Location
Left Sidebar → Deploy → CampaignsSteps to Create
→ NEEDS PLATFORM INFO: Campaign creation interfaceStep 1: Start Creation
Click “Create Campaign” button.Step 2: Basic Details
| Field | Description | Example |
|---|---|---|
| Name | Campaign identifier | ”Q4 Appointment Reminders” |
| Description | Optional notes | ”Reminder calls for scheduled appointments” |
Step 3: Select Agent
Choose which agent will make the calls. This should be an agent designed for outbound conversations.Step 4: Select Audience
Choose the contact list to call:- Select from existing Audiences
- Or create a new Audience
Step 5: Configure Schedule
| Setting | Description |
|---|---|
| Start Date | When to begin calling |
| End Date | When to stop |
| Calling Hours | Time window for calls (respects time zones) |
| Days | Which days to call |
Step 6: Configure Settings
| Setting | Description |
|---|---|
| Caller ID | Number shown to recipients |
| Retry Rules | How many times to retry unanswered |
| Call Spacing | Minimum time between calls |
| Voicemail | Leave message or skip |
Step 7: Review and Launch
Review all settings, then:- Save as Draft — Save for later
- Launch — Start the campaign
Campaign States
| State | Description |
|---|---|
| Draft | Created but not started |
| Active | Currently making calls |
| Paused | Temporarily stopped |
| Completed | All contacts called |
| Cancelled | Manually stopped |
Before Launching
Verify:- Agent is tested and locked
- Audience is complete and accurate
- Schedule is appropriate for your contacts
- Caller ID is set correctly
- Retry rules make sense for your use case