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Access the Campaigns at https://platform.bolna.ai/campaigns

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Overview

Create automated communication sequences with phone calls, WhatsApp messages, and email notifications. Chain workflows with conditional logic to build complex multi-step campaigns.
Bolna workflows and campaigns dashboard showing list of created workflows

Bolna Workflows and Campaigns Dashboard

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Key Concepts

Workflows

Reusable templates of multi-step communications (calls, WhatsApp, emails) including delays between steps

Campaigns

Deployments that execute workflows with specific contact data and timing

Steps

Individual actions within a workflow (call, WhatsApp, email, retry)

Criteria

Conditions that determine workflow transitions and campaign flow

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Workflows

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What are Workflows?

Reusable sequences of communication steps that define the type, timing, and order of actions across multiple campaigns.
Bolna workflow builder interface for creating multi-step communication sequences

Workflow Builder Interface

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Workflow Step Types

Call Steps

Purpose: Initiate outbound phone calls to contactsFeatures: AI-powered conversations, voicemail detection, call timeout settingsTiming: Configurable delay from previous step

WhatsApp Steps

Purpose: Send WhatsApp messages to contactsFeatures: Pre-notification before calls, interactive buttons and CTAsPrerequisite: Ai Sensy API key must be connected

Email Steps

Purpose: Send email notifications and follow-upsFeatures: Template-based emails, scheduling informationTiming: Configurable delay from previous step

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Creating Workflows

1

Access Workflow Builder

  1. Navigate to the Workflows section in your dashboard
  2. Click “Add New Workflow” or select an existing workflow to edit
  3. The visual workflow builder opens with drag-and-drop functionality
Add new workflow button in Bolna dashboard

Accessing the Workflow Builder

2

Add Steps

  1. Add Steps: Click the “Add Step” button to insert new communication steps
  2. Step Types: Choose from Call, WhatsApp, or Email
Adding call WhatsApp and email steps to workflow

Adding Steps to Workflow

Adding WhatsApp Steps:
  1. Click the ”+ Add Step” button in the workflow builder
  2. Select “WhatsApp” from the dropdown menu
  3. The WhatsApp step will appear in your workflow canvas
WhatsApp step added to workflow canvas

Adding WhatsApp Step to Workflow

3

Configure Steps

  • Step Label: Give each step a descriptive name
  • Timing: Set delay in minutes from previous step
  • Step Configuration: Configure specific settings for each step type
Workflow step configuration panel with timing and label options

Editing Workflow Steps

4

Save Workflow

Click “Save Workflow” to persist your changes

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Configuring WhatsApp Steps

Before adding WhatsApp steps to your workflow, you must first connect your Ai Sensy API key.
Connect Ai Sensy API Key: Providers → Search “Ai Sensy” → Connect → Enter API Key → Save
Connecting Ai Sensy API key in Bolna providers section

Connecting Ai Sensy API Key

  1. Click on the WhatsApp step to open configuration
  2. Template Name: Your Ai Sensy template (e.g., welcome_message)
  3. Parameter Keys: CSV column names for template parameters (click ”+” to add multiple)
  4. Click “Save”
WhatsApp step configuration with template name and parameter keys

Configuring WhatsApp Step

Parameter keys must match CSV headers exactly. Template name must match your approved Ai Sensy template.

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Workflow Examples

Simple single-step workflow for immediate outbound calling.
WhatsApp notification first, call after 30 minutes, then email follow-up.
Example multi-step workflow with WhatsApp call and email steps

Example Workflow Flows

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Campaigns

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What are Campaigns?

Execute workflows with specific contact data, agents, and schedules. Can be single workflow or multi-workflow with conditional logic.
Bolna campaigns dashboard with campaign list and status

Campaign Dashboard

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Campaign Types

  • Execute one workflow across all selected contacts
  • Simple setup and execution
  • Perfect for basic outreach and follow-up sequences
Single workflow campaign setup with workflow and agent selection

Single Workflow Campaign Setup

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Creating Campaigns

1

Campaign Details

  1. Campaign Name: Choose a descriptive name for your campaign
  2. Description: Optional description of the campaign purpose
  3. CSV File: Upload contact data in CSV format
    • Required Fields: Name, phone_number (in E.164 format)
    • Optional Fields: Any variables used in the agent
Campaign creation form with name description and CSV upload

Campaign Details Configuration

2

Workflow & Agent Selection

  1. Select Workflow: Choose from your available workflows
  2. Select Agent: Choose the AI assistant for communication
  3. Phone Number: Optional caller ID for outbound calls
  4. Add Multiple Workflows: For complex campaigns with multiple workflow pairs
Workflow selection and AI agent assignment for campaign

Workflow and Agent Selection

3

Advanced Configuration (Multi-Workflow)

  1. Add Workflow Pairs: Workflow + Agent combinations
  2. Set Criteria: Conditions for workflow transitions
  3. Configure Timing: When to start next workflow
  4. Test Configuration: Validate setup before launch
Advanced multi-workflow configuration with criteria conditions

Multi-Workflow Configuration

4

Review & Launch

  1. Review Summary: Check all settings and configurations
  2. Validate Data: Ensure contact data is correct and complete
  3. Launch Campaign: Start execution and monitor progress
Campaign review and launch page with start button

Campaign Review and Launch

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Multi-Workflow Campaigns

For multi-workflow campaigns, you can create workflow-agent pairs with specific criteria:

Basic Pair

  • Workflow: Select workflow
  • Agent: Choose AI assistant
  • Phone Number: The number agent calls from

Advanced Pair with Criteria

  • Workflow: Select workflow
  • Agent: Choose AI assistant
  • Phone Number: The number agent calls from
  • Criteria: Conditions for transition
  • Next Workflow Time: When to start next workflow
Workflow-agent pair configuration for campaign steps

Workflow Pair Configuration

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Criteria and Conditions

Criteria builder with comparison and logical operators

Criteria Configuration Interface

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CSV Data Format

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Required Format

All phone numbers should include the country prefix in E.164 format and use contact_number as the header.
example_batch_file.csv
CSV data format example with contact numbers in E.164 format

CSV Data Format Example

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Callback Matching

When contacts call back, Bolna matches their phone number to the CSV row for personalized conversations. Example: Agent can say: “Hi John, I see you’re calling about the product you showed interest in at Acme Corp.”

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Excel/Google Sheets Tips

In Excel, add an apostrophe before + (e.g., '+91931237890) to prevent formula interpretation.
Campaign system is in beta. Phone call workflows are fully functional. WhatsApp and email coming soon.

Get Started

Create your first workflow and campaign