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Terms & Definitions

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Scenario

A scenario defines the pre-built set of instructions the AI follows during a call. Scenarios are selected from the Scenario Library when you click “Add new project” in the Outbound Projects section on the Home screen.

Alternatively, if you have already created an Outbound Project or Inbound Agent in the past, you may still add either in the Home screen, which will look slightly different:

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Project

Once a scenario is selected, you’ll be taken directly to the Project Configuration screen. A project is your workspace where you configure the AI agent by filling out the fields defined by the selected scenario.

Project Configuration
Each scenario contains a unique set of configuration fields specific to the call type or objective you’ve selected. These fields guide how the AI will interact with contacts during calls. Some scenarios may include:

• Calendar selection (only if the chosen scenario supports appointment scheduling).
• Meeting duration and location (scheduler scenarios only).
• Company name.
• Value propositions.
• Product/service pricing.
• Objection handling.
• Key information the AI should reference.
• Custom voicemail message.
• Custom prompts, scripting, or dynamic behavior fields (depending on the scenario).

The fields presented will automatically adjust based on the Scenario you picked during project creation.

Once configuration is complete, you may proceed to create campaigns linked to this project.

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Campaigns

Scrolling down the Project Details screen, there will be a Campaigns section. They are defined as a set of calls to a selected group of contacts, where you select recipients, duration, and launch timing. Clicking on +New Campaign will open the Campaign Settings Panel:

1. Campaign Settings

This is the first configuration screen displayed when creating a new campaign. It includes:

• Campaign Name
• Campaign Description
• The AI name and voice
• Whether or not to leave a voicemail
• Campaign duration (in hours, days, or months)
• Start time (immediate or scheduled)

2. Call Settings

A section for advanced call handling options:

• Noise Isolation Mode — Filters out voices outside your conversation.
• Maximum Call Duration — 5, 10, 15, 20, 30, 40, or 60 minutes.
• Background Sound — None, Coffee Shop, Call Center, Outdoors.
• Background Sound Volume — Appears when a background sound is selected; allows volume adjustment via slider.

Once you complete these settings and click Save Campaign, a new interface is created specific to the campaign.

3. Campaign Configuration

After saving, you are taken into the Campaign Configuration screen:

The Campaign Configuration inherits the original Project Configuration but allows edits specific to the audience or campaign. This is where you fine-tune scenario-specific inputs:

• Value propositions
• Appointment reasons
• Objection handling
• Custom messages
• Any other scenario-specific training fields

4. Contacts

Scroll further down to access the Contacts section, where you can:

• Upload CSVs
• Import from a connected CRM
• Add contacts manually

Refer to Phone Number Management for more detailed information on managing your Contact numbers.

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Details

Once a campaign is created, the campaign view updates to show all campaigns within the project. Each campaign card will display:

• Campaign name
• Assistant (AI agent) - the chosen AI agent running this campaign
• Caller name - the custom name given to the AI agent by the user (defaults to the original name if none given)
• Duration (hours/days/months) - how long the campaign will run, with three different time frame options: hours, days and months
• Status - displays the final outcome of the call as per our Call Statuses definitions
• Actions - including Duplicate, View, Delete, and Execute to initialize a “Not Started” campaign, or reinitialize a “Paused” campaign

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FAQs & Troubleshooting

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General Questions

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Configuration

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Usage and Results

For additional questions or guidance, try using our Virtual Support Agent! Available 24/7 at thinkrr.ai/support.

If you still need assistance, visit our support site at help.thinkrr.ai and submit a Ticket or contact our team directly at hello@thinkrr.ai.