10.1 Overview

The Campaign Details page is the operational control and monitoring area for an individual Campaign.

While the main Campaigns page provides a summary of all Campaigns, Campaign Details focuses on one Campaign and combines:

Campaign status
Creation date
Start and Stop controls
Total Leads
Completed calls
Average call duration
Success Rate
Live Activity
Campaign completion progress
Session Summary
Campaign Lead roster
Individual Lead execution status
Agent configuration
Outbound Phone Number
Voice configuration
Opening Message
AI instructions

The page retrieves the Campaign together with its populated AI Agent, populated Lead records, and all Call Logs associated with that Campaign. The frontend then uses those records to calculate performance metrics and determine each Lead's latest execution status.

Opening Campaign Details

10.2 Accessing a Campaign

To open Campaign Details:

  1. Select Campaigns from the Sidebar.
  2. Locate the intended Campaign.
  3. Select the Campaign Card, table row, or Details action.
  4. Wait for the Campaign data to load.
  5. Confirm the Campaign Name before performing an action.

The page address uses the Campaign's unique record identifier.

Conceptually:

/campaigns/[Campaign ID]

10.3 Returning to Campaigns

The top-left area contains a Back button.

Select it to return to:

/campaigns

Use the Campaigns page when you need to:

Create another Campaign
Duplicate a Campaign
Delete a Campaign
Bulk delete Campaigns
Compare several Campaigns

Those functions are not all exposed directly from Campaign Details.

10.4 Loading Indicator

While Campaign information is loading, the page displays a rotating loading indicator.

During loading:

Do not repeatedly select Start
Do not open several copies of the same Campaign unnecessarily
Allow the API request to finish
Verify the login session remains active

10.5 Failed Campaign Load

When Campaign Details cannot be retrieved, the interface displays:

Failed to load campaign statistics

and redirects the user back to the Campaigns page.

Possible causes include:

Campaign was deleted
Campaign belongs to another user
Authentication expired
Backend API unavailable
Network interruption
Invalid Campaign address
Server error

Campaign Details Header

10.6 Campaign Name

The top of the page displays the Campaign Name prominently.

Example:

July 2026 Consultation Follow-Up

Always verify this name before selecting Start Campaign or Stop Campaign.

10.7 Campaign Status

A status badge appears beside the Campaign Name.

Possible statuses are:

idle
scheduled
running
completed
stopped

Each status determines which Campaign control appears in the header.

10.8 Created On

Below the Campaign Name, the page displays:

Created on [date]

This is the date the Campaign record was created.

It is not necessarily:

The date calling started
The scheduled calling date
The date calls completed

Header Controls by Status

10.9 Idle Campaign

An idle Campaign displays:

Start Campaign

The Campaign exists but has not entered its active calling sequence.

10.10 Scheduled Campaign

A scheduled Campaign displays:

Scheduled for [date and time]

instead of the Start Campaign button.

The date is rendered using the browser's local date and time formatting.

10.11 Running Campaign

A running Campaign displays:

Stop Campaign

The user can use this control to end the Campaign and attempt to terminate active calls.

10.12 Completed Campaign

A completed Campaign still shows the Start Campaign control area, but the button is disabled.

A completed Campaign therefore cannot be restarted from Campaign Details through the current interface.

10.13 Stopped Campaign

A stopped Campaign displays:

Start Campaign

again.

Restarting a stopped Campaign should be performed cautiously because new call attempts can be generated for Campaign Leads that were already processed.

Performance Summary

10.14 Summary Cards

Campaign Details displays four performance cards:

Total Leads
Completed
Avg. Duration
Success Rate

These metrics are calculated from the Campaign's Lead list and its Call Logs.

Total Leads

10.15 Meaning of Total Leads

Total Leads is the number of Lead records currently stored in the Campaign's leadIds list.

Example:

Campaign Lead list:

Danielle Carter
Marcus Hill
Alicia Thompson
Robert Green

Total Leads:
4

10.16 Total Leads Is Not Total Calls

A Lead can have multiple Call Logs.

Therefore:

Total Leads ≠ Total Calls

Example:

Campaign Leads: 100
Call Logs: 125

This can occur after retries or restarting a Campaign.

10.17 Deleted Lead Considerations

The Campaign references Lead records.

When a Lead is deleted after being added to a Campaign, the historical relationship may no longer populate normally.

Avoid removing Leads needed for active Campaign management or reporting.

Completed

10.18 Meaning of Completed

The Completed card counts Call Logs with exactly:

status = completed

It does not count:

failed
busy
no-answer
canceled
queued
ringing
in-progress
initiated


10.19 Completed Is a Call Status

A completed Call Log means that the call reached the system's completed state.

It does not automatically mean:

Sale completed
Appointment booked
Lead qualified
Customer agreed
Campaign objective achieved

Review the detailed Call Log and conversation results to determine the business outcome.

10.20 Multiple Completed Calls for One Lead

The Completed card counts Call Logs, not unique Leads.

Example:

Lead A:
Completed Call 1
Completed Call 2

Completed metric:
2

even though only one Lead was involved.

This is especially important after Campaign restarts.

Average Duration

10.21 Meaning of Avg. Duration

Avg. Duration is calculated by:

Sum of duration from all Campaign Call Logs
÷
Number of Campaign Call Logs

The result is displayed in minutes and seconds.

Example:

Call 1: 120 seconds
Call 2: 60 seconds
Call 3: 180 seconds

Total: 360 seconds

360 ÷ 3 = 120 seconds

Avg. Duration:
2m 0s


10.22 Zero-Duration Calls Affect the Average

The calculation includes all Campaign Call Logs, including records whose duration is zero.

