Campaign setup
- 1Create a campaign
Open Campaigns and choose New Campaign.
- 2Set the call rules
Choose a name, agent, calling window, timezone, and retry limit.
- 3Choose a data source
Upload a CSV or import contacts from a connected CRM or Google Sheets.
- 4Map contact fields
Map the phone number and required contact fields before continuing.
- 5Review and create
Check caller ID, schedule, pacing, and the agent before saving.
Launch the campaign
New campaigns are created paused. Open the campaign list and select Play when you are ready to start dialing. Begin with low concurrency so the team can review early call audio and outcomes.
Monitor the first calls
Watch the live call list and review the first completed calls before raising throughput. Confirm that the agent delivers the whole greeting, can hear the caller, and records an outcome that matches the conversation.
Use campaign reports and call records to identify list quality, connection, or script issues. Change one variable at a time so the result is easy to compare.