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Scheduled outreach
Campaigns
Build scheduled outreach campaigns across email, SMS, human call tasks, social posts, and video ads for selected CRM audiences.
BOS Campaigns Assistant
Use this assistant to plan scheduled outreach steps across email, SMS, call tasks, social posts, video ads, audiences, timing, and approvals.
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Open Smart Tools SettingsScheduled Outreach Builder
Build campaign steps by channel, audience, and schedule. V1 is a draft planning workspace; sending, posting, and automation should require approval before anything goes live.
Email Step
Write and schedule email steps for selected CRM audiences.
Future AI Voice Call
Keep this separate from Call Task. Call Task is a human reminder. AI Voice Call can be added later with consent, rules, scripts, transcripts, approvals, and fallback routing.
Draft campaign sequence
Intro email
Day 1 at 9:00 AM
Short follow-up text
Day 2 at 10:30 AM
Human follow-up call
Day 3 at 2:00 PM
Retargeting video prompt
Day 4
Approval rule
Campaign steps should stay in draft or approval mode until the user approves sending, posting, task creation, or ad launch.