Example: Past clients — check in with each of them every three months.
Creating a campaign
1
Open New Campaign
Click New campaign from the Inbox or Contacts page.
2
Describe what you want AgentNode to do
Type your instruction in plain language — for example, “Check in with past clients every 3 months” or “Follow up with cold leads who haven’t responded in 60 days.”
3
Choose who it runs for
Select individual contacts or a tag group. The campaign will run for every contact in that selection.
4
Answer any follow-up questions
The campaign opens on its chat and asks for anything else it needs to get started — for example, birthdays if you want personalised anniversary messages.
5
The campaign starts running
Once you’ve answered its questions, the campaign begins automatically. No further action is needed.
The campaign workspace
Each campaign has four tabs that give you a full picture of what’s happening.
The campaign’s chat is always beside these tabs. Tell it to change course there — update its tone, shift its focus, or give it new information to work with.
A campaign never texts anyone itself. Each contact’s weave takes every campaign they are on and turns them into one conversation, so a person on three campaigns still gets one natural thread of texts.
Adjusting a campaign
You don’t need to stop a campaign to change how it behaves. Use the campaign chat to update its instructions at any time — mid-flight. Tell it to message less frequently, adopt a warmer tone, or start asking leads a different question. The campaign picks up your new instructions and applies them going forward without interrupting conversations already in progress.Pausing and stopping
- Pause
- Stop
Pausing a campaign puts it on hold. Nothing more is sent until you resume it. All contacts stay on the campaign and their conversation history is preserved. Use pause when you need a break — for example, over a holiday period — and plan to pick things back up.
A campaign never messages someone who has opted out, regardless of whether the campaign is active or was paused and resumed.