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Campaign Preselection Agent ​

The Preselection Agent is an AI-powered feature that automatically evaluates contacts before making calls. This helps you focus your campaign efforts on the most promising contacts and improves overall campaign efficiency.

What is the Preselection Agent? ​

The Preselection Agent analyzes each contact before a call is made, checking whether they match your campaign criteria. Based on this analysis, contacts are either:

  • Approved for calling (status: "Waiting")
  • Excluded from calling (status: "Rejected")

The agent can also customize specific call details for each approved contact, making every call more personalized and relevant.

How It Works ​

1. Enable Preselection ​

  1. Navigate to your campaign's detail page
  2. Click on the Preselection tab
  3. In the Settings sub-tab:
    • Toggle Enable Preselection to activate the feature
    • Enter your Preselection Filter - a description of the criteria contacts should meet
    • Click Save to apply your settings

2. Add Contacts ​

When you add contacts to a campaign with preselection enabled:

  • Contacts are initially created with a "New" status
  • The preselection agent automatically evaluates them within a few minutes
  • Approved contacts move to "Waiting" status and will be called according to your campaign schedule
  • Excluded contacts move to "Rejected" status and will not be called

3. Review Decisions ​

View all preselection decisions in the Preselection → Contacts sub-tab:

  • Statistics: See how many contacts were imported, approved (eligible), and excluded
  • Contact Table: View all contacts with their preselection status and AI decision reasoning
  • Filter by Status: Focus on specific contact groups (New, Waiting, or Rejected)

Each contact shows:

  • Name: Contact's name
  • Status: Current preselection status (New, Waiting, or Rejected)
  • Decision: AI explanation for why the contact was approved or excluded
  • Evaluation Date: The date and time when the preselection agent evaluated the contact
  • Template Overwrites: Any customized call variables applied by the AI

4. Manual Override ​

You can manually override the AI's decision:

  • Approve a Rejected Contact: Click the Approve button to move a rejected contact to "Waiting" status
  • Reject a Waiting Contact: Click the Reject button and confirm to exclude a contact from calling

Preselection Filter ​

The preselection filter is a text description that tells the AI what criteria contacts should meet. The more specific and clear your filter, the better the AI can evaluate contacts.

Good Filter Examples ​

Example 1 - Job Recruitment:

Only contacts with:
- Good or partial German language skills
- Professional experience in their field
- Available to start within 3 months

Example 2 - B2B Sales:

Include only contacts from:
- Technology or software companies
- Companies with more than 50 employees
- Decision makers (CEO, CTO, or department heads)

Example 3 - Event Invitations:

Target contacts who:
- Have attended previous events
- Work in marketing or sales roles
- Are located in Berlin or Munich

Tips for Writing Good Filters ​

  • Be specific: Clearly state what you're looking for
  • Use bullet points: Make criteria easy to read and understand
  • Include exclusions: Specify what you don't want (e.g., "Exclude contacts without email addresses")
  • Consider your data: Ensure your filter criteria match the information available in your contact records
  • Use time-based criteria: The preselection agent knows today's date, so you can write filters that reference time — for example, "Only contacts available to start within the next 3 months" or "Exclude contacts whose contract ended more than 6 months ago"

Contact Statuses ​

Understanding preselection statuses:

StatusDescriptionCan Be Called?
NewContact has been added but not yet evaluated by the preselection agentNo - waiting for evaluation
WaitingContact has been approved and is waiting to be called according to campaign scheduleYes
RejectedContact has been excluded by the preselection agent or manually rejectedNo - unless manually approved

Template Overwrites ​

When the preselection agent approves a contact, it can also customize specific variables for that contact's call. These are called "template overwrites."

What Are Template Overwrites? ​

Template overwrites allow the AI to personalize each call by setting custom values for variables in your assistant's prompt. For example:

  • Adjust the campaign goal for a specific contact
  • Mention the contact's company name
  • Reference specific products or services that match the contact's needs

How They Work ​

  1. The preselection agent analyzes each contact's information (name, email, phone, metadata, history)
  2. Based on this information and your campaign goal, the agent determines relevant customizations
  3. These customizations are applied automatically when the call is made
  4. You can view all applied overwrites in the Preselection → Contacts table
  5. Template overwrites are preserved when you manually approve or reject a contact, and when you restart call attempts — ensuring personalized information remains intact throughout all contact status changes

