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Managing Campaigns

Editing an Active Campaign

You can modify the parameters of an active campaign such as time delay between actions, AI variables from each messaging step, and audience. However, changes will only apply to future interactions and will not affect actions already performed.

  1. Go to Campaigns > Active.

  2. Click the three-dot menu next to the campaign or enter in the campaign view.

  3. Select Edit or Edit campaign.

Warning: Once a campaign is launched (no longer in Draft), its sequence is locked — you can’t add new steps or remove existing ones. If you need a different flow, pause or archive the campaign and create a new one (or duplicate the campaign and edit the copy before launching).


Pausing a Campaign

You can pause a campaign at any time. This is useful when you need to make adjustments or temporarily stop interactions.

  1. Go to Campaigns > Active.

  2. Click the three-dot menu next to the campaign or enter in the campaign view.

  3. Select Pause.


Duplicating a Campaign

You can duplicate any campaign (active, paused, or draft) from the three-dot menu. This creates a copy in Draft status that you can modify before launching.


Archiving and Deleting

  • Mark as archived Deactivates the campaign. It remains visible under the Archived filter.

    1. Enter in the campaign view.

    2. Click the three-dot menu

    3. Select Status > Archived

  • Delete Permanently removes the campaign.

Both options are available from the three-dot menu on the campaign card.

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