Native AI Campaigns: Bulk AI Phone Screening
Pair one AI agent with one audience, choose when it runs and how many times it tries, and launch. Every enrolled applicant is tracked from first attempt to final outcome.
- from Audience to Launch in the wizard
- 4 steps
- to enroll new matches while a campaign runs
- 15 min
- per applicant by default, at most 3 a day
- 6 attempts
- of analytics, filterable by campaign and agent
- 14 tiles
Phone-screen a whole audience in one campaign, inside rules you control.
A Native AI campaign pairs one AI voice agent with one audience of applicants and calls everyone who matches, inside your calling rules. You choose when it starts, when it ends, how much it may spend, and how many times each applicant is tried. Then you watch every applicant move through it, and pause, edit, or end the campaign whenever you need to.
At a glance
- What it does
- Pairs one agent with one audience, calls everyone who matches inside your calling rules, and tracks each applicant until they have a final result.
- Where to find it
- HR › Applicants › Native AI › Campaigns tab. AI calling audiences live under Admin › Communication › Audiences › AI Calling Audiences.
- Who can use it
- Anyone with the Native AI permission can create, edit, launch, pause, end, and delete any campaign. Only an office admin can turn AI calling on or off, change calling rules and Test mode, and assign a campaign's owner.
- What it costs
- Calls draw on prepaid credits: $0.15 per started minute at today's rate, and one credit is one dollar. A campaign can also carry its own budget in dollars.
- Good to know
- A campaign launched while something is missing, such as credits or a number, launches as Held and starts by itself when the hold clears.
Why recruiters care
- Pick who gets called with filters you already use: status, sub-status, next action, interview status, interviewer, job posting, application source, and application date. A live count shows how many applicants can really be called.
- Leave “Enroll new matches” on and applicants who match later are enrolled within 15 minutes, so the list keeps itself current.
- See every applicant's attempts (for example “2 of 6”), last outcome, and when and why the next attempt waits.
- Take one waiting applicant out for good with Remove, or pause the whole campaign with a single switch.
Why leaders care
- Set a budget in dollars. At that spend the campaign is held with “Budget reached”, and a call already in progress still finishes.
- Make the rules stricter for one campaign (a later start, an earlier end, fewer days, more blackout dates, fewer attempts) without touching the office rules. A campaign can never go beyond them.
- Holds are automatic and visible. When credits, a number, the agent, or the voice provider is the problem, the campaign says so and restarts by itself once it is fixed.
- Read contact rate, cost per qualified applicant, and the busiest hour for conversations, for a date range, one campaign, or one agent.
Launch your first campaign.
Set up once, then launch as many campaigns as you like.
- 1
Read the setup checklist
Open HR › Applicants › Native AI. On the Campaigns tab, use “Fix this” until the four required steps are done: a supported office phone number (done automatically), an active AI calling number, credit for at least 10 minutes ($1.50 at today's price), and the office time zone. Set the time zone in My Company › Company Information.
- 2
Add a number, credits, and a forwarding number
On Settings › Numbers, buy an AI calling number. On Settings › Credits, buy credits. Add a call forwarding number in your company settings so applicants who call back reach a person.
- 3
Check the calling rules
On Settings › Calling rules, check the hours, days, attempts, and blackout dates (use “Add US federal holidays”) and save. Only an office admin can edit them.
- 4
Build the agent and test it
On the Agents tab press “Create agent”: name, role, voice, questions with their rules, the facts the agent may share, and the Qualified and Not qualified sub-statuses. Press “Test call”, answer your own phone, then open the call and check the outcome, answers, and recording. Edit the agent until it sounds right.
- 5
Create the campaign
Build the audience under AI Calling Audiences or in the wizard, and check the live count. On Campaigns press “New campaign”, complete the four steps, read the review, then press Launch or Save as draft. Want a rehearsal first? Use Test mode with your own number on the allowlist.