Example:

Completed call: 120 seconds
Failed call: 0 seconds

Average:
120 ÷ 2 = 60 seconds

The displayed average becomes:

1m 0s

This means Avg. Duration is not specifically an average of successful conversations.

10.23 Active Calls Can Affect Avg. Duration

Call Logs that have already been created but have not yet received a final duration are included in the denominator.

During an active Campaign, Avg. Duration can therefore change as calls finish and their duration values update.

10.24 Avg. Duration Versus Talk Time

Campaign Avg. Duration is different from Dashboard Talk Time.

Dashboard Talk Time:
Total stored duration

Campaign Avg. Duration:
Total Campaign duration ÷ Campaign Call Logs

Campaign Success Rate

10.25 How Success Rate Is Calculated

Campaign Details defines finished calls as:

Completed
+
Failed
Busy
No Answer
Canceled

The Success Rate is:

Completed
÷
All finished Call Logs
× 100

The percentage is rounded to the nearest whole number.

10.26 Success-Rate Example

Assume:

Completed: 60
Failed: 5
Busy: 10
No Answer: 20
Canceled: 5

Finished calls:

60 + 5 + 10 + 20 + 5 = 100

Success Rate:

60 ÷ 100 × 100 = 60%

The page displays:

Success Rate
60%

10.27 Active Calls Are Excluded

These statuses do not enter the Campaign Details Success Rate denominator:

initiated
queued
ringing
in-progress

This prevents still-active calls from immediately lowering the Campaign's displayed Success Rate.

10.28 Pending Leads Are Excluded

A Lead that has never received a Call Log is considered pending on the Campaign roster.

It is not included in the Campaign Success Rate until a terminal Call Log exists.

10.29 Difference from Dashboard Success Rate

The Dashboard and Campaign Details use different formulas.

Dashboard

The Dashboard divides completed calls by all Call Logs.

Campaign Details

Campaign Details divides completed calls by terminal Call Logs only.

Therefore, the two percentages can differ while a Campaign is still active.

Example:

100 Campaign Call Logs

50 completed
20 failed/no-answer
30 still queued/ringing

Campaign Details:

50 ÷ 70 = approximately 71%

Dashboard-style calculation:

50 ÷ 100 = 50%

Both can be correct according to their respective formulas.

10.30 Success Rate Is Not Conversion Rate

The Campaign Details Success Rate should be interpreted as:

Completed technical calls
versus
finished call attempts

It is not automatically:

Sales conversion rate
Appointment conversion rate
Qualification rate
Revenue conversion rate

Campaign Tabs

10.31 Three Main Tabs

Campaign Details is organized into:

Live Activity
Campaign Leads
Agent Details

The page opens on:

Live Activity

by default.

Live Activity

10.32 Live Activity Purpose

The Live Activity tab displays:

Current active call information
Campaign completion progress
Session Summary

It is the primary Campaign monitoring screen while calls are running.

Active Operations

10.33 Active Operations Panel

The panel is titled:

Active Operations

with the description:

Real-time execution status and progress tracking

During a running Campaign, its appearance is visually emphasized.

10.34 Active Call Detection

The page identifies an Active Call when a Campaign Lead's latest Call Log has one of these statuses:

in-progress
ringing
queued

The first Lead matching one of these conditions is displayed in Active Operations.

10.35 Initiated Status Difference

An initiated Call Log is considered active enough to keep page polling running.

However, initiated is not included in the Active Operations lead-selection list.

Therefore, a Campaign could briefly have an initiated call while the panel still appears to have no displayed Active Call.

10.36 Only One Active Lead Is Displayed

When multiple calls are active simultaneously, Active Operations displays only the first matching Lead in the Campaign list.

The panel is therefore:

A snapshot of one active Lead

not:

A complete list of every simultaneous active call

Use Call Logs for the complete calling record.

10.37 Active Lead Initial

The Active Call panel displays the first character of the Lead's Name.

Example:

Lead:
Danielle Carter

Displayed initial:
D

10.38 Active Lead Name

Below:

Active Call

the current Lead's Name is shown.

Always remember that simultaneous calls may exist even when only one Lead is displayed.

Active Status Display

10.39 Talking

When the Lead's latest status is:

in-progress

Active Operations displays:

Talking

with an animated microphone indicator.

10.40 Ringing

When the latest status is:

ringing

the panel displays:

Ringing

The destination has not necessarily answered.

10.41 Queued

When the latest status is:

queued

the panel displays:

Queued

The call is waiting in the execution process.

10.42 LIVE Queue Indicator

The adjacent Queue field displays:

LIVE

when an active Lead is shown.

This is a visual indicator of Campaign activity. It is not a numeric queue position.

No Active Operations

10.43 Empty Activity State

When no Lead currently has:

queued
ringing
in-progress

the panel displays:

No Active Operations

and:

Start the campaign to see real-time activity

10.44 No Active Operations During a Completed Campaign

Seeing No Active Operations is normal when the Campaign is:

idle
completed
stopped
scheduled but not started

It can also appear briefly between calls.

Campaign Completion Progress

10.45 Full Campaign Completion

Below Active Operations, the page displays:

Full Campaign Completion

with a percentage and progress bar.

The formula is:

Completed Call Logs
+
Failed/Busy/No-Answer/Canceled Call Logs
÷
Number of Campaign Leads
× 100


10.46 Processed Contacts

The page displays:

[number] Contacts Processed

where:

Processed = Completed + Failed terminal Call Logs

Here, the page groups:

failed
busy
no-answer
canceled

together in the failed-count calculation.

