Overview
Once you’ve completed the Campaign Wizard, you can continue shaping your Agent’s approach through the Guidance tab. This feature allows you to provide additional instructions in plain language—fine-tuning targeting, tone, messaging, and more.
To keep campaigns clear and consistent, CallSine will flag any conflicting guidance for your review before applying changes.
1. Where to Add Guidance
To update or add new guidance:
Go to the Campaign Editor.
Select the Guidance tab.
From here, you can add new guidance or manage what you’ve already submitted.
2. Writing Effective Guidance
Write each piece of guidance as a short, focused instruction. This helps the Agent interpret and apply each direction clearly.
Examples:
Focus campaign on small businesses
Keep tone friendly
Splitting ideas into separate lines like this ensures that one piece of guidance won’t interfere with another—for instance, if you later want to change the focus away from small businesses, it won't also delete the "keep tone friendly" guidance.
3. How Guidance Is Processed
After submission, the Agent will automatically:
Rewrite your guidance for optimal readability
Categorize it into one of five types:
GeneralStrategyContentTargetingResearch
Guidance will automatically be factored into the Agent's generations. You can test to see how your guidance is affecting outreach by navigating to the People tab and generating test outreach for leads.
4. Deleting Guidance
To remove a piece of guidance:
Find the guidance you want to delete in the Guidance tab.
Click the red Delete button in the top-right corner of that item.
Once deleted, the associated instruction will be removed from the campaign strategy.
5. Managing Contradictory Guidance
CallSine checks for contradictions when you add new guidance. If a conflict is found:
Before campaign launch: You’ll have the option to accept the new guidance and allow the Agent to update the campaign accordingly.
After campaign launch: You won’t be able to apply conflicting guidance. Instead, you’ll be advised to create a new Agent aligned with your new audience, message, or objective.
Note: Contradictions are surfaced to protect campaign integrity and keep messaging consistent.