👥 Audience Guide

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What Is an Audience?

Think of an audience as your calling list - the people you want your AI agents to call. Just like you need a phone book to make calls, your AI agents need an audience list to know who to contact.

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Why Do You Need an Audience?

• Your AI agents need targets - They can’t call people if they don’t know who to call
• Organize your contacts - Group people by different campaigns or purposes
• Track your calling progress - Know who has been called and who hasn’t
• Manage your calling strategy - Focus on specific groups of people

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How to Add Your First Audience

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Step 1: Start Adding an Audience

1. Go to the Audience section in your dashboard
2. Click the ”+ Add New Audience” button
3. You’ll see a form where you can add audience details

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Step 2: Give Your Audience a Name

First, you need to identify your audience:

Field	What to Enter	Example
Audience Name	A name to identify this group	”Customer Follow-up List”

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Step 3: Choose How to Add People

You have two options for adding people to your audience:

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Option A: Upload a File (Recommended for Large Lists)

If you have many people to add (like 50+ contacts):

1. Click “Choose File” button
2. Select your Excel file (.xlsx or .xls format)
3. Upload the file to the system
4. Click “Save” to create your audience

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Option B: Add People Manually (Good for Small Lists)

If you have just a few people to add:

1. Click “Create Manually” button
2. Fill in the person’s details:
   • First Name - The person’s first name
   • Last Name - The person’s last name
   • Phone Number - Their contact number
3. Click “Save” to add this person
4. To add more people manually:
   • Click ”+ Add” button for each additional person
   • Fill in their details
   • Click “Save” when finished

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Visual Guide: Adding an Audience

Here’s a simple flowchart showing the process:

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File Upload Method (Step by Step)

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Before You Start: Prepare Your Excel File

Make sure your Excel file has these columns:

Column A	Column B	Column C
FirstName	LastName	PhoneNum
John	Smith	555-123-4567
Jane	Doe	555-987-6543
Mike	Johnson	555-456-7890

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Upload Process:

1. Click ”+ Add New Audience”
2. Enter your audience name (e.g., “Customer List March 2024”)
3. Click “Choose File”
4. Find and select your Excel file
5. Click “Upload”
6. Click “Save”

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Manual Entry Method (Step by Step)

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Adding Your First Person:

1. Click ”+ Add New Audience”
2. Enter your audience name (e.g., “VIP Customers”)
3. Click “Create Manually”
4. Fill in the person’s details:
   • First Name: John
   • Last Name: Smith
   • Phone Number: 555-123-4567
5. Click “Save”

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Adding More People:

1. Click ”+ Add” button
2. Fill in the next person’s details:
   • First Name: Jane
   • Last Name: Doe
   • Phone Number: 555-987-6543
3. Click “Save”
4. Repeat for each additional person
5. When finished, your audience is complete

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Important Tips for Success

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File Upload Tips:

• Use Excel format - Only .xlsx and .xls files work
• Check your columns - Make sure First Name, Last Name, and Phone Number are in separate columns
• Verify phone numbers - Ensure they’re in the correct format (e.g., 555-123-4567)
• Remove empty rows - Clean up your Excel file before uploading

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Manual Entry Tips:

• Double-check phone numbers - One wrong digit means the call won’t go through
• Use consistent formatting - Keep names and phone numbers in the same format
• Save frequently - Don’t lose your work if something goes wrong
• Review before finishing - Make sure all information is correct

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Common Questions About Audiences

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How Many People Can I Add?

• File upload: Up to thousands of contacts
• Manual entry: Best for 50 or fewer contacts
• No limit on total audience size

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Can I Edit My Audience Later?

• Yes! You can edit audience details anytime
• Add new people to existing audiences
• Remove people who shouldn’t be called
• Update information if details change

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What Happens If I Upload the Wrong File?

• Don’t worry! You can always delete and recreate
• Check the preview before saving
• Verify your data matches what you expect
• Test with a small file first if you’re unsure

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Can I Use the Same Audience for Different Campaigns?

• Yes! One audience can be used multiple times
• Track results for each campaign separately
• Reuse successful audiences for similar campaigns
• Organize by purpose (e.g., “New Customers” vs “Follow-up”)

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Best Practices for Managing Audiences

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1. Use Clear Naming

• Be specific: “Q1 Sales Prospects” instead of “List 1”
• Include dates: “Customer Follow-up March 2024”
• Add purpose: “VIP Customer Retention”

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2. Keep Data Clean

• Verify phone numbers before adding
• Remove duplicates from your Excel files
• Update outdated information regularly
• Format consistently across all entries

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3. Organize by Purpose

• Group similar contacts together
• Separate different campaigns into different audiences
• Use tags or categories if your system supports them
• Archive old audiences when no longer needed

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4. Test Before Going Live

• Start with small audiences to test your setup
• Verify AI agent performance with a few test calls
• Check call quality and adjust as needed
• Scale up gradually once everything works perfectly

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What Happens After You Create an Audience?

Once your audience is created:

1. It’s saved in your system and ready to use
2. You can assign it to AI agents for calling campaigns
3. Track calling progress and results
4. Edit or update the audience anytime
5. Use it for multiple campaigns if needed

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Next Steps

Now that you understand how to create audiences:

1. Go to the Audience section and click ”+ Add New Audience”
2. Choose your method (file upload or manual entry)
3. Create your first audience with a clear, descriptive name
4. Add your contacts using your preferred method
5. Save and start using your audience with AI calling campaigns

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📋 Need help with file formatting? Check out our Upload Sheet Format Guide to learn the critical requirements for successful audience uploads. Need help with AI agents? Check out our Agents Overview to learn how to create the AI callers that will use your audience lists. Want to learn about custom fields? Visit our Custom Fields Guide to understand how to personalize your calls with specific information about each contact.