10.47 Remaining

The page displays:

[number] Remaining

using:

Campaign Leads
-
Processed terminal Call Logs

10.48 Progress Example

Assume:

Campaign Leads: 100

Completed Call Logs: 40
Failed: 5
Busy: 5
No Answer: 10
Canceled: 0

Processed:

40 + 5 + 5 + 10 = 60

Progress:

60 ÷ 100 = 60%

Display:

Full Campaign Completion: 60%

60 Contacts Processed
40 Remaining

Important Restart Metric Behavior

10.49 Progress Counts Call Logs, Not Unique Leads

The progress formula counts terminal Call Logs, not distinct Lead IDs.

This distinction becomes important when a Campaign is restarted.

Example:

Campaign Leads:
10

First run:
10 terminal Call Logs

Campaign restarted:
5 additional terminal Call Logs

The page can calculate:

15 ÷ 10 = 150%

because it has 15 finished Call Logs for 10 Leads.

10.50 Remaining Can Become Negative

Using the same example:

Campaign Leads: 10
Processed Call Logs: 15

the displayed calculation becomes:

10 - 15 = -5 Remaining

The current frontend does not clamp these Campaign Details calculations to a maximum of 100% or a minimum of zero remaining.

This can occur after repeated Campaign execution because these summary calculations are based on Call Log counts rather than unique Lead processing.

10.51 Do Not Interpret Over-100% as Additional Leads

A displayed progress value greater than 100% does not mean new Leads were added automatically.

It usually indicates that the Campaign has produced multiple terminal Call Logs for one or more Leads.

Use:

Campaign Leads tab
Call Logs
Campaign restart history

to investigate.

Session Summary

10.52 Session Summary Panel

The Live Activity tab contains:

Session Summary

described as:

Key metrics for the current execution window

The panel shows:

Handled by
Voice Engine
Persona Voice
Total Calls
Avg Pulse


10.53 Handled By

Handled by displays the Campaign's selected AI Agent.

Example:

Handled by
Outbound Sales Qualification

This confirms which Agent is associated with the Campaign.

10.54 Voice Engine

The Voice Engine displays either:

ElevenLabs AI

when the Agent uses Custom Voice, or:

Standard

when Custom Voice is not enabled.

10.55 Voice Engine Does Not Mean Telephone Provider

The Session Summary Voice Engine field describes the Agent's voice mode.

It does not directly tell you whether the Campaign is using:

Twilio
or
SIP

Check the Agent's outbound Phone Number and telephone configuration when the provider matters.

Persona Voice

10.56 Custom Voice Display

For a Custom Voice Agent, the Persona Voice uses:

Voice Name

when available.

If no name exists, it can fall back to:

Voice ID

and finally:

Rachel

10.57 Standard Voice Display

For Standard Voice, the Session Summary removes the Polly. portion of the stored voice.

Example:

Stored:
Polly.Amy

Displayed:
Amy

When no standard voice value is available, the display can default to:

Amy

Total Calls

10.58 Session Summary Total Calls

Total Calls represents:

Number of Call Logs associated with the Campaign

It is not necessarily equal to Total Leads.

10.59 Total Calls After Retries

Example:

Total Leads: 50

First run:
50 Call Logs

Retry activity:
10 additional Call Logs

Session Summary Total Calls:
60

This is expected because the metric counts Call Log records.

Avg Pulse

10.60 Meaning of Avg Pulse

The Session Summary displays:

Avg Pulse

using exactly the same calculated average duration shown in the top Avg. Duration card.

It is not a biological or sentiment metric.

Operationally:

Avg Pulse = Average Call Log duration

Campaign Leads Tab

10.61 Opening Campaign Leads

Select:

Campaign Leads

to review the complete Campaign roster.

The tab contains a Card titled:

Contact List

with the description:

Comprehensive list of all leads participating in this campaign


10.62 Total Targets

The Contact List header displays:

[number] TOTAL TARGETS

This is the number of Leads in the Campaign's Lead list.

10.63 Contact List Columns

The current table contains:

Lead Profile
Execution Status
Call Metrics

Lead Profile

10.64 Lead Identity

Each row displays:

Lead initial
Lead Name
Telephone number

Example:

D

Danielle Carter
13135550198

10.65 Telephone Number Privacy

Because Lead Phone Numbers are visible on this page, Campaign Details should be treated as customer-data access.

Do not leave the Contact List visible on an unattended or shared device.

Lead Execution Status

10.66 Latest Call Determines the Row Status

For each Lead, the frontend:

  1. Finds every Campaign Call Log associated with that Lead.
  2. Sorts those Call Logs newest first.
  3. Uses the newest one.
  4. Displays that Call Log's status on the Lead row.

Therefore:

Lead row status = latest Campaign Call Log for that Lead

not:

First call
Best call
Worst call
Aggregate call result


10.67 Example with Multiple Calls

Suppose Danielle has:

9:00 AM — no-answer
11:00 AM — busy
2:00 PM — completed

The Campaign Leads row displays:

Contact Successful

because the completed Call Log is the latest.

10.68 Later Failure Can Replace Earlier Success

Suppose:

First call:
completed

Later retry:
no-answer

The row can display:

No Answer

because the latest Call Log determines the roster status.

The Campaign summary can still count both Call Logs.

This is another reason to use the full Call Logs section for historical analysis.