Example ​

Campaign Goal: "Schedule product demos for interested leads"

Contact Information:

  • Name: Sarah Martinez
  • Company: TechCorp Solutions
  • Previous interaction: Attended webinar on CRM integration

AI Decision:

  • Status: Approved (Waiting)
  • Reasoning: "Contact works at a technology company and has shown prior interest by attending our CRM webinar"
  • Template Overwrites:
    • goal: "Schedule a follow-up demo focusing on CRM integration features"
    • company: "TechCorp Solutions"

Statistics ​

The Preselection tab provides quick statistics to help you understand your campaign:

  • Imported: Total number of contacts added to the campaign
  • Eligible: Number of contacts approved for calling (Waiting status)
  • Excluded: Number of contacts rejected by the preselection agent

Use these numbers to:

  • Gauge the effectiveness of your preselection filter
  • Understand what percentage of contacts meet your criteria
  • Identify if your filter might be too strict or too lenient

Best Practices ​

Writing Effective Filters ​

  1. Start Broad, Then Refine: Begin with general criteria and adjust based on results
  2. Use Available Data: Base your filter on information you actually have in your contact records
  3. Test and Iterate: Monitor approval/rejection rates and adjust your filter accordingly
  4. Be Realistic: Don't make criteria so strict that most contacts are rejected

Managing Preselection ​

  1. Review Regularly: Check the Preselection Contacts table to understand AI decisions
  2. Manual Overrides: Don't hesitate to manually approve promising contacts that were rejected
  3. Monitor Statistics: Keep an eye on your approval rate - aim for 40-70% eligible contacts
  4. Update Filters: Adjust your preselection filter as your campaign goals evolve

Performance Tips ​

  • Timing: The preselection agent runs every 3 minutes, so newly added contacts are evaluated quickly
  • Bulk Import: When importing many contacts, give the system a few minutes to process all evaluations
  • Campaign Schedule: Approved contacts (Waiting status) will only be called during your configured campaign hours

When to Use Preselection ​

Preselection is particularly useful when:

  • You have large contact lists: Filter out unqualified leads before spending calling time
  • Contact quality varies: Not all contacts in your list may be relevant
  • You want personalization: Let the AI customize calls based on contact information
  • You need efficiency: Focus calling efforts on the most promising opportunities

When Not to Use Preselection ​

Consider skipping preselection when:

  • All contacts are pre-qualified: Your list is already highly targeted
  • You want maximum reach: Every contact should be called regardless of criteria
  • Limited contact information: You don't have enough data for meaningful evaluation
  • Simple campaigns: The overhead of evaluation isn't worth the benefit

Troubleshooting ​

Contacts Stuck in "New" Status ​

Cause: The preselection agent runs every 3 minutes. Newly added contacts may take a few minutes to be evaluated.

Solution: Wait 3-5 minutes and refresh the page. If contacts remain in "New" status after 10 minutes, contact support.

All Contacts Being Rejected ​

Cause: Your preselection filter criteria may be too strict or not matching available contact data.

Solutions:

  1. Review your preselection filter and make it less restrictive
  2. Check if your contacts have the information required by your filter (e.g., if you filter by company size, ensure contacts have company data)
  3. Manually approve a few rejected contacts to verify they should be included

Preselection Decisions Don't Make Sense ​

Cause: The AI might not have enough context or the filter may be ambiguous.

Solutions:

  1. Make your preselection filter more specific and clear
  2. Review the "Decision" column to understand the AI's reasoning
  3. Use manual approvals/rejections to correct obvious mistakes
  4. Refine your filter based on patterns you see in incorrect decisions

No Template Overwrites Applied ​

Cause: The preselection agent only creates overwrites when relevant. Not every approved contact will have customizations.

Note: This is normal behavior. The agent only applies overwrites when it finds specific information worth customizing for that contact.

Important Notes ​

  • Data Privacy: The preselection agent only uses information already stored in your contact records. No external data sources are accessed.
  • Automatic Processing: Evaluation happens automatically in the background - no manual action required beyond initial setup.
  • Reversible Decisions: You can always manually approve rejected contacts or reject approved contacts.
  • No Impact on Existing Contacts: Enabling preselection only affects newly added contacts. Existing campaign contacts are not re-evaluated.

For more assistance with the Preselection Agent feature, contact your system administrator or support team.