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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.

The Create menu in the Campaigns list, open to show the Outreach and Payment recovery options.

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 the latest 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

AspectStandard campaignAutonomous actions
Message flowFixed: primary, fallback, follow-upChosen per contact by the agent
ChannelSet per stepSelected by the agent
TimingFixed delaysAdapts to contact behavior
GoalNot requiredRequired
The AI capabilities section with Autonomous actions selected, and the AI Agent's goal field filled in below it.

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 securing a promise to pay or completing a 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.

Availability

Autonomous actions is rolling out gradually. If you do not see the AI capabilities section in campaign setup, contact your account manager or support.

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