Lead Status Labels

10.69 Pending Execution

When the Lead has no matching Campaign Call Log, the status is:

Pending Execution

Internal value:

pending

This value is generated by the frontend for Leads without a Call Log; pending is not one of the stored CallLog status enum values.

10.70 Initiating

Internal status:

initiated

Displayed as:

Initiating...

The call request has begun but has not yet progressed to a later state.

10.71 Queued

Internal:

queued

Display:

Queued

The call has been created but is waiting for further processing.

10.72 Ringing

Internal:

ringing

Display:

Ringing...

The destination is being alerted.

10.73 In Conversation

Internal:

in-progress

Display:

In Conversation

The call is active.

10.74 Contact Successful

Internal:

completed

Display:

Contact Successful

This means the call reached completed status.

It does not independently prove that the business objective succeeded.

10.75 Call Failed

Internal:

failed

Display:

Call Failed

Open Call Logs to investigate the provider or system error.

10.76 Line Busy

Internal:

busy

Display:

Line Busy

The destination could not accept the call because a busy condition was reported.

10.77 No Answer

Internal:

no-answer

Display:

No Answer

The call did not reach an answered conversation.

10.78 Canceled

Internal:

canceled

Display:

Canceled

This can occur when a running Campaign is stopped or the call is canceled through the calling process.

10.79 Unknown Status

When the frontend receives a status it does not recognize, it falls back to:

Pending Execution

until the frontend mapping is updated.

Call Metrics

10.80 Lead Call Metrics

When a matching Call Log exists, the Lead's Call Metrics column displays:

Latest Call Time
Latest Call Duration

10.81 Latest Call Time

The time is based on the newest Call Log's createdAt timestamp.

It uses the account's selected 12-hour or 24-hour time-display setting through the Settings provider.

10.82 Call Time Is Log Creation Time

The displayed time represents when the latest Call Log was created.

It is not explicitly based on:

Call answer time
Call end time
Appointment time

10.83 Latest Call Duration

When the newest Call Log has a duration greater than zero, the table displays:

[number]m [number]s

Example:

3m 27s

10.84 Zero Duration

When duration is:

0

or not greater than zero, the row displays:

---

This can occur for:

Queued calls
Ringing calls
Immediate failures
No-answer calls
Calls still processing

10.85 Waiting

When a Lead has no Campaign Call Log, Call Metrics displays:

WAITING...

This means no Campaign call attempt has yet been associated with that Lead.

No Search or Filter in Campaign Leads

10.86 Current Roster Behavior

The inspected Campaign Leads tab displays the entire Campaign Lead list.

It does not currently provide a roster-level:

Search box
Status filter
Tag filter
Sort control
CSV export
Bulk selection

Use the full Call Logs section for more detailed filtering and analysis.

10.87 No Direct Row Action

The current Contact List does not display a row-level button for:

Call again
Remove from Campaign
Open transcript
Play recording
Open Lead

Campaign Details is primarily a monitoring interface.

Campaign Leads Versus Call Logs

10.88 Roster Is a Latest-State Summary

The Campaign Leads table reduces potentially many Call Logs into one displayed status for each Lead.

Therefore:

Campaign Leads =
Latest execution snapshot per Lead

Call Logs =
Complete call-attempt history

10.89 Use Call Logs for Investigation

Open Call Logs when you need:

Every call attempt
Recording
Transcript
Summary
Qualification
Provider
Direction
Full duration
Error information
Historical retry sequence

Chapter 11 covers those functions in detail.

Agent Details Tab

10.90 Opening Agent Details

Select:

Agent Details

to review the AI Agent associated with the Campaign.

The tab contains:

Agent Configuration
AI Instructions


Agent Configuration

10.91 Selected Agent

The page displays:

Selected Agent

followed by the Agent Name.

Example:

Outbound Sales Qualification

This allows the user to confirm which Agent is responsible for the Campaign.

10.92 Outbound Phone Number

Below the Agent Name, Campaign Details displays the Agent's outbound Phone Number.

Example:

+13135550198

When no outbound number is assigned, it displays:

No outbound number set

10.93 Missing Outbound Number

An idle Campaign may exist even when the Agent has no outbound number.

Do not start it until the Agent has been corrected.

Return to:

AI Agents

and assign the correct connected number.

Voice Type

10.94 Premium Voice

When:

useCustomVoice = true

the Agent Details panel displays:

Premium Voice

This corresponds to the application's custom ElevenLabs voice mode.

10.95 Standard Voice

When Custom Voice is not enabled, the panel displays:

Standard Voice

10.96 Voice Name

For Premium Voice, the display preference is:

Voice Name
then
Voice ID
then
Rachel

For Standard Voice:

Stored voice
or
Polly.Amy

The complete stored Polly name can appear in Agent Details.

Opening Message

10.97 Opening Message Display

Agent Configuration shows:

Opening Message

followed by the configured Agent First Message.

The message is displayed in quotation marks.

10.98 Variable Highlighting

Placeholders written in the form:

{{name}}
{{company}}
{{custom_field}}

are visually highlighted inside the Opening Message.

This helps users identify personalization variables before running the Campaign.

10.99 Highlighting Does Not Validate the Variable

A highlighted variable does not prove that every Campaign Lead has a matching value.

Example:

Opening Message:
Hello {{name}} from {{company}}.

Some Leads may have no Company field.

Review Lead data before launch.

AI Instructions

10.100 AI Instructions Panel

The right side of Agent Details is titled:

AI Instructions

with the description:

The behavioral instructions and knowledge base for the agent

10.101 What Is Displayed

The scrollable panel displays the Agent's stored:

systemPrompt

The user can review the instructions before starting or while monitoring the Campaign.

