1. How do Campaigns Work?
Campaigns control the messaging workflow your Agent uses when communicating with contacts. In many platforms, this requires building complex logic flows—trees, nodes, if/else conditions, triggers, and automation blocks (similar to tools like n8n, Make, or HighLevel). Myna removes all of that complexity. Our Campaign setup wizard handles the branching, logic, and decision-making behind the scenes, so you only need to configure the essentials.
2. Navigating the Page
A) Campaign Table
View existing Campaigns, status, assigned Agents, and analytics.
B) "+ Create Campaign"
This will take you to the campaign set-up wizard.
3. Campaign Details
A) Campaign Name
Choose a name to identify this Campaign in your workspace. This is for internal use, and cannot be changed.
B) Knowledge Base
By default, all your Campaigns will have access to your General Memory database. You can assign additional Knowledge Bases (which you can create in the Memory Hub) in case you have campaign-specific databases (e.g. a holiday promotion or a region-specific campaign).
C) Select Engine
Engines determine the Agent’s capabilities and the purpose of the campaign. They define the set of tools available to your Agent and governs the conversations.
The Engine concept is also one of Myna's unique features, as it provides pre-built workflows, easy to configure, and eliminates the need for complex branching, logic trees, or job-flow builders.
Engines | Description |
Schedule a Meeting | Sales-oriented engine used to book appointments with a contact. |
Call to Action | Conversational campaigns that answers questions and guides contacts toward a specific CTA, such as completing a form, signing up, or initiating an application. |
Coming Soon: |
|
Book a Service | Built for scheduling recurring service visits as opposed to a single appointment. |
Customer Support | Resolves questions, creates tickets, and handles troubleshooting. |
Feedback Collection | Good for post-service outreach to ask for reviews or conduct satisfaction surveys. |
Qualify and Schedule | Evaluates and qualifies contacts based on your predefined rules and custom fields, then schedules an appointment once criteria are met! |
More on Engines here.
D) Campaign Mission
A short statement describing the goal of this campaign. This gives your Agent additional context about the purpose.
Examples:
“Book a solar consultation.”
“Schedule a demo with inbound SaaS leads.”
“Confirm service appointments.”
“Collect customer feedback after installation.”
4. Channel Settings
A) Select Agent
Choose the Agent persona that will run this campaign. You are allowed to change this at any time.
B) Select Channel
Choose the messaging channel(s) that will be used in this campaign.
(As we are still in Beta, we're supporting SMS only!)
Coming Soon: Email, WhatsApp, WebChat, Instagram, Facebook, Telegram.
C) Campaign Direction
Defines how leads enter the campaign:
Outbound – you push messages to contacts.
Inbound – anyone who texts the number is automatically added to the campaign, and a new contact is created in the system.
Bidirectional – supports both behaviors.
D) Message Cap
The total number of messages your Agent is allowed to send before stopping- to manage your credit usage. Once the cap is reached, the Agent sends a final message (configured in the next tab).
E) Channel Source
Select the sending address you will be using for this Campaign (e.g. phone number, email, linked Meta account).
NOTE: If you're just getting started, you can ignore this field, since you still need to assign phone numbers to your account in a later step.
5.1 Campaign Settings (Schedule a Meeting)
Each Engine has a unique set of configurations called Campaign Settings.
In this section, you’re viewing the settings for the “Schedule a Meeting” Engine, which controls the messaging rules and follow-up behavior for this type of campaign.
A) Intro Message
This is the first message your Agent sends when the campaign begins.
B) Final Message
Sent once the message cap is reached or when the conversation is closed.
Example : ""
C) Opt-in Message
This field is optional but recommended for users in the United States to support A2P compliance, especially if opt-in language hasn’t been disclosed earlier. This is sent right after your into message and only once.
