A campaign messages your customers first, such as a payment reminder, a renewal or an offer. Texa AI answers the replies. Nobody who opted out is contacted.
Campaigns are in Texa AI → Campaigns. The SMS and WhatsApp pages under Campaigns in the menu open the same place, so every campaign gets the same protections.
Campaigns open once your business is verified. Below a limited company, Texa staff look at your first campaign before it sends, usually within a working day, and it starts by itself once approved. See Verify your business.
Make a campaign
Choose New campaign, then fill in each part.
Goal
Under What it does, choose:
- Sends a message; Texa AI answers replies: you write the message, and Texa AI handles whatever customers reply.
- Texa AI pursues an objective with each person: such as a payment follow-up or a booking reminder. Texa AI writes the first message and works towards the objective in each conversation. Under Record outcomes in your system (optional), choose one of your actions, such as recording a promise to pay.
Who
- Segment: from Texa AI → Research → Audiences.
- Contacts with any of these labels: the labels on your contacts in Texa Desk.
- Or a CSV with a
phonecolumn, andfirst_nameandlanguageif you have them.
The audience is read when the campaign starts. People who opted out, and numbers on your Do-not-disturb list, are skipped.
Holdout (%) is a share nobody contacts, so you can measure what the campaign changed.
How
Up to three steps. The first step goes to everyone. The next goes only to people who haven’t replied by then.
- First: a WhatsApp template, or an SMS.
- Then, after a number of hours (Wait before the next step (hours)): an SMS, or A call from Texa AI for an objective.
For WhatsApp, choose the Inbox and an Approved template, and fill Its variables. In a message, use {first_name} or a column of your file.
When and how often
- Start (optional): nothing is sent before then. Leave it empty to send as soon as it’s started.
- A sending window, From and Until. Messages go only inside the window, in each person’s own time zone.
- Per person, at most a number of messages in a number of days, so nobody is messaged too often.
Outcomes
Counts as converted when your system sends (optional): an event type, such as payment, so the report counts conversions.
Approve and start
Choose Save draft. A named person approves each campaign before it sends anything: type Your full name under Approve this campaign. Nothing is sent until it’s started.
Daily limits
How many campaign messages you can send a day grows with your verification stage: up to 1,000 a day for a Starter and 10,000 for a business name. A new company’s daily allowance opens in steps after clean sends, and is cut back if many people opt out or messages fail. This protects your WhatsApp number’s quality rating.
The report
Each campaign shows who was Reached, how many Delivered, Replied and Converted, the Cost per conversion, the results By channel, and Against the holdout. People lists each person with what happened, such as waiting, replied, converted, opted out, skipped or failed, and what Texa AI recorded with them.
What it costs
Each campaign message or call placed costs 5 credits, and Texa AI’s replies are charged as usual. WhatsApp templates are billed by Meta to your own WhatsApp account.