your Playbook to request a change. On the editor's top row, left of the Sections / Markdown switch, pick Low, Medium or High in the Customization menu; each option's description shows in the menu. It sets how closely the teleprompter follows the written lines on the dialer. Your pick saves right away on its own, without touching an unsaved draft, and is recorded in Playbook History; read-only logins see it but cannot change it. Edit it section by section: each of the four sections has its own numbered card with a note on what belongs there and a character count (select a card's header to collapse or expand it), and each card's toolbar has Part heading, Bold, Italic, Bulleted list and Numbered list, plus a Fields menu at the right that inserts a contact, company or caller field, or a contact custom field as {CF:Field Name}, filled in for each prospect on the call. Choose Markdown at the right of that row to see and edit the exact saved text, or Sections to go back to the cards; this browser remembers your choice. Then choose Save context. It is still one Markdown document, kept in the four-section layout when saved, so callers, agents and the teleprompter read the same words. When an agent edits it, it writes the same Markdown headings. The counter shows text length out of 20,000 characters and turns red over the limit, when Save context is unavailable. Generate context or Regenerate context opens the Generate campaign calling context dialog with an optional Background for this generation box. Generate and save saves your edits first, reviews the current context and its call script, the campaign name, the Email Context and email copy, an enrolled-contact sample, Playmaker, Playbooks, client knowledge and the official website, then saves the reviewed replacement in the same four sections, with section and part headings. Generation keeps approved call script wording except voicemail material, requested changes and corrections to conflicting approved facts. It omits voicemail sections, scripts and instructions even when older copy or the generation background includes them. Your Additional information section is kept exactly as written. A manual Save context does not remove existing voicemail text. Generation can take a few minutes; review every fact afterward. The replaced text is kept in change history, whether you generate or use Save context. Opening the section alone does not generate context. Select Test teleprompter to try the context before a real call: pick a Tone, a Customization level (the dot marks the campaign setting; trying another level here does not save it) and a Conversation mode (Each question fresh or Keep the call going), then select a question under Written for this campaign or Every cold call, or use Random question, Next, Auto-play or your own line. New questions writes a fresh set and Reset starts over. It uses unsaved edits too and never dials. To roleplay a call, use Practice under Calling in the side panel. For editors, if a note says the call script, email copy or campaign Playbook changed after this context was written, regenerate it, edit and save it, or choose Context is still accurate once you have checked it. In every other section, the same note appears under the header with a Review context button that opens Calling context. A separate note appears when this text and the saved Email Context ask prospects for different meeting lengths, for example a 20 minute call here and 15 minutes in the email context. It rechecks as you type and clears once the two share a length; Context is still accurate does not clear it.

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    Open a sales demo simulator

    On a generated Sales demo campaign, authorized internal users see Call Simulator Contacts. Review the generated Calling Context (call script first), company facts and any research warning, then open the separate demo workspace. Choose a fictional buyer and answer mode there. Opening the link does not start the call. Ordinary campaigns retain their existing Dialer controls.

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    Test the saved campaign signature

    Authorized editors can open Campaign settings, then Test signature. Save signature changes first. Choose a sending mailbox and confirm Send test to, which starts with your own email address. Send test email sends a real message using the saved effective campaign signature and selected mailbox details. It does not change campaign settings. Check the inbox result, including sender details, logo and links. Text fonts follow the sample message and may differ from a campaign email. If mailboxes fail to load, close and reopen the test controls. SDRs cannot send signature tests.

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    Configure campaign disposition Ccs

    In the campaign disposition email settings, enable campaign overrides when authorized and expand the required template. Enter valid comma-separated addresses in Extra Cc (optional), then save the disposition settings. Standard follow-ups and meeting confirmations support this field; custom templates show it when subject or body content exists. These recipients are copied when an SDR sends the template from Email caller on an inbound call. The After Conversation Agent's emails do not add these Ccs. Check recipients before saving.

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    Select all matching campaign contacts

    Use Select all matching contacts to collect the entire filtered result, including unloaded pages. Wait for Selecting all matching contacts to finish and check the selected count. Changing filters clears the selection. Move to Campaign and Remove process large selections in batches. If work stops, read the confirmed count: contacts without a confirmed result remain selected. Review the remaining selection and current records before retrying. Selecting alone changes no contact.

