Launch Your First Campaign

Open the template picker

Go to Campaigns, click New Campaign, enter a name, and choose Voice AI > Create from template.

Pick Welcome Calls

Templates are grouped by line of business across the top. Find MA Welcome Calls under Medicare (or ACA Welcome Calls under ACA) and click it. The right side shows a preview: an Example conversation, the Automations created with this campaign, and the Required customer data (members missing those fields get skipped). Click Create Campaign.

Want a few campaigns at once? You can select more than one card, and the button changes to something like Create 3 Campaigns. Use Start with Assembly to discover and construct a custom draft instead.

Define your audience

In Configuration > Enrollment Automations, review the event/date anchor and conditions. For example, you might enroll recently enrolled members, subject to the policy-status and date rules your team confirms. Publishing does not automatically backfill existing customers.

Review the script

Open the Assembly tab and ask careCycle to walk you through the call. If you want it to sound more like your agency, just tell it. See Edit Your AI with Assembly, or read the Welcome Calls brief to see exactly what it says. Human scripts belong to routing groups and are configured separately.

Set your escalations

In Configuration > Scenarios & escalations, point each one somewhere: Transfer Call rows need a routing group, Book Appointment rows need a calendar, and Log Inquiry needs nothing. The campaign won't activate until every transfer and booking row is set. Review daytime and after-hours behavior. See Escalations.

Glance at the cadence

Configuration > Outreach contains the Pulse cadence of calls and texts, which comes ready to go with the template. Look it over and change anything you want in the full-screen editor. Save draft and Publish are separate actions. If it sends texts, make sure your SMS registration is done.

Check who gets in

Open Configuration > Enrollment Automations. This part depends on which one you picked:

• MA Welcome Calls comes with an automation that adds members 1 day after their enrollment date (with a policy status filter, so cancelled policies don't get a welcome). It checks once a night and doesn't go back for people whose date already passed.
• ACA Welcome Calls comes with an automation that adds members 1 day after their enrollment date, skipping cancelled policies. It also checks once a night and doesn't go back for people whose date already passed.

Either way, you can add people yourself from the Customers page with Add to campaign. See Add Customers to a Campaign.

Test it

On the Overview tab, use Test this Campaign to talk to the AI in your browser or have it call your phone. See Test Your Campaign.

Activate

Save configuration, publish the reviewed Pulse draft, and check calling numbers, AI dispositions, employee coverage, and delivery prerequisites. On the Overview tab, open the status menu, click Activate, and confirm with Yes, activate campaign. See How Campaigns Run for what happens next. Enrollment enablement remains a separate action.