10.102 Important Knowledge Base Distinction

Although the interface description says:

behavioral instructions and knowledge base

the current Campaign Details frontend specifically renders the Agent's systemPrompt field.

It does not separately render the complete formatted Knowledge Base sections in this panel.

To verify the actual Knowledge Base assignment and section settings, open the Agent itself.

10.103 Long Instructions

The AI Instructions area is placed inside a scrollable panel.

Users should review the complete Prompt rather than only the first visible paragraph.

10.104 Sensitive Prompt Information

Because Campaign Details exposes the Agent's complete System Prompt to the logged-in user, do not store:

API keys
Passwords
SIP credentials
Private administrator credentials
Authentication tokens
Unnecessary confidential data

inside an Agent prompt.

Starting from Campaign Details

10.105 Start Campaign

For an eligible idle or stopped Campaign, select:

Start Campaign

The page sends the Campaign's ID to the start operation.

A successful response displays:

Campaign sequence started


10.106 Details Start Has No Twilio-Only Frontend Precheck

Unlike the main Campaign list, the Campaign Details start function sends the start request directly.

The backend then determines actual readiness, including the appropriate provider requirements.

This is particularly relevant for SIP-based Campaigns.

10.107 Backend Validation Still Applies

Starting from Campaign Details does not bypass backend requirements.

The Campaign can still be rejected for:

Inactive Plan
Monthly call limit
Missing AI services
Missing outbound Phone Number
Missing Twilio credentials
Asterisk unavailable
Invalid telephony configuration

Stopping from Campaign Details

10.108 Stop Campaign

When status is running, select:

Stop Campaign

The interface asks:

Are you sure you want to stop this campaign?
This will terminate all active calls.

10.109 Stopping Indicator

After confirmation, the page displays:

Stopping campaign...

while the backend stop operation is processing.

10.110 Successful Stop

On success:

Campaign stopped successfully

appears and Campaign Details reloads the Campaign data.

10.111 What Happens to Active Calls

The backend changes Campaign status to:

stopped

first, preventing additional calls from being initiated.

It then identifies Call Logs in:

queued
ringing
in-progress
initiated

and attempts to terminate those calls.

10.112 Twilio Stop Behavior

For Twilio Campaigns, the backend attempts to terminate the remote Twilio call and changes successfully terminated Call Logs to:

canceled

10.113 SIP Stop Behavior

For SIP Campaigns, the SIP manager attempts to stop Campaign channels through the Asterisk calling system.

10.114 Stop May Require Time to Settle

Immediately after selecting Stop, some Lead rows may temporarily remain:

Queued
Ringing
In Conversation
Initiating

while provider and backend status updates complete.

Campaign Details continues polling when active Call Logs remain, even after the Campaign status changes.

Automatic Campaign Details Refresh

10.115 Three-Second Polling

Campaign Details automatically refreshes approximately every:

3 seconds

when:

Campaign status is running
or
Campaign status is scheduled
or
A Lead still has an active call status


10.116 Active Statuses That Maintain Polling

The page treats these as active for the polling decision:

queued
ringing
in-progress
initiated

10.117 Polling After Stop

A stopped Campaign can continue refreshing while one of its Lead rows still has an active Call Log.

Polling stops after the Campaign is no longer running or scheduled and no active Call Log remains.

10.118 Idle and Completed Pages

When the Campaign is:

idle
completed
stopped with no active calls

the automatic three-second polling stops.

Refresh the page manually when another process may have changed historical data.

Backend Call-Log Reconciliation

10.119 Why Reconciliation Exists

Telephony providers normally send status callbacks as calls progress.

A callback can occasionally be missed because of:

Network interruption
Temporary API outage
Incorrect callback reachability
Application restart
Provider delivery failure

AIUNIFY Assistant includes a reconciliation process for stale Twilio Campaign Call Logs.

10.120 Reconciliation Trigger

Each successful Campaign Details request starts the Twilio reconciliation process in the background.

The current Campaign response is returned first; reconciliation then runs asynchronously.

This means a stale status can appear briefly and be corrected by a later poll or refresh.

10.121 Stale Threshold

Twilio Call Logs are considered for reconciliation when they have remained nonterminal for more than approximately:

2 minutes

and have statuses such as:

queued
ringing
initiated
in-progress

10.122 Provider Status Check

The reconciliation service requests the call's current Twilio status.

When Twilio reports a terminal result, the Call Log can be updated to:

completed
failed
busy
no-answer
canceled

and the provider duration can be stored.

10.123 Missing Twilio Call

When a stale Call Log's call can no longer be found through Twilio with the handled not-found condition, the service changes that Call Log to:

no-answer

and records an end time.

10.124 SIP Reconciliation

The specific stale-log reconciliation service described above is for Twilio.

SIP completion updates are handled through the SIP voice-processing workflow rather than this Twilio reconciliation routine.

Campaign Completion

10.125 Terminal Statuses

For Campaign completion purposes, terminal call statuses include:

completed
failed
busy
no-answer
canceled

10.126 Automatic Completion

The reconciliation process compares:

Number of terminal Campaign Call Logs

with:

Number of Campaign Leads

When:

finished Call Logs >= total Campaign Leads

the Campaign can be changed to:

completed

The SIP voice workflow contains a similar Campaign-completion process when SIP calls finish.

10.127 Completion Uses Call-Log Count

Because completion compares finished Call Logs with the Campaign Lead count, repeated call attempts can influence the threshold.

