Setting up Campaigns and configuring your assistant's behavior across campaigns has always required a little too much hand-holding from us. That changes this week.

Here's what we shipped.

Campaign Templates

Creating a MA approval calls campaign

You can now create your own campaigns from one of several pre-defined templates with their pulse cadence already configured. Any customers added to these campaigns must have the “required fields” present for the assistant to be able to speak to them.

Assistant behaviors

You can now control exactly how your assistant behaves in each campaign, separately for business hours and after hours. Want to transfer to your top agent when someone asks to cancel? Book an appointment after hours when a lead is interested in an ancillary policy? Set either of those up in one click.

Assistant behaviors are only available on campaigns created from a campaign template, for custom campaigns we will configure this behavior for you

Agent Dashboard

Agents now have their own dashboard. See priority tasks, due inquiries, and a snapshot of your activity over the last month — all in one place.

Some more stuff

Inquiry Reassignment - Admins can now reassign inquiries to any other user in their organization. The new owner gets an email notification and the customer shows up in their inbox automatically.
State Based Routing - Route calls to agents based on the states they're licensed in.
“Requirements” task types - New task type: Requirements. These are different from regular tasks — they come directly from your carrier and flag when a customer has outstanding actions that need external validation, like verification or compliance steps. Regular tasks are for internal follow-ups.