Standard opt-in message:
| Example |
Intro Message | Hey there I saw your inquiry for our services. Let's schedule a site visit. When are you available this week? |
Final Message | I've got to go now, but please don't hesitate to reach out to us at support@usemyna.com or call us at 1-888-400-MYNA. |
Opt-in Message | Message and data rates may apply. Reply “STOP,” “UNSUBSCRIBE,” or “OPT-OUT” to stop receiving messages. |
D) Response Delay
Controls how long the Agent waits before responding. During this delay, all incoming messages are aggregated into one response — making your Agent sound more natural and prevent multiple replies.
E) Split Texting
Breaks longer responses into multiple shorter messages (up to 3), delivered at random intervals to feel more conversational.
F) Inactivity Threshold
Number of hours without a response before the Agent sends the next follow-up message.
G) Objection Threshold
This sets how many objections the Agent will tolerate before marking the lead as Cold and ending the conversation.
Example:
Contact: I need to think about it...I'm not in a place to make a big purchase.
Myna Agent detects objection
objection_count += 1
IS WITHIN OBJECTION THRESHOLD → True
decide_action = rebuttal_response
Agent: I completely understand that. I would also hold tight to my finances especially this time of year. However, we have several financing options for as little as zero upfront. Let's schedule a time to explore these options.
H) Follow-Up Messages
Add as many follow-ups as you want. For each follow-up, you control:
Delay (e.g., 3 Days)
Channel
Message content or instructions
NOTE: The Agent is not going to copy the exact text you enter in these fields- and that's the point! The Agent will treat them as guidelines or instructions, and generate the messages based on its persona core, conversation history, and other factors.
After the last follow-up, and an appointment still hasn't been scheduled, your Agent will review the entire conversation and determine if the Contact is Warm or Cold.
6.1 Calendar Settings
You have the option to connect your Campaign to external calendars. To manage your calendar connections, check out this article.
A) Linked Calendar
This is the primary calendar where events will be booked and edited. You can only have one primary calendar per campaign.
B) Conflict Calendars
In addition to your primary calendar, your Agent can reference additional conflict calendars to avoid double-booking. You can add more than one conflict calendar.
C) Campaign Conflicts
If you have multiple campaigns running, you can add them as conflict calendars as well.
6.2 Meeting Details
This section defines the structure of the appointment. The options you configure here are used directly in Myna’s scheduling logic, and your Agent can also reference them during conversations.
A) Meeting Duration
Set how long the appointment should be. You can enter the duration in minutes or hours.
B) Location Type
Select where the meeting will take place.
Virtual - A phone call or online meeting.
Business Location - Uses the address defined in your Business Profile.
Contact's Address - If the meeting is at the Contact's home or office.
Other - You can specify in Location Details.
C) Location Details
Use this to specify any additional location notes. This is optional, and adds more context about the meeting.
Examples:
"Meeting in Conference Room C."
"Meeting on Zoom."
"Main Entrance Code is #001268."
6.3 Business Hours
Set the hours available for appointments. Keep in mind your Agent will be available and working 24/7 for your Campaign.
Coming Soon: You can set your Agent to only respond during Business Hours as well.
A) Business Timezone
Choose the timezone your schedule should follow.
Note: If your contacts span multiple regions, select the timezone you prefer for viewing and managing your calendar.
B) Time Format
Choose between 12-Hour (AM/PM) or 25-Hour format. This simply affects how times are displayed in Myna.
C) Select Day and Times
Check the days you want to be available and set the start and end times for each. Leave a day unchecked if you want it to be unavailable. You can also use Apply to All Selected Days to copy one schedule across all active days.
7. Next Steps
You’ve created your first Campaign! At this point, you have:
✅ Uploaded knowledge ("memories") to Myna
✅ Built a fully customized Agent
✅ Configured a smart scheduling Campaign
You’re now ready to implement AI in your business like never before.
Let's take it for a test drive in the Playground — see how your Agent thinks, responds, and uses your Campaign settings in real conversations.