Campaigns

Overview

Campaigns reach your audience across multiple channels and route every reply to an AI Agent. Upload a contact list, define how the agent engages each person, then track results from one place.

Moveo offers two campaign types. Both share the same foundation — an audience, an AI Agent, and multi-channel messaging — but serve different goals.

Campaign types

Outreach

Proactive engagement for marketing and lifecycle messaging, such as promotions, reminders, and re-engagement. An outreach campaign sends a primary message, retries with a fallback if delivery fails, and follows up when a contact stays silent.

See Outreach campaigns.

Payment recovery

Regulated debt collection that contacts people with overdue balances and works toward a resolution, such as a promise to pay or a completed payment. Payment recovery captures debt details per contact and, with autonomous actions, runs under a compliance profile.

See Payment recovery campaigns.

How a campaign works

Every campaign shares the same building blocks, regardless of type:

• Audience — Upload a CSV of contacts. The platform previews each row and flags issues, such as missing contact details or duplicates.
• AI Agent — Choose the AI Agent that handles replies. The dropdown lists each AI Agent's draft and published versions.
• Tags — The campaign name generates a matching tag for filtering conversations. Add more tags for reporting or routing.
• Message journey — Define how contacts are reached, either as a fixed sequence or with autonomous actions.
• Scheduling — Send immediately or schedule a future launch with date, time, and timezone.
• Tracking — Follow campaign status, subscriber activity, and message logs after launch.

Autonomous actions

Autonomous actions let the AI Agent decide the best next action for each contact, instead of following a fixed message sequence. When enabled, the campaign becomes agentic: the agent chooses the channel, message, and timing per person to work toward a goal you define.

Autonomous actions is a capability you turn on during campaign setup, under the AI capabilities section. It applies to both campaign types.

Standard versus autonomous

Aspect	Standard campaign	Autonomous actions
Message flow	Fixed: primary, fallback, follow-up	Chosen per contact by the agent
Channel	Set per step	Selected by the agent
Timing	Fixed delays	Adapts to contact behavior
Goal	Not required	Required

Setting a goal

When autonomous actions is on, a Goal is required. It defines what a successful conversation achieves. How you set it depends on the campaign type:

• Outreach — Enter the goal as free text, such as booking a demo or confirming an appointment.
• Payment recovery — Select a goal from the dropdown, such as Promise to pay (PTP) or Claim of payment. A compliance profile is also required.

note

The goal guides the agent's decisions for every contact. Keep it to a single, measurable outcome.

Evaluate first message

When autonomous actions is on, the Evaluate first message checkbox shows below the Autonomous actions switch. It is off by default. Select it to make the AI Agent approve the first message to each contact before it goes out. The agent picks the send time for that message. As a result, quiet hours and compliance rules apply from the first contact.

This setting has two trade-offs:

• First messages go out gradually, not all at once.
• If the AI Agent cannot decide, the contact is not reached.

You can change the setting only before the campaign starts. If you turn off autonomous actions, the checkbox is cleared. In the API, the setting is nba_config.evaluate_first_message.

Compliance profiles

A compliance profile is part of the autonomous agent. When you enable autonomous actions on a payment recovery campaign, you select a compliance profile that applies protections respecting legal restrictions, such as quiet hours, frequency caps, and stop-contact requests. Outreach campaigns do not use compliance profiles.

See Compliance profiles for the available profiles and the rules each one enforces.

Choose a campaign type

• Reach your audience with marketing or lifecycle messaging → Outreach campaigns
• Recover overdue payments under regulatory rules → Payment recovery campaigns