Campaign Toolkit
Choose a campaign type and configure its routing groups, calendars, scripts, outcomes, and Pulse outreach.
Some configuration in careCycle does not belong to any single campaign. Routing groups, calendars, scripts, and sources are shared building blocks: you configure them once, and every campaign (and Cora, your Receptionist) can use them.
You manage these from Configure in the sidebar, which has a tab for each building block: Routing, Scripts, Calendars, and Sources.
Because these building blocks are shared, editing one changes it everywhere it is used. careCycle shows you which campaigns use each item before you edit, so check that list before making changes during business hours.
The Building Blocks
Start with Campaign Types and Configuration to choose Voice AI, Inbound Agent Queue, or Outbound Agent Queue and understand the settings each uses. Your organization Receptionist has a dedicated setup guide.
Campaign Types and Configuration
Choose the right campaign, configure its handler and follow-up, and review it before activation.
Routing
Where live calls go when the AI or an agent transfers: your team's softphones, an external number, or a dynamic destination.
Scripts
Conversation guides with questions and fields for live calls.
Calendars
Availability, appointment lengths and limits, routing, and reminder workflows for AI-booked appointments.
Pulse
The workflow builder that decides when each campaign calls, texts, waits, and retries.
Sources (where your leads and calls come from) also have a tab in Configure; they get their own section covering source tracking and ping-post.
How They Connect
A typical escalation shows why these are shared: Cora takes a call, an Assistant Behavior says "transfer plan complaints live," the routing group routes the call to your service team's softphones, and the agent who answers sees the script attached to that routing group. If nobody is available, a configured booking fallback can offer a future appointment using your calendar. Review the actual fallback rather than assuming booking is enabled. Pulse is a campaign-owned outreach sequence, while routing groups, calendars, scripts, and source definitions are reusable shared resources.