Create a Campaign

(No product screenshot is available for the campaign creation form yet — the fields below are described at a concept level rather than illustrated.)

What a campaign needs

• An agent — the workflow the campaign calls with, already built and tested in the Visual Builder
• A contact list — see Upload Contacts
• A name, so you can find the campaign again in campaign history

Advanced settings

A campaign's advanced settings let you control how it behaves once it's running:

• Retry configuration — how the campaign handles a contact that doesn't answer or the call otherwise doesn't complete
• Schedule configuration — a timezone and time slots the campaign is allowed to call within, so it doesn't dial outside acceptable hours
• Circuit breaker configuration — a safety limit that stops the campaign if calls start failing at an unexpected rate, rather than continuing to burn through the contact list

If your exact defaults or limits for these settings aren't confirmed for your account, check the campaign creation screen directly — values shown there are the source of truth.

Next

• Upload Contacts
• Start a Campaign