- 6
Switch on and listen in
Ask an office admin to press “Turn AI calling on”, and make sure Test mode is off before the real run. Watch the campaign page, and open Calls to listen to the first calls.
Choose exactly who gets called.
An AI calling audience is a saved set of filters that selects which applicants to call. Build it once under Admin › Communication › Audiences › AI Calling Audiences (you also need the Audiences permission), or build it inside the campaign wizard. Integrated Auto Dialer audiences cannot be used here, and the reverse.
- Filter by Status, Sub-status, Next action, Interview status, Interviewer, Job posting, Application source, and one Application date. Choose at least one. Blocked and Duplicate are never offered.
- Inside one box any choice matches, and an applicant must match every box you fill in.
- The live count shows who you can really reach: “412 applicants match, 371 can be called”. It leaves out applicants with no valid US number, applicants on the Do Not Call register, and applicants in a status your office never calls.
- Tick “Save to my audiences” in the wizard to reuse it. Unticked, it belongs to that campaign alone. Changing the filters of an audience that live campaigns use asks you to confirm, and such an audience cannot be deleted.
Four steps from audience to launch.
Press “New campaign” and a dialog walks you through Audience, Agent and outcomes, Schedule, and Review. Click a step you have already reached to go back.
- Audience: name the campaign (up to 255 characters, different from your other campaigns) and choose a saved audience or build a new one.
- Agent and outcomes: pick the agent, ideally one marked Ready, and the Unreached sub-status given when every attempt is used without a final outcome. Qualified and Not qualified come from the agent. A Not ready agent can be picked: the campaign is held with “Agent not ready” and starts by itself once the agent is ready.
- Schedule: start now or at a date and time, with an optional end date, budget, and stricter rules. The table below has every setting.
- Review: read-only, and it saves nothing. It shows who can be called now (for example “371 of 412 who match”, which is not the same as who is inside calling hours right now), the agent, your credit balance, the most a single call can cost, the rules that apply, and any holds. Then press Launch (or Schedule), or Save as draft.
Know what every campaign is doing, and why.
The campaigns list shows every campaign, newest first, with its State, how many applicants are Enrolled, Reached, Qualified, and Remaining, and the credits it has used, for example “$3.00 of $10.00” when there is a budget. Active is a switch: turn it off to pause, and turn a paused campaign on to resume.
- An Active campaign adds Calling (a call is live), Waiting (with the time of the next call), or Held (with the reason).
- A hold means the system, not you, has stopped the campaign. While held it enrolls nobody, places no call, and uses no attempt. It is worked out live and clears by itself when the cause is fixed. A yellow banner on the campaign page explains the hold and when it clears, and you can still launch a campaign that has one.
- “End campaign” stops enrolling and ends every waiting applicant as “Campaign ended”. It cannot be undone. Delete removes the campaign, and its call history stays in Calls.
- Once a campaign has started you can still change its name, agent, Unreached sub-status, end date, Enroll new matches, calling rules, and budget. The audience, the start, and the recent-conversation skip are locked, and a completed campaign can only be renamed.
Hours, days, and attempts, set once for the office.
Settings › Calling rules holds the defaults for every call. Everyone with Native AI can read them, and only an office admin can edit them. A campaign can make them stricter for itself, never looser. Review your hours with your own legal adviser.
- Defaults: 9:00 AM to 9:00 PM, Monday to Friday, 6 attempts per applicant in total and 3 per day (settable from 1 to 20 and 1 to 10, with the daily count covering all campaigns). Blackout dates take up to 366 dates, with one-click US federal holidays, and statuses never called default to Blocked, Duplicate, and Rejected.
- Hours are the applicant's, not yours. Their time zone comes from their ZIP code (home address first, then mailing address), then their state, then the phone's area code, and finally your office's time zone. The 8:00 AM to 9:00 PM outer limit can be narrowed, never widened.