Campaign completion should therefore be understood as a system execution state rather than proof that each unique Lead has one and only one final call.

Understanding Results Correctly

10.128 Technical Result

Campaign Details primarily measures:

Calling execution
Call completion
Call duration
Call status
Campaign progress

10.129 Business Result

Determining whether the Campaign accomplished its actual business purpose requires additional information such as:

Transcript
Summary
Qualification
Appointment
Lead disposition
Follow-up requirement
Sales result

These are primarily reviewed through Call Logs, Leads, and Appointments.

10.130 Example

Campaign Details may show:

Total Leads: 100
Completed: 80
Success Rate: 85%
Progress: 100%

But the actual business results could be:

Appointments booked: 12
Qualified Leads: 30
Not interested: 25
Follow-up required: 13
Other outcomes: 20

Do not report an 85% sales conversion simply because Campaign Success Rate is 85%.

Reading Campaign Patterns

10.131 High Completion, Low Average Duration

Example:

Completed: High
Success Rate: High
Avg. Duration: Very low

Possible explanations include:

Conversations end quickly
Recipients decline immediately
Opening Message causes hangups
Agent reaches a simple objective quickly
Duration data needs review

Review recordings and transcripts.

10.132 Low Completion, Many No Answers

This can indicate:

Poor calling time
Inactive Lead numbers
Low answer rate
Carrier filtering
Incorrect regional targeting

Review the Lead roster and Call Logs before retrying.

10.133 Many Busy Results

A large number of:

Line Busy

results can suggest:

Call timing issue
Business numbers frequently engaged
Carrier response pattern
Repeated rapid retry behavior

Create a controlled retry group rather than restarting the entire Campaign.

10.134 Many Failed Calls

A high number of:

Call Failed

records warrants immediate investigation.

Possible causes include:

Provider configuration
Caller ID
Destination format
SIP authentication
Asterisk
Twilio credentials
Carrier restrictions

Stop a running Campaign when failures indicate a system-wide configuration issue.

10.135 Many Pending Leads

If many Campaign Leads remain:

Pending Execution

check:

Campaign status
Provider availability
Call limits
Concurrent call capacity
Campaign stopped state
Whether the calling engine processed every Lead

10.136 Many Queued Leads

Queued Leads indicate Call Logs exist, but calls have not progressed beyond the queue.

Check:

Campaign concurrency
Provider response
Voice Engine availability
Asterisk status for SIP
Backend execution

10.137 Long Ringing Status

A Lead remaining Ringing for an unusually long time can indicate:

Provider callback delay
Call still ringing
Status update missed
Stale Call Log

For Twilio, Campaign Details can eventually trigger stale-log reconciliation.

10.138 Stuck In Conversation

An in-progress status that persists well after the actual call ended can result from a missed provider status callback.

Allow the reconciliation process time to correct stale Twilio Call Logs.

Comparing Summary and Lead Roster

10.139 Different Counting Methods

Campaign Details uses two different perspectives.

Summary metrics

Count Call Logs.

Campaign Leads roster

Displays one Lead row using that Lead's latest Call Log.

Because of this, the numbers can appear inconsistent after retries.

10.140 Example

Campaign:

10 Leads

Lead A has:

Failed Call
then
Completed Call

Summary:

Completed count includes 1
Failed count also includes 1

Lead A row:

Contact Successful

because the latest Call Log is completed.

10.141 Use the Right View

Use:

Summary metrics

for Campaign call-attempt totals.

Use:

Campaign Leads

for the latest status of each Lead.

Use:

Call Logs

for complete historical analysis.

Campaign Management Limitations

10.142 No Edit Campaign Control on Details Page

The current Campaign Details interface does not expose an Edit Campaign button.

Although the backend supports updates to a non-running Campaign's:

Name
Agent
Lead list
Schedule

the current normal-user Campaign Details page does not provide a visible form for those changes.

Do not instruct users to edit those fields from this page.

10.143 No Duplicate Control on Details Page

Duplicating a Campaign is performed from the main Campaigns page.

Return to Campaigns and use:

Duplicate

10.144 No Delete Control on Details Page

Campaign deletion is also performed from the main Campaigns page.

Running Campaigns must first be stopped.

10.145 No Direct Lead Removal

Campaign Details does not provide an individual Lead-removal control.

Do not attempt to correct a running Campaign's roster by deleting Lead records from the Leads section.

Stop the Campaign and create an appropriately configured replacement when necessary.

Managing Scheduled Campaigns

10.146 Scheduled Header

A scheduled Campaign displays:

Scheduled for [date and time]

instead of an active Start control.

10.147 Before Scheduled Start

Use Campaign Details to verify:

Campaign Name
Total Leads
Agent
Outbound Phone Number
Opening Message
AI Instructions
Scheduled time

before the scheduler launches it.

10.148 Scheduled Campaign Polling

The page continues refreshing every three seconds while Campaign status remains:

scheduled

This enables the browser to detect when the scheduler changes it to:

running

10.149 Scheduled Campaign Becomes Running

At launch:

Scheduled status disappears
Running badge appears
Stop Campaign becomes available
Live Activity begins updating
Lead statuses begin changing

Post-Campaign Review

10.150 First Review

When a Campaign completes:

  1. Confirm status is completed.
  2. Review Total Leads.
  3. Review Completed.
  4. Review Success Rate.
  5. Review Avg. Duration.
  6. Review Full Campaign Completion.
  7. Open Campaign Leads.
  8. Identify failed, busy, and no-answer Leads.
  9. Open Call Logs.
  10. Review business outcomes.

