Campaigns

A campaign is one offer sent to one audience: a brief, a sequence of steps, and the angles of each step.

Status: the top switch

Kata never activates a campaign by itself. Only you, or the agent with your approval, do. set_sending is a shortcut over every campaign: off pauses all active campaigns and cancels the emails already planned; on sets the paused ones back to active. Drafts stay drafts.

An active campaign also has a state, computed on each read: error when it cannot send (no active mailbox it may use, {{link}} in the emails but no Link: line, a brief check that failed, no live angle for the first email, no lead at all), shown as a red badge with the reason; completed when every lead went through the sequence (not an error). status and campaign_report return it. The campaign page has a Diagnose button: the agent reads the numbers and lists the 3 to 5 biggest problems, each with one action.

brief.md and company.md

Two memory files guide the AI that writes the emails:

• company.md: your company, used everywhere. Tool: set_company_brief.
• brief.md: one per campaign. Target, offer, proof, expected action, the link, then a "Notes and updates" part. Plain text, no headings: you read and edit it too. Tools: read_campaign_brief, update_campaign_brief.

The campaign link is the line Link: https://… in brief.md, and only that line. It is where {{link}} points. update_campaign with target_url is a shortcut that rewrites that line.

check_campaign_brief checks five essentials: target, offer, why care, action, link. It also lists sending checks that do not block: link variables present on the leads, a live angle on each step, and hand-written URLs that will not be tracked.

Need more context? save_context adds files with scope company (used everywhere) or campaign (used for that campaign's emails).

The sequence

Step 0 is the first email. Each follow-up waits a number of days after the previous email. set_steps with [3, 5] means: first email, follow-up 1 three days later, follow-up 2 five days after that. [] means no follow-up. A new campaign gets one follow-up after 3 days unless you say otherwise.

• Follow-ups stay in the same thread and go out from the same mailbox as the first email.
• A first email with no live angle waits. A follow-up step with no live angle ends the sequence there.

Variables

A variable inside a URL is URL-encoded: sean+ie@x.com becomes sean%2Bie%40x.com. {{x|url}} encodes anywhere; {{x|raw}} never encodes. A URL you write by hand in the body goes out as written: not tracked, no token. Use {{link}} for anything you want measured.

Plain text only

Kata sends plain text for now, like a personal note: no HTML, no images, no tracking pixel. The sender name and the signature of the sending mailbox go below (Mailboxes, the ⋯ menu of a mailbox, Email signature). When the body has no unsubscribe link, Kata adds this line:

If this isn't relevant, just let me know and I won't write again.

What stops a sequence

• A reply. Out-of-office replies do not stop it.
• A hard bounce, an unsubscribe, or a conversion. A soft bounce only delays the email by 24 hours.
• stop_sequence, suppress, or removing the lead from the list that feeds the campaign.

A person is never live in two sequences at once.

Which mailboxes send

By default a campaign sends from every active mailbox. set_campaign_mailboxes limits it to some. Only new first emails follow the choice: follow-ups stay in the mailbox of their thread.

Deleting

delete_campaign only works on a campaign that never sent. A campaign that sent can be paused, not deleted. Contacts always stay.