- Attempt spacing is fixed. The first attempt is at the next allowed moment. The second is the same day in the other half of the calling window and at least 2 hours later, or on the next calling day. Later attempts move to following calling days at different times of day.
- Test mode (office admins) lets you rehearse on your own phone. While it is on, campaigns call only the numbers on an allowlist of up to 50, and every other applicant waits with the reason “Test mode”. Turn it off before the real run.
Follow every applicant, then the whole campaign.
Open a campaign to see its progress tiles and an enrollments table with one row per applicant. Open Analytics to see how Native AI calling is doing and what it costs.
- Progress tiles: Enrolled, Attempted, Reached, Qualified, Not qualified, Unreached, Do not call, Removed, and Remaining, with a bar showing the share of enrolled applicants who have a final result.
- The enrollments table shows State (Waiting, Calling, Ended), Attempts, Last outcome, and the Next attempt with the reason it waits, such as “Outside calling hours” or “Daily cap reached”. Ended says why: for example Do Not Call, No longer matches, or Changed by a person. Filter by name or state.
- Analytics offers fourteen tiles, including Calls placed, Conversations, Contact rate, Minutes, Credits spent, and Cost per qualified applicant. Choose Today, This week, This month, or a Custom range, and optionally one campaign and one agent. Test calls and inbound callbacks are never counted.
- Conversations by hour shows the hour of the applicant's own day when each conversation happened and names the busiest hour, so you can choose your calling window.
Everything you can set on the schedule.
Step 3 of the wizard holds the start, the end, the budget, and the optional stricter rules. Budgets are set in dollars.
| Setting | What it does | Good to know |
|---|---|---|
| Start | “Start when launched”, or “Start at a date and time” on your office's clock. With a date, the final button reads Schedule. | A Scheduled campaign starts by itself at its start time and cannot be launched early. |
| End date (optional) | The last day applicants are called. | After the end date the campaign is Completed. |
| Enroll new matches | On by default. Applicants who match later are enrolled within 15 minutes. | With it off, applicants who match later are not enrolled. |
| Skip recent conversations | Skips applicants who had a Native AI conversation in the last number of days you set. 0 to 365, default 30. 0 turns it off. | Locked once the campaign has started. |
| Budget (optional) | A limit in dollars, at least $0.01. At that spend the campaign is held with “Budget reached”. | A call in progress still finishes and is charged. Test calls never count. Raise or remove the budget to resume. |
| Calling rules for this campaign (optional) | Make your office rules stricter for this campaign only: a later start, an earlier end, fewer days, more blackout dates, fewer attempts. | They can never go beyond the office rules. “Use the office's rules” removes your changes. |
Five states, and what each one lets you do.
| State | Meaning | What you can do |
|---|---|---|
| Draft | Saved but never launched. | Launch, Edit, Delete |
| Scheduled | Starts by itself at its start time. It cannot be launched early. | Edit, Delete |
| Active | Calling: applicants who are due are called inside the calling rules. | Pause, End, Edit, Delete |
| Paused | No new calls start. Calls in progress finish, and no attempt is used. | Resume, End, Edit, Delete |
| Completed | Finished: the end date passed, every applicant has a final result, a person ended it, or nobody matched. | Rename, Delete |
When the system stops a campaign, it tells you why.
A hold never uses an attempt and clears by itself when the cause is fixed. The header on the Native AI page only checks for 10 minutes of credit, so it can read On while a campaign is held for credits.
| Held reason | Why | It clears when |
|---|---|---|
| AI calling is off / No AI calling number | The office switch is off, or there is no active AI calling number. | An admin turns AI calling on, or you buy a number. |
| Not enough credits | The balance cannot cover this agent's longest possible call plus calls already in progress. | You buy credits. |
| Provider unavailable | The voice provider failed to place a call in the last 10 minutes. | The provider answers again. |
| Test mode | Test mode is on and none of the remaining applicants is on its list. | Test mode is turned off. |
| Agent not ready | The agent is missing, archived, or not Ready. | The agent becomes Ready. |
| Campaign owner inactive / Budget reached | The owner is no longer an active user, or the campaign's calls have cost its budget. | An admin assigns a new owner, or you raise or remove the budget. |
Everything in Native AI Campaigns.
