How to create an Inbound campaign

an inbound inbound campaign allows your phone agent to handle calls coming into your practice it can welcome callers, answer questions, book sessions, or transfer calls to the right person automatically this guide walks you through every step of creating one from start to finish step 1 start from the campaigns tab go to the sidebar menu and click phone agent from the dropdown, select campaigns click the blue button create new campaign at the top right of the page a side panel will appear asking how you want to start your campaign step 2 choose how to start you have two options blank begin with a blank canvas and design your workflow freely template choose from ready to use options such as lead qualification agent , appointment scheduler , or customer satisfaction survey once you select your starting point, choose inbound inbound as the campaign type, then name your campaign after that, click create campaign this opens your main campaign canvas , where you can visually build and customize your workflow think of it as your creative workspace where you can connect different blocks and decide how the ai phone agent will interact with callers step 3 explore the top bar tools at the top of your canvas, you will find four tools that help you customize your campaign edit button allows you to start editing the workflow and add or modify nodes attach button lets you attach a specific document that your phone agent can read and use for this campaign only this step is optional global prompt button allows you to set one general instruction or tone that applies to every step in your campaign this is also optional settings button opens your campaign schedule settings here, you can adjust operating hours (default is 9 am to 5 pm) active days for your campaign time zone (very helpful if your clients are in other states or countries) step 4 edit your canvas click edit to start building your campaign you will see a call start node already placed on your canvas every inbound campaign begins with this node you can click it to edit , copy , or delete it each node connects to another using a small plus icon (+) that appears beside it this icon allows you to link different steps together and build a full call journey there are five types of nodes you can use to build your inbound campaign conversation node the conversation node is used when your agent needs to talk or ask questions click it to open its configuration panel on the right side you can set node title the name of this step first message what the phone agent says first system prompt the instructions guiding the tone or behavior response type choose how the caller can respond (yes or no, multiple choice, number input, or open text) response branches create different paths depending on the caller’s answer click add branch and define the keyword or phrase that triggers each branch fallback message what the agent says if the answer does not match any branch when finished, click save action node the action node is where your phone agent performs a specific task click it to configure the following action type choose from options such as book session cancel session reschedule session answer faq create task send intake documents authenticate caller collect referral info trigger another campaign escalate to a human assistant global node toggle you can enable this option if you want the node to apply globally across the campaign (it is disabled by default) system prompt add instructions or tone for this action service type choose between therapy session, workshop, or group class if your service type is not listed, you can contact our team to customize it duration set the session length in minutes provider choose which provider this action belongs to confirmation message write what the agent says after completing the task successfully transfer call node the transfer node redirects the call to a real person or department in its configuration panel, you can set transfer to choose from general manager, technical support, sales, manager, or a specific agent system prompt describe how the agent should behave (for example, be polite and reassuring) transfer message the message your agent says before transferring the call hold music choose the background music while waiting, such as jazz, nature, or calm tones maximum wait time define how long the caller waits before the transfer ends transfer phone number enter the number the call should be redirected to api request node this node connects your ai agent with other systems through an api call it allows the campaign to fetch or send data automatically when you click the api request node, you will see the following configuration options api endpoint enter the web address of the api you want to connect to http method choose the method for your request (get, post, put, or delete) system prompt optional instructions for how the phone agent should handle the api call headers add headers if the api requires authentication or specific content types request body (json) define what information to send in the request using json format example { "key" "value" } response mapping explain how the system should use the response from the api, such as saving data, extracting values, or updating variables this node is useful for advanced users who want to connect eggmed to their crm, scheduling tools, or other platforms automatically end call node this node finishes the call politely and can trigger a follow up you can set goodbye message what the phone agent says before ending the call system prompt instructions about tone or phrasing follow up action choose from sending an email summary, scheduling a callback, or creating a follow up task step 5 save your work when your campaign is complete, always click save to make sure your progress is not lost for security reasons for security reasons , the session will automatically expire if your screen stays idle for more than 180 minutes this timeout is part of eggmed’s hipaa compliant data protection system return to the campaigns tab and toggle your campaign on to activate it your inbound campaign will now run automatically according to your setup, while you can monitor responses and performance directly from the dashboard tab your inbound campaign is now ready you can test it, make adjustments anytime, or duplicate it for future workflows once you are happy with the setup, return to the campaigns tab and toggle your new campaign on to start using it