Campaigns are a core feature of Altur. They allow you to automatically launch large-scale conversations without sacrificing personalization in each interaction.

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Types of Campaigns

Altur currently supports two channels for campaigns: Phone Calls and WhatsApp.

We recommend using WhatsApp campaigns only when your contact list has previously given consent to receive messages from your company. This is due to strict regulations around high-volume outbound messaging, and non-compliance may result in account sanctions or blocks.

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Configuring a Campaign

Follow these steps to create a new campaign in Altur:

  1. Go to the Campaigns section: Navigate to the Campaigns section on the left sidebar and click New Campaign in the top-right corner.

If you don’t see these options, ask your organization’s administrator to grant you the necessary permissions.

  1. Fill in the basic fields:
    • Campaign name: Choose a short, descriptive name.
    • Description: Add internal details or the goal of the campaign.
  2. Select an agent: Choose the pre-configured agent that will handle the conversations for this campaign.
  3. Select an integration: Pick the phone number or WhatsApp line from which messages or calls will be sent.

If you’re using WhatsApp, make sure the account and number are properly configured and integrated with Altur.

  1. Set the time zone: Choose the time zone of your contact base. By default, it is set to America/Mexico_City.
  2. Initial message (Phone Calls): Enter the initial message that the agent will say when the call connects.
  3. Template (WhatsApp): Select one or two pre-approved WhatsApp message templates.
    If the selected template contains an image header, an image upload field will be enabled. Make sure the image matches Meta’s approved content.
  4. Configure retries: Set how many times the system will attempt to contact a customer in case of no response or voicemail.
  5. (Optional) Configure retry loops (Phone Calls only): You can enable automatic loops so the campaign retries contacting unconverted leads. When enabled, you can configure:
    • Max number of loops per day
    • Cooldown time between loops (in minutes)
    • Status filters (e.g. skip users who already answered)
    • Tag filters (e.g. skip numbers marked as invalid)
  6. Set daily send limits (WhatsApp): Define how many messages can be sent per day. This helps avoid saturating the integration or exceeding WhatsApp limits.
  7. Save the campaign: Click Save to create the new campaign with your configuration.

Done! Your campaign has been created.

Once saved, the campaign will remain in “pending” state until you upload your contact list.

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Uploading Contacts

To run a campaign, you need to upload a list of contacts. Altur supports .csv files encoded in UTF-8 or similar formats.

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📄 CSV File Structure

Your file must include the following required columns:

ColumnDescription
contactPhone number in any format. Altur will automatically convert it to international E.164 format.
nameThe contact’s name, used to personalize the conversation.
contextAdditional information the agent can use in the conversation (e.g. offer details, payment amount, due date, etc.).

You may also include these optional columns:

ColumnDescription
idA unique identifier from your system. Altur will store it for internal reference.
override_agent_nameA custom name for the agent when speaking to this contact (overrides the default agent name).
override_agent_voice_idThe voice ID to be used specifically for this contact. Only available for phone campaigns. Must match a valid voice ID.

Invalid phone numbers or duplicate contacts will be skipped automatically.

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🧪 Example of a valid file

contact,name,context,id,override_agent_name,override_agent_voice_id
+5215555551234,Juan Pérez,"Amount: $1,500. Due: June 5",123,Inés,female_voice
+5215555555678,Ana Gómez,"Amount: $900. Due: June 7",124,Andres,male_voice
+5215555559012,Carlos Ruiz,"Amount: $2,300. Due: June 6",125,Inés,female_voice

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✅ Best Practices

  • Use a comma (,) as a delimiter, which is the default in most CSV editors (Excel, Google Sheets, etc.).
  • Avoid special characters in the column headers.
  • Make sure there are no leading or trailing spaces in the values.
  • Validate your contact data before uploading it.

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Launching the Campaign

Once the campaign is fully configured and the contact list has been uploaded:

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✅ Final Review

  • Review the campaign summary to confirm the configuration, time zone, and number of contacts.
  • Ensure everything looks good before proceeding.

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🚀 Launch

  • Click Start Campaign to begin sending calls or messages according to the configured schedule.

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📊 Real-Time Monitoring

From the campaign dashboard you can:

  • View the total number of interactions.
  • Track failed attempts, voicemails, retries, and converted contacts.
  • Monitor the overall progress of the campaign.

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📁 Exporting Results

  • During or after the campaign, you can export a CSV file containing:
    • Contact handling results
    • Details of calls or messages sent
    • Extracted data from interactions

This helps you extract results, analyze campaign performance, or create follow-up lists.

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🔁 Repeat or Archive

  • If the campaign uses loops, they will run automatically according to your settings.
  • If not, you can:
    • Repeat the campaign by uploading a filtered CSV (e.g. only non-converted contacts).
    • Archive the campaign if no further actions are needed.