A setup checklist
Four required steps and two recommended ones, each marked Done or Not done with a Fix this link. When the required steps are done, the list collapses to a single green line.
Audiences with a live count
Save an AI calling audience for reuse or build one inside the wizard. The count tells you how many applicants match and how many can actually be called.
A four-step wizard
Audience, Agent and outcomes, Schedule, Review. Launch right away, schedule a start, or save a draft and launch it later from its page.
Schedule, budget, and stricter rules
Set a start, an end date, a budget in dollars, and a recent-conversation skip. Tighten the calling rules for this campaign only.
Holds that clear themselves
If credits, a number, the agent, or the voice provider is the problem, the campaign stops enrolling and calling, uses no attempts, and resumes on its own when the cause is fixed.
Tracking and analytics
Nine progress tiles and a per-applicant enrollments table on every campaign, plus an Analytics tab with fourteen tiles you can filter by campaign and agent.
Rules that keep a campaign inside its limits.
A campaign cannot call outside the rules you and the system set. These checks run on their own. They help you stay inside the rules, and they are not legal advice.
Checked before every call
ATS Mako re-checks that the campaign is active and not held, the applicant is not on the Do Not Call register, it is inside calling hours on the applicant's clock, the daily limit is not reached, and you have credits and a free AI calling number. If a check fails, the applicant waits and no attempt is used.
Stricter, never looser
A campaign's own rules can narrow the office rules but never go beyond them. The 8:00 AM to 9:00 PM window can be narrowed, never widened, and blackout dates beat calling days.
Spend stays bounded
A call starts only if the balance covers the agent's longest possible call plus every call in progress. A campaign budget holds the campaign at that spend, and a call in progress still finishes and is charged.
Opt-outs end the chase
An applicant who asks not to be called again ends the call and their part in the campaign, and the number joins the shared Do Not Call register at once. A wrong number is marked so no campaign calls it until it changes.
Rehearse without real calls
With Test mode on, campaigns call only the numbers on an allowlist of up to 50. Every other applicant waits with the reason “Test mode” and no attempt is used.
Spending needs trusted hands
The permission is off by default, and anyone with it can see every campaign and call and can buy credits and numbers on your card on file. Give it only to people you trust with that.
Rules and limits at a glance.
The numbers behind campaigns, so nothing surprises you on launch day.
A short daily routine.
Filter Calls by Recruiter requested to find applicants who need a person. Open a few Qualified and Not qualified calls and flag any wrong outcome. Check the bell and campaign pages for holds. Read Analytics for contact rate and cost per qualified applicant.
- Campaign name
- Up to 255 characters, different from your other campaigns.
- Calling window and days
- Default 9:00 AM to 9:00 PM, Monday to Friday, on the applicant's clock. No earlier than 8:00 AM and no later than 9:00 PM.
- Attempts per applicant
- Default 6 in total and 3 per day (settable 1 to 20 and 1 to 10), at least 2 hours apart. The daily count covers all campaigns.
- Blackout dates and statuses
- Up to 366 blackout dates. Up to 20 statuses never called (default Blocked, Duplicate, Rejected).
- Recent-conversation skip
- 0 to 365 days. The default is 30, and 0 turns it off.
- Budget
- Optional, in dollars, at least $0.01.
- Callbacks and failed calls
- A callback is honoured within 7 days, at most twice per campaign. A call that could not be placed uses no attempt and is retried after 5, 10, 20, 40, and 80 minutes. The sixth failure in a row ends the applicant as “Could not be called”.
- New matches
- Enrolled within 15 minutes when Enroll new matches is on.
- Test mode allowlist
- Up to 50 numbers.