What the buttons do

Email sender

Side panel section under Agents, labeled On or Off. Holds the Email Sender Agent's On/Off switch for this campaign, a line saying what it sends, pills for its customization level, tone and most emails per prospect, the Email context or Write email context button, Mailboxes today (sent today and daily limit for each sender mailbox) and Runs, the runs that sent this campaign's email (each run works one mailbox across all of that mailbox's Email Sender Agent campaigns). Select a run to read its chat in a panel on the page. Not shown on Self-serve campaigns.

After call

Side panel section under Agents on managed campaigns, labeled On or Off. Its header has the After Conversation Agent's On/Off switch for this campaign (on by default). Below it, the agent's runs for this campaign, newest first, with the contact, caller, call result, summary, time taken and status. Select a row to open the run's chat in a panel on the page. Show older runs loads 50 more.

Email responder

Side panel section under Agents on managed campaigns, labeled On or Off. Its header has the Email Responder's On/Off switch for this campaign (on by default; off leaves replies from this campaign's prospects for the team and stops follow-up emails to its potential meetings), with a line under it saying what the agent does. Below it, the responder's runs on this campaign's sender mailboxes, with the mailbox, summary, time taken and status. Select a row to open the run's chat in a panel on the page. Show older runs loads 50 more.

Nightly review

Side panel section under Agents, SalesHive staff only, labeled On or Off. Its header says when the review runs and has the Nightly Campaign Review's On/Off switch for this campaign (on by default; off leaves the campaign out of the overnight review). Below it, the review's runs for this campaign with the summary, time taken and status. Select a row to open the run's chat in a panel on the page. Show older runs loads 50 more.

Run chat panel

Opens on the right when you select a run in any Agents section. Shows the run's status, the brief folded under Brief, and the agent's messages and tool calls. Open in Agents (SalesHive staff) opens the run on the Agents page; the X, Escape or a click outside closes the panel.

Email context

The campaign's one email brief, edited like the Calling Context, with three settings on the editor's top row, beside the Sections / Markdown switch: Customization (Exact, Low, Medium or High), Tone (Professional, Friendly, Casual, Direct or None) and Max emails per prospect. Save email context keeps your text edits; the settings save on their own. Generate context or Regenerate context writes it for you, and Test emails opens the Email test drive. Reload saved email context appears if loading or saving fails. The Playbook shows this same brief in two sections: Email Context for campaign copy and settings, and Call Follow-up Emails for After a call copy. Its Save email changes button saves both panels together. Client logins see the text and settings read-only, except Platform Only clients, who edit them. Not shown on Self-serve campaigns.

Booking calendar

Picks the calendar the Email Sender Agent, After Conversation Agent and Email Responder use for this campaign's open times and bookings, or the client default, and lists all of the client's booking calendars. SDRs also see this calendar, its booking link and next open times on the Campaign Dialer's Meeting Instructions tab. Not shown on Self-serve campaigns. Managed by SalesHive staff.

Email sequence

Self-serve campaigns only. Sets up sending, the scheduled email steps and a contact preview. The ?tab=cadence link opens it; on managed campaigns that link opens Overview. Email setup check reports saved setup issues. Check again repeats that read-only check; Try again retries an unavailable check. Neither button activates the campaign or sends an email.

Email Sending (Campaign settings)

Managed campaigns only. Sending accounts (the mailboxes the Email Sender Agent sends from, with a selected count, Select all or Clear all, Search mailboxes once there are eight or more, and Apply to all campaigns), Daily send limit, Unsubscribe footer, Send on weekends (when off, emails wait for Monday, Eastern time) and Show the inbox unsubscribe button. Mailbox checkboxes are for SalesHive staff.

Campaign context (Campaign settings)

Self-serve campaigns only. A short description of your offer and buyers that the AI uses to write and personalize every email in the sequence. Saves on its own.