10.151 Review Latest Lead Status

On Campaign Leads, identify:

Contact Successful
Call Failed
Line Busy
No Answer
Canceled
Pending Execution

Do not immediately retry every unsuccessful status.

10.152 Build a Retry Group

A safer retry process is:

  1. Review Call Logs.
  2. Determine which Leads are eligible for another attempt.
  3. Tag those Leads in Leads.
  4. Exclude do-not-call requests.
  5. Exclude completed business objectives.
  6. Create a new Campaign.
  7. Name it clearly as a retry.
  8. Use an approved retry time.
  9. Monitor the smaller Campaign.

10.153 Avoid Restarting for Selective Retry

Restarting a stopped Campaign can reprocess the full Lead list.

For targeted follow-up, a new Campaign is usually operationally safer.

Troubleshooting Campaign Details

10.154 Page Redirects Back to Campaigns

Possible causes:

Campaign no longer exists
Campaign is not owned by current user
Authentication failed
Campaign API request failed

Confirm the Campaign still appears in the main Campaign list.

10.155 Campaign Appears Stuck Running

Check:

Campaign Leads statuses
Call Logs
Provider status
Whether any Log remains queued/ringing/in-progress/initiated
Whether Twilio reconciliation has had time to run

Refresh after more than two minutes when a Twilio status appears stale.

10.156 Completed Count Is Higher Than Expected

Possible causes include:

Campaign restarted
Lead called more than once
Multiple terminal Call Logs exist for one Lead

Remember that Completed counts Call Logs, not unique Leads.

10.157 Progress Is Greater Than 100%

This can occur when the number of terminal Campaign Call Logs exceeds the number of Campaign Leads.

Review for:

Campaign restart
Repeated call attempts
Duplicate execution

Do not interpret the percentage literally as unique-Lead completion.

10.158 Remaining Is Negative

This has the same underlying cause:

Processed Call Logs > Campaign Lead count

The current calculation does not clamp Remaining at zero.

Review Call Logs before reporting Campaign completion metrics externally.

10.159 Success Rate Seems Too High

Remember that active and pending calls are excluded from the denominator.

A running Campaign can temporarily show a high Success Rate while many Leads remain unprocessed.

10.160 Success Rate Seems Too Low

Review:

Failed calls
Busy lines
No-answer calls
Canceled calls
Repeated attempts

All terminal failures contribute to the denominator.

10.161 Avg. Duration Seems Too Low

Possible causes include:

Zero-duration failed Call Logs
Active calls with zero stored duration
Short unanswered attempts
Campaign retries

Review individual Call Logs.

10.162 Active Operations Shows Only One Lead

This is expected.

The panel selects the first Campaign Lead whose latest status is:

queued
ringing
in-progress

It is not a multi-call dashboard.

10.163 Campaign Is Running but No Active Lead Shows

Possible reasons include:

Current Call Log is only initiated
Calls are between execution stages
No call currently queued/ringing/in-progress
Status update timing
All calls finished but Campaign status has not yet reconciled

Review the Campaign Leads tab.

10.164 Lead Shows Pending but Campaign Is Completed

This warrants investigation.

Possible reasons include:

Repeated Call Logs for other Leads caused completion threshold to be reached
Lead was added or retained without a matching Call Log
Historical data inconsistency

Review the complete Campaign Call Logs before considering the Campaign fully processed at a unique-Lead level.

10.165 Lead Shows Different Result Than Summary

The summary counts all Call Logs.

The Lead row shows only its latest Call Log.

This can produce apparently conflicting results after retries.

10.166 Wrong Agent Appears

Do not start the Campaign.

Return to Campaign management and verify:

Correct Campaign
Correct Agent
Correct Lead group

Create a replacement Campaign when the current user interface does not provide the necessary edit operation.

10.167 No Outbound Number Set

The Agent Details tab can display:

No outbound number set

Open AI Agents, assign the proper number, save the Agent, and retest before launching.

10.168 Opening Message Is Incorrect

Because the Campaign uses the Agent's live configuration, correct the Agent before starting.

After editing:

  1. Return to Campaign Details.
  2. Refresh.
  3. Reopen Agent Details.
  4. Confirm the Opening Message.
  5. Test the Agent.

10.169 AI Instructions Are Incorrect

Stop or postpone Campaign execution.

Correct the Agent's System Prompt, then verify Campaign Details reflects the updated Prompt.

10.170 Campaign Does Not Complete

Check for nonterminal Call Logs:

initiated
queued
ringing
in-progress

For stale Twilio calls, allow Campaign Details to trigger reconciliation.

For SIP, review the Voice Engine and SIP Call Log status.

Operational Monitoring Workflow

10.171 Before Start

Review:

Campaign Name
Status
Total Leads
Selected Agent
Outbound number
Voice
Opening Message
AI Instructions
Plan readiness
Provider readiness

10.172 Immediately After Start

Confirm:

Status becomes running
Active Operations begins updating
Call Logs begin appearing
Lead statuses change from Pending
Caller ID is correct
Voice is correct
No widespread failure occurs

10.173 During Execution

Monitor:

Active Operations
Full Campaign Completion
Contacts Processed
Remaining
Completed
Success Rate
Avg. Duration
Campaign Leads statuses

Use Call Logs when more detail is required.

10.174 When a Widespread Error Appears

Example pattern:

First 10 attempts:
10 Call Failed

Recommended response:

  1. Stop Campaign.
  2. Confirm calls terminate.
  3. Review Call Logs.
  4. Identify common provider error.
  5. Correct the configuration.
  6. Run an internal test.
  7. Create a controlled retry plan.
  8. Resume only after validation.