- CSV export
- Office admins only, from the Calls tab only: up to 50,000 calls, with no summaries, transcripts, recordings, or answers. Analytics and campaign pages have no export.
- Campaigns list
- Newest first, with no search or filter. Click a row to open the campaign page.
- Language and numbers
- English only. US phone numbers only. No voicemail message is ever left.
From busywork to a hiring engine.
The old way
- Work through a call list one applicant at a time, deciding who to try again and when.
- Wonder whether a campaign is running, stalled, or out of money.
- Keep attempts, callback requests, and opt-outs in your own tracker.
With ATS Mako
- Launch a campaign and the agent works through the audience inside your rules, with attempts spaced automatically.
- Read each campaign's State (Draft, Scheduled, Active, Paused, or Completed) and, when something stops it, the Held reason.
- Every applicant's attempts, last outcome, and next attempt sit in one enrollments table.
Related features
Native AI Campaigns FAQ
What do I need before I can launch a campaign?
Four setup steps are required: an office phone number with a supported phone provider (done automatically), an active AI calling number, a credit balance of at least 10 minutes of calling ($1.50 at today's price), and the office time zone. Two more are recommended: a call forwarding number, so callbacks reach a person, and at least one agent that has passed a test call. An office admin then turns AI calling on. You can launch earlier if you like: a campaign with a hold launches as Held and starts by itself when the hold clears.
Who gets called, and who is skipped?
Every applicant who matches the audience is enrolled, but only applicants who can be called are dialed. Applicants with no valid US number, applicants on the Do Not Call register, and applicants in a status your office never calls (Blocked, Duplicate, and Rejected by default) are left out. By default, applicants who had a Native AI conversation in the last 30 days are skipped too. You can set that from 0 to 365 days, and 0 turns it off. Audiences hold applicants, not employees.
When does a campaign call, and how many times?
Only inside your calling rules, on the applicant's own clock. The defaults are 9:00 AM to 9:00 PM, Monday to Friday, with 6 attempts per applicant in total and 3 per day, at least 2 hours apart. The outer limit is 8:00 AM to 9:00 PM: you can narrow the window, never widen it. A callback time an applicant asks for is honoured within 7 days, at most twice per campaign. Review your hours with your own legal adviser.
What happens when credits run out?
Campaigns are held with “Not enough credits” and resume by themselves after you buy more. Calls in progress finish. A campaign needs credit for its agent's longest possible call (up to 30 minutes, so up to $4.50 at today's price) plus calls already in progress, so it can be held for credits while the header on the Native AI page still reads On. An office admin can set a low-balance alert (the default is the cost of 60 minutes, $9.00 today) to get an email before that happens.
How do I pause or stop a campaign?
Turn the Active switch off to pause: no new calls start, calls in progress finish, and no attempt is used. Turn it on to resume. “End campaign” stops enrolling and ends every waiting applicant as “Campaign ended”, and it cannot be undone. Delete removes the campaign, and its call history stays in Calls. An office admin can also turn AI calling off, which stops new calls at once while calls already in progress finish.
Can I rehearse a campaign on my own phone?
Yes. An office admin switches on Test mode in Settings › Calling rules. Campaigns then call only the numbers on an allowlist (up to 50), and every other applicant waits with the reason “Test mode” and no attempt is used. Add your number, save, and launch a campaign whose audience includes an applicant record with that number. Switch Test mode off before the real run. Waiting applicants are re-checked every hour, so their calls can take up to an hour to start. If real applicants are not being called, check that card first.
Who can create and control campaigns?
Anyone with the Native AI permission can see every campaign and call in the office, and can create, edit, launch, pause, end, and delete any campaign. Only an office admin can turn AI calling on or off, change calling rules and Test mode, and assign a campaign's owner. The owner is the person who created the campaign: they receive its notifications, and the notes and sub-status changes it makes on applicants are written in the owner's name.
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