Email Reporting / Email Analytics

Shows campaign-only sends, human replies with their outcomes, human clicks, directional human-likely opens (with image proxies and scanners broken out), bounces, other delivery failures and unsubscribes.

Clicks & warm leads

Email Reporting tab for campaign clicks. People lists one row per person who clicked; Every click shows each click event with date, Include bots & scanners and (on managed campaigns) Sent by filters (Email Sender Agent, Potential Follow-up, After Call Agent, Post-Call or Auto-Cadence).

Opens

Shows campaign open events separately from Clicks & warm leads with the same date, bot or scanner, and (on managed campaigns) Sent by controls.

People / Every click

Switches Clicks & warm leads between the per-person list and the per-click event log.

Clicked 2+ times / Everyone who clicked

Chooses who the People list shows. The matching summary cards do the same. Clicked 2+ times is the default when anyone has clicked twice.

Include bots (People)

Adds bot and scanner clicks to the People list and its counts. Clear filters resets the dates, sender and this box.

Download warm leads / Download list

Downloads the people currently shown (after search and filters) as a CSV with name, email, title, company, clicks, emails clicked, warm lead, first and last click (UTC), last link and status.

See who clicked

Appears on the Email Analytics Clicks card when there are human clicks. Opens Clicks & warm leads.

Include bots & scanners

Adds known automated engagement to the Clicks or Opens event stream for raw review.

Export CSV

Exports the current campaign email reporting view.

Override client disposition templates

Uses campaign-specific disposition actions and copy instead of the client defaults.

Add domain to blacklist

For a custom disposition, adds the selected contact's email domain to this client's domain blacklist when a future call is saved.

Add custom disposition

Creates a campaign-specific call outcome with optional status, campaign move, domain blacklist, reporting, Slack, and email actions.

Save templates

Saves the campaign-specific disposition override.

Load More / Show all

Load More fetches the next batch of matching contacts. Show all expands the table past the first loaded rows.

+ Add Contacts

Opens Add Individual, Import CSV, and Test Contacts for this campaign.

Import CSV

Opens CSV upload, mapping and final review. The first import leaves matching Trash and Archived contacts unchanged and reports the count before offering a separate recovery choice.

Keep in Trash or Keep Archived

Closes the result without restoring the matching contacts. The label follows what matched: Keep in Trash, Keep Archived, or Leave Them when both did. Other completed import work stays saved.

Restore and Import

Restores and retries only the CSV rows that matched Trash or Archived, using the same settings and existing recovery checks. Results then show Restored from Trash and Restored from Archived counts.

Result

Corrects a saved call disposition using current dialer outcomes, including Did Not Answer, Busy Signal, Wrong Number and Prospect Hung Up. Retired results remain visible on older calls but are not new choices. NTRP moves the contact to Unqualified; other call-only outcomes normally leave contact status unchanged. A third qualifying Prospect Hung Up sets No Interest. For SDRs on a booked contact, an objection or No Longer at Company cancels an upcoming meeting, and a result that would otherwise drop the meeting is refused with a message, leaving the call and contact unchanged.

Show as a Follow-Ups reporting tab

For a campaign custom disposition override, exposes the latest matching call outcome in an employee-only read-only Follow-ups tab.

Filters

Opens the inline Filters panel for building campaign contact segments, including Human-Likely Email Open, Human-Likely Link Click, Days Since Last Call and List Name rules. On this page List Name is a pick-list of the campaign's lists (Is any of or Is none of), and Contains or Does not contain still match partial names. The panel stays open while you scroll, expand contacts or click elsewhere; select Filters again or Apply to close it. Self-serve workspaces are not offered Sales Development Rep, Call Count or Days Since Last Call.

Send to Files

On the Contacts tab when the campaign has contacts. Copies the campaign's live contact roster to the client Files tab as a CSV named after the campaign plus agent roster, so agents can review it. Not shown in a self-serve workspace.

Lists in this campaign

Expandable panel on Contacts listing each List Name on the campaign's active contacts with its count. Select a list to filter the table to it.

Saved views

One-click buttons directly under the Call buttons in the Start a Dial Session card on Start calling for this campaign's saved views, with extras under More. Click to apply a view to the contact list and the gold Call button, click the active view or its X icon to turn it off, or use its adjust icon to open Filters on Contacts with those rules.

