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A WhatsApp message campaign sends a short sequence to a list of leads: a first message, then follow-ups after a delay you choose. It sends from the numbers you pick, within the guards on WhatsApp numbers. A reply on any channel stops the sequence for that lead. You find campaigns under WhatsApp → Message campaigns in the sidebar.

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Create a campaign

Click New campaign and the wizard walks through four steps. The campaign is saved paused, and nothing sends until you launch it.
1

Details & numbers

Enter a Campaign name, an optional description, and choose the WhatsApp numbers that may send. You need at least one connected number to launch.
2

Add leads

Choose Import CSV or Excel or Add from People.With an import you map the phone column before anything is imported. Phone number is the only required field. You can also map first name, last name, full name, email, job title, company name, company website and LinkedIn URL. An import takes up to 5,000 rows. Columns you do not map are kept on the lead as merge fields.With Add from People you select people already in your lead database who have a phone number. People already in the campaign, or without a phone number, are skipped, and the page tells you how many.
3

Write messages

Write the first message and up to five follow-ups. See below.
4

Review & launch

Check the summary. If something blocks launch, the page says what. Click Launch campaign, or Save paused to finish later.

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Write the sequence

A sequence has at most six messages: one first message and five follow-ups. For each follow-up you set Wait, the time after the previous message. The wait is from 1 hour to 30 days, set in hours or days, and a new follow-up defaults to 48 hours. Each message can be up to 4,096 characters. Personalize with merge fields. The editor offers First name, Last name and Company, written as {{firstName}}, {{lastName}} and {{companyName}}. Any column you imported but did not map also works. AgentSDR turns its header into camel case, so a column named “Job Title” becomes {{jobTitle}}. Field names are not case sensitive. A field the lead has no value for becomes empty text, so check the preview. Use Preview as to render a message for a real lead. The preview lists any merge fields it could not fill. A list that holds only a full name still fills the first and last name from it.
Open each follow-up in the preview with a lead that has missing data. A message that reads “Hi ,” is better caught here than after it sends.

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Launch, pause and resume

On a campaign’s page the main button reads Launch the first time, Pause while it runs, and Resume after that. Launching needs a connected number, at least one lead and a non-empty first message. A paused campaign sends nothing, and its leads keep their place. The page has three tabs: Overview (funnel, where leads stand, messages by step), Leads and Sequence. You can edit the sequence after leads have joined.

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How sending works

Sending is a loop that runs about every 30 seconds.
  • One message per number per round. Each connected number assigned to an active campaign sends at most one message in a round. This keeps the gap between messages natural and under your sending rules.
  • Follow-ups first. If a number has both follow-ups and first messages due, it sends a follow-up.
  • A lead stays on one number. Later steps go from the number that sent the first message.
  • Sending hours. If you set Sending hours for campaigns under Settings → WhatsApp → Sending rules, nothing sends outside them. With none set, campaigns send at any time.
  • Same guards as everything else. Warm-up, new chats per day, the gap between sends and Do Not Contact all apply.
When a guard refuses a message, AgentSDR reacts to the reason:
Self-hosters can pause all WhatsApp campaign sending with the PAUSE_WHATSAPP_OUTBOUND environment switch. Campaign sending only runs in production deployments.

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Never twice

Before a message goes out, AgentSDR records a claim for that lead and step. A step cannot be sent twice, even after a crash or a deploy. If a claim was left half done, AgentSDR cannot know whether the message reached WhatsApp. It does not resend. It marks the lead Failed with the message “Delivery of message N is uncertain — check Messages before resuming”. Open the chat, see whether the message is there, then use Resume sequence if it is not.

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Lead statuses

On the Leads tab, the menu on each row offers Stop sequence (for queued or in-sequence leads), Resume sequence (for stopped or failed leads), Open chat and Remove from campaign.

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Replies stop the sequence

When a lead replies by email, LinkedIn or WhatsApp, their email and LinkedIn campaign enrollments and their WhatsApp campaign enrollment all stop, and the reply goes to Action required in the CRM. AgentSDR also checks the chat just before each send. If the lead has written since they joined, the lead becomes Replied instead of receiving another message. Messages in a conversation carry an origin: lead, agentsdr (sent through Unipile) or phone (typed on your phone or in WhatsApp Web). If you answer from your phone, the CRM treats the lead as answered.

WhatsApp numbers

Linking, warm-up and the guards.

Action required

Where replies land.

Sending rules

Change limits and hours.

Responsible use

Consent and compliance.