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Campaign name
Campaign unique ID
Caller ID —
Campaign power
Campaign is OFF
This campaign is archived. Unarchive it from the left panel before editing any settings.
Save
Follow-up🔔
Schedule🕘
Filter♻️
Reports⬇️
Call Limits
Contacts👥
Contacts Remaining: 0 | Calls placed today: 0 | Starred Leads: 0 | Recycled: 0 SMS follow-up — SMS sent: 0 · SMS received: 0 · Link clicks: 0

Select or create an AI calling campaign

Choose a campaign from the left side or create a new one to open the AI Agent, star-lead follow-up, contacts, scheduling, filter keywords, reports, and daily call limits. Open Inbox from the top bar.

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Archived campaigns cannot be edited until you Unarchive them from the left sidebar. Inbox (top bar) is for threaded SMS conversations—not for configuring this AI agent card. Archived campaign AI settings stay on this campaign—they do not reopen from Inbox thread search alone.

Editing the wrong duplicate? Look up the CMP-XXXX id at the top of this panel and confirm it matches the sidebar row you intended. Duplicated campaigns each get their own id and appear as separate sidebar cards.

Generated drafts are not persisted until you tap Save in the orange toolbar.

Agent health Scans, gaps & pitch
Agent Health: checking…
We’ll read your calls, extract what worked, and surface what’s missing. Tap Optimize AI above for a fresh call scan and an AI recommendation pass.

Outbound SMS/email templates and Generate SMS & email drafts (GPT-5.5) live under Additional Outreach, not in Agent health.

Agent health covers call-scan facts, gaps, and pitch recommendations. Uploading voicemail audio or editing SMS/email follow-up copy belongs under Additional Outreach.

Calls —
Interested —
Not interested —
Avg duration —
! 0 questions your AI couldn’t answer
✓ 0 winning rebuttals already added
★ Opening pitch recommendation
%
Default

What type of voice agent?

Default

Detecting Voicemail and Leaving voicemails

Default

Detecting IVR and Google voice

Additional outreach covers voicemail/audio on machine pickups plus SMS/email drafts for follow-ups. Your contacts live under the Contacts icon in the toolbar above—this tab is not your address book. Need a new outbound phone number? Use the Caller ID change button in the campaign header at the top of this page — not the Outreach card, not Agent health scans, and not Call limits (Call limits adjust pacing only).

Voicemail AI or uploaded audio

Pick a mode below for voicemail / machine pickups. SMS drafts for follow-up texts live under SMS follow-up; email drafts under Email follow-up — both below.

Choosing AI Generated controls only voicemail audio. SMS during calls stays enabled for the agent by default—SMS follow-up below holds your draft text.

Voicemail / recording only changes the audio left when a machine picks up—it does not send SMS and it does not turn off SMS sending for the agent. Skills is for voice-agent type and custom skill lines—not this audio vs SMS split. AI Generated voicemail and follow-up SMS are independent—one never controls the other, even across multiple campaigns. AI Generated vs Upload Recording above swaps voicemail audio only — expand SMS follow-up below for SMS drafts.

SMS follow-up Market brief & SMS body

Used when Sending Text Message is on for this campaign; Sending Email gates sends for the email drafts in Email follow-up below. Saves with Save AI agent. GPT-5.5 uses Skills-tab context, AI-learned facts, Agent health excerpt, and the market brief here for both channels when you tap Generate (expand Email follow-up to view or edit outbound email drafts).

Paste 2–4 sentences covering market, geography, competitors, and differentiation. Website URL alone is not parsed—EzPz does not infer context automatically from other campaign fields; type or paste it here.

Text message (SMS)

SMS is plain text by design — there is no rich editor here, in Agent health, or anywhere else in EzPz. HTML, fonts, and bullet styles are stripped on send.

Pasted HTML or Word formatting will be stripped to plain text on send.

Searching for “opt-out” or “STOP”? There is no separate carrier opt-out control elsewhere on this campaign card — compliant opt-out wording belongs here in your SMS draft.

Generate only fills drafts in the browser—it does not persist anything. Tap Save AI agent in the orange campaign toolbar to save. Do not refresh the page before saving or your drafts will be lost.

Email follow-up Subject, templates & body
Email

Looking for SMTP, domain, or credentials? Configure those under Settings → Email — not on this card. Here you only preview subject and body copy.

Credentials, domains, or relay hosts live in workspace/admin email settings—not in this outreach card UI.

Step 1: enter the Agent Name on the Voice agent tab. Step 2: tap Save in the orange toolbar. Step 3: return here to place the test call. Templates and SMS/email copy are on Additional Outreach, not below.

Previews live audio only — bulk lists live under Contacts in the top toolbar.

Calls a US number so you can hear the agent.