Dial This View

Opens the Campaign Dialer with the full current search, status, and property segment. The Dialer rechecks the campaign rules and all normal calling safeguards. Not shown on Self-serve campaigns, where calling is not on the plan; Call Selected is hidden there too.

Contacts Export CSV

Downloads the full current campaign contact segment, including campaign-specific engagement rules, rather than only the visible page. On Self-serve campaigns the field picker leaves out Sales Development Rep ID, Calls, Current Campaign Last Call and the Legacy Mongo meeting fields.

Override client email signature

Enables an editable signature for this campaign. Select Save signature to apply the change.

Save signature

Saves the campaign override, or restores the client default when the override is off.

Every click / Opens Export CSV

Downloads all filtered engagement events with contact details, including results beyond the visible page.

Launch simulator

Opens a matching current practice assignment, or prepares one from an eligible reviewed pack for an actively assigned SDR with live staffing. Opening simulator... means wait for the request to finish.

Inbox unsubscribe button

Show the inbox unsubscribe button (Campaign settings > Email Sending) on managed campaigns, or Enable inbox unsubscribe button (Campaign settings > Unsubscribe) on Self-serve. Default-off choice that allows a supported inbox to show Unsubscribe beside the sender for this campaign's emails. Saves automatically and does not change the footer.

Force End Session

For authorized internal managers, opens explicit confirmation to close a disconnected session after call-ending checks. A reason is required. Saved and unfinished work is preserved for review.

Image sizes

Adjusts each available image using a preset, Original or Custom width. Save the signature afterward.

Show narrow preview / Hide narrow preview

Shows or hides a 320px content preview without sending email.

Save context

Saves the Calling Context. Unavailable while nothing has changed or the text is over 20,000 characters. Generation background is entered in the generation dialog.

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. Client logins can open it read-only.

Section cards and Sections / Markdown

The Calling Context and Email Context show one numbered card per section; select a card's header to collapse or expand it. Each card's toolbar has Part heading, Bold, Italic, Bulleted list and Numbered list. Part headings show in the brand orange, as they do in the Dialer. 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. The Sections / Markdown switch sits at the right of the editor's top row, with the context's settings at the left. Markdown shows the exact saved text for direct edits, with a line listing the section headings in order, and Sections returns to the cards. Both edit one Markdown document, which agents and the teleprompter read as plain text.

Generate context / Regenerate context

Hidden for read-only client logins. Opens generation for the selected context. For Calling Context, Generate and save puts the call script first, omits voicemail material and preserves Additional information. For Email Context, it saves current edits first, then regenerates the shared email brief, including After a call, with the previous text kept in History.

Test teleprompter / Test emails

Open the Teleprompter test drive from Calling Context or the Email test drive from Email Context in a window. Each test is for one prospect, shown on a card with their title, company, industry, location and size. Enrolled contacts come first, marked In this campaign; with fewer than three enrolled, fictional prospects built from the client's targeting fill in, marked Target-market sample with a note on why they fit. Both try your current text, including unsaved edits, and never dial, send or queue anything. Available to people who can manage campaigns.

Teleprompter on / Teleprompter off

In Campaign settings, shown only for platform-only clients and never on Self-serve campaigns. Turns the live Teleprompter on or off for this campaign's calls. When off, the Dialer shows only the campaign's calling context, with no suggested replies. It saves on its own like the other settings. Other campaigns always keep the Teleprompter on, and a saved off stops applying if the client is no longer platform-only.

Reload saved context

Reload the latest saved version after an error or conflicting edit. Copy any local text you need before reloading.

Context is still accurate

Shown to people who can edit the context. Appears in the out-of-date context note on Calling Context. Records that you reviewed the saved context and clears the note without changing the text. Save or discard unsaved edits first.

Review context

Appears in a note under the campaign header, shown when the Calling Context may be out of date or when the Calling Context and Email Context ask for different meeting lengths, and opens Calling context. Not shown to client logins that read the context only, or on Self-serve campaigns.

