Creating a Campaign

To create a new campaign, navigate to Atlas Blue in the left sidebar and click the New Campaign + button in the top-right corner. This opens a 7-step wizard.

Step 1 — Campaign Setup

Give your campaign a name and select the language the agent will use. The campaign name is for internal identification only.

Step 2 — Agent Data

Define the identity of the AI agent that will power this campaign:

Company Name — The name of your company or organization.

Agent Name — The name the agent uses when identifying itself.

Industry — Your business's industry, which helps shape the agent's tone and context.

Template — Choose a starting template (e.g., Create from Scratch) or select a pre-built one.

Agent Role — The functional role of the agent (e.g., Messages Agent).

Step 3 — Add Knowledge

Equip the agent with the information it needs to hold meaningful conversations. Knowledge can be added three ways:

Search existing collections — Select from knowledge bases already in your account.

Upload a file — Drag and drop a document directly into the campaign.

Add via Web Link — Provide a URL for the agent to pull information from.

The agent uses this knowledge to answer questions and handle conversations accurately.

Step 4 — Campaign Actions & Integrations

Optionally connect external services to extend the agent's capabilities. All integrations in this step are optional.

Tools Integration — Connect external tools or APIs the agent can invoke during a conversation.

Calendar Integration — Let the agent interact with a calendar, useful for scheduling or appointment-setting.

CRM / External Data Sources — Give the agent access to contact-level context from your CRM or other data source.

Step 5 — Script, Initial Message & Notes

This step has three sub-tabs for defining the agent's conversation content.

Script

The main script guides the agent's behavior throughout the conversation. Use the rich text editor to write it manually, or click Generate to have it AI-generated based on information from previous steps. A Talk to Agent button lets you test the agent's responses in real time as you write.

Initial Message

The first message the agent sends when a conversation begins. It supports dynamic variables that are populated at send time: {{agentName}}, {{companyName}}, and {{firstName}}. The default template reads:

"Hello, this is {{agentName}} calling from {{companyName}}. Am I speaking with {{firstName}}?"

You can customize this to match your campaign's tone and goal. Before you do, review the first message content rules — certain content will get your first message filtered by Apple.

Notes

Add any extra instructions you want the agent to follow. Content here is appended directly to the agent's prompt, influencing its behavior across all conversations in this campaign.

Step 6 — Atlas Blue Configuration

Link a phone number to the campaign. The campaign cannot send or receive messages without an active phone number attached. See Phone Number Setup for full details.

Step 7 — Review & Activate

A final summary of the campaign configuration appears, including the campaign name and agent details. Review everything and click Finish & Activate to launch the campaign.

Creating a Campaign

Step 1 — Campaign Setup#

Step 2 — Agent Data#

Step 3 — Add Knowledge#

Step 4 — Campaign Actions & Integrations#

Step 5 — Script, Initial Message & Notes#

Script#

Initial Message#

Notes#

Step 6 — Atlas Blue Configuration#

Step 7 — Review & Activate#