CallHub's Compass

New to CallHub and not sure where to start? CallHub Compass is a built-in AI assistant that gets you set up, from picking the right campaign type to sending your first call or text, without you having to figure the platform out alone.

Who it's for

Compass is aimed at people who haven't launched a campaign yet:

• New trial users exploring CallHub for the first time.
• New customers onboarded by Sales who haven't created any campaigns yet.

It's built to work across industries, including political campaigns, nonprofits, advocacy groups, unions, and businesses running lead generation, reminders, or customer engagement outreach.

Why use it

Getting started on an outreach platform can feel overwhelming. Most new users run into the same four problems: choosing the right campaign type among Call Center, P2P Texting, Voice Broadcast, and others, understanding which features actually apply to their goals, spending too much time before launching a first campaign, and getting generic onboarding that doesn't match their industry or use case.

Compass exists to solve exactly that. Instead of leaving you to explore menus and guess which features matter, it asks a few targeted questions, recommends the campaign type and features that fit your goals, and walks you through setting one up, so you reach your first call or text with confidence instead of trial and error.

What Compass actually does

• Fast onboarding. A short setup asks only what's necessary: your organization, industry, contact list size, whether you have agents or volunteers, and your experience level, so Compass can tailor everything else to you.
• Guidance that matches your experience level. Compass opens automatically the first time you log in after onboarding. If you're a beginner, it stays open until you respond, so you're never unsure what to do next. If you're advanced or a CallHub veteran, you can close it right away and explore on your own.
• Industry-specific recommendations. Based on your industry, goals, and team size, Compass surfaces only the campaign types and features relevant to you, instead of everything the platform offers.
• Conversational discovery. Rather than a long form, Compass asks what brought you to CallHub and what you're trying to achieve, then follows up with clarifying questions to understand your use case.
• Campaign recommendations with reasoning. Compass suggests a best-fit campaign type, such as Call Center, Peer-to-Peer Texting, or Voice Broadcast, and explains why it's a good fit for your goals.
• Guided campaign creation. It walks you through building your first campaign step by step, with settings, scripts, and configurations pre-filled with smart defaults, so you're not starting from a blank screen.
• Help sending your first message. Compass guides you through sending your first call or text using your registered phone number (changeable with OTP verification if needed), and stays with you until that first send succeeds.

Notes & limits

ⓘ Compass is aimed at users who haven't created a campaign yet. If you're already experienced with CallHub, you can close it as soon as it opens and set things up yourself.

FAQs

Do I have to use Compass? 
No. If you're advanced or a CallHub veteran, you can close it as soon as it opens and explore the platform on your own.

Does Compass create my campaign for me? 
It guides you through creating it and pre-fills settings with smart defaults, but you confirm and launch it yourself with just a few clicks.

What if I'm not sure which campaign type I need? 
That's what Compass is for. Answer its questions about your goals and audience, and it recommends a campaign type and explains why.