New Campaign Setup: What to Expect & How to Get Started

Quick Answer

Campaign setup in Meera AI is handled by your Customer Success Team to ensure the right bot, messaging, and integrations are configured correctly. Reach out to your Customer Success Manager or email help@meera.ai with your complete campaign requirements to get started.

What to Have Ready

During the setup process, your Customer Success Team will work with you to gather the details needed to build your campaign. Having the following information ready can help move things along more quickly:

Campaign use case, and expected volume
Transfer or rep phone numbers
Integration details (API, webhook, or method of lead upload)
Business hours

Don't worry if you don't have everything ready right away, your CSM will guide you through what's needed. That said, the more information you can provide early on, the smoother and faster the process will be.

How the Setup Process Works

Step 1: Prepare Your Campaign Details Review the "What to Have Ready" list above and gather any information you already have. The more you can share upfront, the faster your CSM can get things moving but they'll also walk you through anything you're unsure about.

Step 2: Submit Your Request Send your completed campaign requirements to your dedicated Customer Success Manager or email help@meera.ai. If time is critical, let your CSM know so they can assess priority scheduling options.

Step 3: Campaign Build Your Customer Success Team will select the appropriate bot, messaging flow, integrations, and scheduling. They may reach out with clarifying questions during this phase responding promptly helps keep your timeline on track.

Step 4: Review & User Acceptance Testing (UAT) Once the build is complete, your CSM will submit the campaign for your review and testing.

Step 5: Approval & Launch After you approve the campaign, it goes live. You'll receive confirmation and access to real-time reporting so you can monitor performance from day one.

Timeline Expectations

How long your campaign takes to go live depends on your support tier and the complexity of the build:

Support Tier	Target Turnaround	Notes
Premium Support — Standard Campaign	2 business days from receipt of complete requirements	Priority scheduling; some plan materials reference up to 10 business days for basic campaign builds
Standard Support	Up to 20 business days	Handled in the standard queue; timelines vary by queue volume and complexity
Complex / Custom Campaigns (any tier)	Timeline provided once scope is defined	Includes custom agent creation, new industry intents, NLP retraining, integrations, or specialized compliance work

Frequently Asked Questions

Can I build a campaign on my own?
- Not at this time. Campaign setup requires selecting and configuring the right bot, messaging flow, and integrations, which is handled by your Customer Success Team to ensure optimal performance.
What if I need changes after the campaign launches?
- Absolutely! Reach out to your CSM. Adjustments to messaging, targeting, scheduling, and other settings can be made while the campaign is running.
What counts as a "complex" campaign?
- Complex campaigns typically involve custom agent creation, new industry-specific intents, significant NLP retraining, third-party integrations, or specialized compliance requirements. Your CSM will let you know if your request falls into this category and provide a custom timeline estimate.
What's the difference between Premium and Standard Support timelines?
- Premium Support customers receive priority scheduling with a target turnaround of 2 business days for standard campaigns. Standard Support campaigns are handled in the standard queue with timelines of up to 20 business days. If faster turnaround is important to you, ask your CSM about upgrading to Premium Support.
Is there a cost for setting up a new campaign?
- Your contract includes a set number of campaign builds. If you've already used your included campaigns, additional builds may incur a fee. Check with your Customer Success Manager to confirm how many campaigns are remaining and what applies if you need more.

Still Need Help?

If you have questions or run into something this article does not cover, send an email to help@meera.ai and our team will get back to you.