Start calling

Side panel section on managed campaigns. Holds the Start a Dial Session card: the Call buttons, saved views, one line of queue facts and the Active and Inactive status tables. The line shows how many contacts are ready now (the same number as the main Call button) and how many active contacts are cooling down under the recycle window, with its length. With no search or filters on, it also shows how many companies the ready contacts span (point at it to see how many have no company data), and a warning on the right when one company, or contacts with no company data, make up more than half of the queue. When every active contact is waiting on the recycle window, it reads Nothing callable until the recycle window reopens. Not shown on Self-serve campaigns.

Practice

Side panel section under Calling on managed campaigns. Offers Call a phone, Simulator and Send a link, each opening the practice call page with that way picked, plus the Practice your calls card and Saved practice calls. Not shown on Self-serve campaigns.

More actions

The three dots button beside the Active or Paused switch. Opens Saved inbound meetings (SalesHive staff), Open Playbook (Playbook campaigns) and Duplicate (non-archived campaigns).

Back to campaigns

The arrow and Campaigns link at the top of the side panel. Returns to the Campaigns list.

Open Playbook

In the More actions menu (three dots) when this is a Playbook campaign. Opens the selected client Playbook.

Duplicate

In the More actions menu (three dots) on a non-archived campaign. Creates a paused copy of a non-archived campaign without its contacts or outreach history. The copy keeps the templates, Calling Context, email context, email customization level and tone, Max emails per prospect, Teleprompter on or off, booking calendar and Max Dials Per Contact. The Email Sender Agent switch starts off on the copy.

Active / Paused

Activates or pauses the campaign for authorized campaign managers. Completed campaigns cannot be toggled. Activation can require sending-address confirmation before the status changes.

Confirm and activate / Confirm and save

Applies the requested activation or sender change after you review the displayed client, campaigns and sending addresses.

Go back

Cancels the sending-address confirmation without applying the requested change.

Call Simulator Contacts

Opens the staff-only sales demo workspace for a generated demo campaign.

Call Asked for Info

Shows in the Start a Dial Session card on Start calling when the campaign has contacts marked Asked for Info. The number is how many of them you can call right now under the campaign safeguards, such as the recycle window, blocks, max dials and contacts already in another session. Click it to open the dialer with only those contacts. It is greyed out when none are callable yet. Call All Active always leaves Asked for Info contacts out.

Test signature / Send test email

Opens campaign signature test controls, then explicitly sends a real email using the saved signature. Unsaved signature changes must be saved first.

Reconnect (mailbox notice)

Self-serve only. Shows beside each disconnected mailbox in the Reconnect your mailbox notice and opens Email accounts, where you sign in to that mailbox again.

Show more (Call Reporting > Calls)

Appears under the Calls table when more calls match than are shown, next to Showing X of Y calls. Each click adds up to 200 older calls. Changing the search, Result or date filters starts again from the newest 200.

Reporting period

Bar at the top of Overview. Choose All time, 7 days, 30 days or 90 days, or select Custom to pick From and To dates (up to today) and select Apply dates. Every activity number, funnel and chart on Overview follows it; Cancel closes the date picker without changing the period.

Recipient email holds: Check again / Try again

Refreshes the saved-evidence snapshot. Checking... disables the button while the check runs. Try again appears after a failed or timed-out check, or when the snapshot expires after five minutes. No email is sent, no validation is run, and no hold or campaign setting is changed.

Hold reasons and check details

Expands the primary hold reason counts, snapshot time and explanation of the saved checks: contact status, email availability, stored validation, email opt-outs, recorded bounces and address/domain blocklists. It also explains which sending protections are outside this view and directs you to Contacts to review holds and missing evidence.

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.

SDR inbox / Save inbox assignment / Refresh assignment

Campaigns with an SDR field only. Select an email address from the visible radio choices, check the label preview and save explicitly. Save inbox assignment is enabled for authorized editors when the choice differs from the saved assignment and the SDR change has finished saving. Automatic uses exactly one eligible mailbox. Refresh assignment reloads the saved choice; refresh the inbox after saving to see the label. SDR users can view but cannot edit this assignment.

Common questions