10.175 After Completion

Review:

Technical completion
Failed attempts
No answers
Busy calls
Canceled calls
Recordings
Transcripts
Qualification
Appointments
Follow-up Leads
Compliance requests

Campaign Reporting Guidance

10.176 Report Total Leads Separately

Report:

Campaign Leads

separately from:

Total Call Attempts

because one Lead can generate multiple Call Logs.

10.177 Report Technical Completion Separately

Example:

Campaign Leads: 500
Call Attempts: 530
Completed Calls: 320
Failed/No Answer/etc.: 210

This is more accurate than saying:

530 Leads were processed

when the Campaign contained only 500 Leads.

10.178 Report Business Outcomes Separately

A useful Campaign report may distinguish:

Technical metrics:
Call attempts
Completed calls
No answers
Failures
Average duration

Business metrics:
Qualified Leads
Appointments
Follow-ups
Conversions
Do-not-call requests

Security and Privacy

10.179 Campaign Details Contains Sensitive Information

The page can expose:

Lead names
Telephone numbers
Campaign activity
Agent identity
Caller ID
System Prompt
Opening Message

Access should be limited to authorized users.

10.180 System Prompt Exposure

The Agent Details tab can display complete AI instructions.

Do not share screenshots of this area with unauthorized recipients.

10.181 Lead Telephone Numbers

Campaign Leads displays telephone numbers in plain text.

Before sharing screenshots:

Mask Lead names
Mask telephone numbers
Hide confidential Prompt content
Hide sensitive Campaign naming

10.182 Shared Screens

When demonstrating Campaign Details:

  1. Use test Leads where possible.
  2. Avoid exposing real customer information.
  3. Close Agent Details when Prompt content is confidential.
  4. Log out after the demonstration.

Campaign Details Checklists

10.183 Header Checklist

Confirm:

Correct Campaign Name
Correct status
Correct Created On date
Correct scheduled time where applicable
Appropriate Start or Stop action

10.184 Performance Checklist

Understand that:

Total Leads = Campaign Lead records

Completed = Completed Call Logs

Avg. Duration = Total duration ÷ all Campaign Call Logs

Success Rate =
Completed ÷ terminal Call Logs

10.185 Live Activity Checklist

Confirm:

Active Lead appears when applicable
Status is progressing
Completion percentage is reasonable
Processed count is reasonable
Remaining count is reasonable
Session Agent is correct
Voice Engine is correct
Persona Voice is correct
Total Calls is reasonable

10.186 Lead Roster Checklist

Review:

Total Targets
Lead names
Telephone numbers
Pending Leads
Initiating Leads
Queued Leads
Ringing Leads
In Conversation Leads
Completed Leads
Failed Leads
Busy Leads
No-answer Leads
Canceled Leads
Latest call time
Latest duration

10.187 Agent Details Checklist

Confirm:

Selected Agent
Outbound Phone Number
Voice type
Voice selection
Opening Message
Personalization variables
System Prompt

10.188 Pre-Start Checklist

Confirm:

Campaign is correct
Lead group is correct
Agent is correct
Outbound number exists
Voice is correct
Opening Message is approved
Prompt is approved
AI services configured
Telephony configured
Consent reviewed
Calling hours approved
Test Campaign completed

10.189 Running Campaign Checklist

Confirm:

Status is running
Lead statuses progress
Calls do not fail systematically
Caller ID is correct
Agent behavior is correct
Completion progress advances
Provider remains operational
Stop Campaign remains available

10.190 Stop Checklist

Confirm:

Stopping is authorized
Active calls may be terminated
Confirmation reviewed
Campaign becomes stopped
Active statuses settle
Canceled calls reviewed
Provider verified where necessary
Retry plan created before restart

10.191 Post-Campaign Checklist

Confirm:

Campaign status reviewed
Total Leads recorded
Total Call Logs reviewed
Completed calls reviewed
Failures reviewed
No answers reviewed
Busy calls reviewed
Canceled calls reviewed
Average duration reviewed
Success Rate interpreted correctly
Recordings reviewed
Transcripts reviewed
Qualifications reviewed
Appointments reviewed
Retry group identified

Chapter Completion

At the end of this chapter, the user should understand how to open and interpret an individual Campaign; how idle, scheduled, running, completed, and stopped Campaign statuses affect the available controls; how Total Leads, Completed, Avg. Duration, Success Rate, Campaign Completion, Contacts Processed, Remaining, and Session Summary metrics are calculated; how Live Activity identifies an active Lead; how the Campaign Leads roster uses each Lead's latest Call Log; how Pending Execution, Initiating, Queued, Ringing, In Conversation, Contact Successful, Call Failed, Line Busy, No Answer, and Canceled statuses should be interpreted; how the Agent Details tab displays the selected Agent, outbound number, voice, Opening Message, and System Prompt; how automatic three-second polling keeps active Campaign information updated; how stale Twilio Call Logs can be reconciled; how Campaign completion is determined; and how to safely monitor, stop, review, and report Campaign activity.

The user should especially understand that Campaign Details uses Call Logs for several summary calculations while the Campaign Leads table shows one latest result per Lead. After retries or restarts, this can cause Total Calls and terminal-status counts to exceed the number of unique Campaign Leads, and can even make the current progress calculation exceed 100%. Campaign reporting should therefore distinguish Lead count, call-attempt count, technical completion, and business outcome.

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