Overview
Taalk’s Campaign Contacts System is designed to streamline contact management and enhance campaign efficiency. By integrating real-time data referencing and robust tracking tools, the system ensures AI Agents operate with precision and campaigns are executed with full visibility into contact performance and outcomes.
Key Capabilities
1. Dynamic Contact Referencing (TaalkReferenceField)
Using the Taalk_FieldName format, you can tag contact fields for real-time referencing by AI Agents. This enables scripts and prompts to dynamically insert specific data (e.g., first name, ZIP code), ensuring contextual relevance and operational accuracy across campaigns.
Example:
•Field: Taalk_FirstName
•Usage: AI Agent says “Hi {FirstName}, I’m calling regarding…”
2. Contact Upload and History Tracking
•Upload contacts via CSV or API.
•Track how many contacts have been added over time.
•View historical upload logs and integration performance.
•Includes metadata such as upload time, contact source, and list segment.
3. Statistical Analysis
Gain insights into campaign performance through detailed contact metrics:
•Retry Count: See how many times each contact has been reached (1x, 2x, up to configured maximum retries).
•Call Duration Segments: Analyze contact interactions by duration brackets:
•0–60 seconds
•60–90 seconds
•90–120+ seconds
•Helps evaluate lead quality and optimize dialing strategies.
4. Existing Contact Management
•All uploaded contacts are stored with associated metadata (e.g., phone number, ZIP code, region).
•Apply filters for:
•Area/state-based exclusion
•Retry eligibility
•Contact priority
5. Outcome Categorization
Automatically classifies call results:
•Answered
•Refused
•No Response
•Voicemail
•etc.
You can manage contact records directly via the UI (option button), allowing removal or status updates.
6. Do Not Call (DNC) Management
•Fully integrated at the campaign level.
•Add/remove contacts from the DNC list.
•Ensure compliance by dynamically checking DNC status before dialing.
When Is a Campaign Out of Dialable Leads?
A campaign is marked as DONE when there are no remaining dialable leads under current campaign constraints. This state is influenced by multiple factors including:
•Max Retry Threshold: If the max_retry is set to 15, once all eligible contacts reach 15 call attempts, the campaign is concluded.
•Contact Filters: If filters exclude all remaining contacts (e.g., DNC, ZIP exclusions), the campaign may end even if not all contacts hit retry limits.
•Dialing Rules: Campaign progression logic (e.g., lead prioritization, time windows) may affect dialable status.
Best Practices
•Define TaalkReferenceField values consistently during contact upload to ensure agent scripts function correctly.
•Use retry and time-segment statistics to refine lead lists and improve conversion.
•Regularly audit DNC lists and contact status to maintain compliance and improve campaign accuracy.
Additional Resources
•Refer to the API documentation for programmatic contact upload and campaign status checks.
•See internal KBs for schema validation rules and field mapping guidance.
