From Sign-Up to your First Campaign: A Guide to CallHub Compass

CallHub Compass is your AI-powered guide to set up and launch your first campaign quickly. It understands your goals, recommends the right campaign type, and walks you through every step, from onboarding to sending your first call or text—so you can start reaching your audience with confidence, without any guesswork.

Compass begins by understanding your goal.
For example, you can text volunteers individually to confirm their availability using friendly, personal messages with quick YES/NO replies.

Based on what you share, Compass recommends the best campaign type for your goal—such as Peer-to-Peer Texting—and explains why it works well. It also shows you the key features you’ll use, like:

• Simple message scripts for your team

• Saved replies for common questions

• Personal 1-to-1 conversations at scale

Once you confirm the recommendation, Compass automatically creates your campaign. Important parts are already set up for you, including:

• A ready-to-send first message

• A guided agent script with clear questions and responses

• Personalization using merge tags (names, roles, organization name)

You can review the campaign, make edits if needed, and move forward with confidence.

Before launching, Compass helps you test the campaign. It checks for a verified phone number on your account and asks if you want to use it for testing. Once confirmed, Compass sends the first message on your behalf and notifies you when it’s delivered. 

This helps you see exactly how the campaign will work before your team starts using it.

After the test message is sent, Compass confirms your success and outlines the next steps.

You’ll see:

• A link to the Agent Console, where agents send and manage messages.

• Clear suggestions for next steps, such as:

  • Registering for 10DLC to stay compliant and improve message delivery if you decide to use a texting campaign.

  • Trying a Call Center campaign instead to follow up with engaged contacts by phone.

Note: The screenshots and explanation are examples of how the Compass works. As a user, you can explore different use cases and provide suggestions to make the campaign as personalized as you want.