> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callers.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Connect mailboxes, choose how emails are sent, and configure subject lines, signatures, and follow-ups for your email campaign.

## Setting Up an Email Campaign

Email campaign setup defines which mailboxes your AI agent sends from, how it
receives replies, and how each message looks and follows up. A few minutes of
configuration keeps your emails personal, professional, and deliverable.

## Creating a New Email Campaign

1. Navigate to your Callers dashboard.
2. Click the **New Campaign** button.
3. Select **Email** as the campaign type.
4. Enter a **Campaign Name**.

## Connecting Mailboxes

Open the **Mailboxes** section from your campaign to connect the email accounts
this campaign will use.

### Add a Mailbox

1. Click **Add Mailbox**.
2. Choose your provider - **Gmail**, **Outlook**, **Yahoo**, or a custom
   provider over **SMTP**.
3. Follow the prompts to authorize the account.
4. Once connected, the mailbox becomes available to select for this campaign.

<Info>
  A mailbox can be connected for **sending**, **receiving**, or both. To let the AI
  agent read and reply to responses, connect the mailbox for both directions.
</Info>

### Sending vs. Receiving

* **Sending (outbound)** - The address your AI agent sends emails from.
* **Receiving (inbound)** - The inbox Callers watches for replies so the AI
  agent can respond. For custom providers, receiving uses IMAP.

<Note>
  For Gmail, Outlook, and Yahoo, connecting the account typically enables both
  sending and receiving. For SMTP mailboxes, add an IMAP connection if you want the
  AI agent to read and reply to responses.
</Note>

### Send Limits

Each mailbox has a **Send Limit** - the maximum number of emails it will send per
day. Send limits protect your sender reputation and help you stay within your
provider's sending policies. Set a limit that matches your provider's guidance
and your account's warm-up status.

<Warning>
  Sending too many emails too quickly from a new address can hurt deliverability.
  Start with a conservative daily limit and increase it gradually as the mailbox
  builds a sending history.
</Warning>

## How Emails Are Sent

When you connect more than one sending mailbox, choose how Callers picks which
address to use for each email:

| Strategy             | Behavior                                                                                                                                     |
| -------------------- | -------------------------------------------------------------------------------------------------------------------------------------------- |
| **Rotate Mailboxes** | Distributes emails across your mailbox pool, using the least recently used addresses first. Helps avoid spam flags and keeps usage balanced. |
| **Random**           | Randomly selects a mailbox for each email. Provides natural distribution without strict ordering.                                            |
| **Fixed**            | Always uses the first selected mailbox. Use this when you want a single, consistent sender identity.                                         |

<Info>
  Rotating across multiple mailboxes is the recommended approach for larger
  campaigns - it spreads volume, protects deliverability, and reduces the chance of
  any single address being flagged.
</Info>

## Message Content

### Default Subject

Set the **Default Subject** line used for the first email in the conversation.
Replies continue in the same thread, so the subject is applied once when the
conversation starts.

### Signature

Add a **Signature** to append to your emails so every message looks polished and
consistent. Use this for your name, title, company, and any contact details or
links you want to include.

### AI Instructions

Provide general guidelines for the AI agent's tone and behavior across all emails
in the campaign - for example, how formal to be, what to emphasize, and any
topics to avoid.

## Follow-Ups

Follow-ups let your AI agent re-engage contacts who haven't replied. Open the
follow-up settings for your email campaign to configure them.

* **Send Follow-up when no reply** - Turn this on to automatically send
  follow-ups. Follow-ups are auto-generated by the AI when there's no response.
* **Send in** - Choose how long to wait after the previous email before the next
  follow-up is sent.
* **Total Follow-Ups** - The maximum number of follow-up emails the AI agent will
  send if a contact doesn't reply.
* **Min Wait Time Between Follow-Ups** - The minimum gap between follow-ups, set
  in minutes or hours.
* **Split Follow-Ups per Day** - Spread follow-ups out so they aren't all sent in
  a single burst.
* **Follow-Up Prompt** - Add custom instructions to shape the content and tone of
  follow-up messages.

<Info>
  Follow-ups stop automatically as soon as a contact replies - the AI agent then
  switches to responding in context instead of following up.
</Info>

## Availability

Configure the time zone and the days and hours during which your campaign sends
emails. Messages scheduled outside your availability window are held and sent at
the start of the next available window.

## Saving and Launching

1. Click **Save Changes** to save your campaign configuration.
2. Review your mailboxes, subject, signature, and follow-up settings.
3. When ready, click **Launch Campaign** to start sending.

<Warning>
  Before launching, confirm that at least one mailbox is connected and selected,
  and that your contacts include valid email addresses.
</Warning>

## Next Steps

* [Upload contacts](/documentation/using-callers/uploading-contacts) to your campaign.
* Review [Analytics & Insights](/documentation/using-callers/analytics) for monitoring performance.