Campaign Setup

The Setup tab defines who makes the calls and how the dialer behaves. Everything on this tab autosaves as you edit — there is no Save button.

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Create a Campaign

1. Open Studio → Manage → Campaigns.
2. Click New Campaign. A campaign named “Untitled Campaign” is created and its detail page opens.
3. Rename it with the pencil icon next to the title (Enter saves, Escape cancels).

From the campaigns list you can also Clone an existing campaign (settings, schedule, and contacts are copied; dial state is reset) or Delete one — deletion is only available for campaigns in Draft or Stopped status.

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1 · AI Agent

Choose which agent handles each outbound call. Voice, guidelines, knowledge, and actions all follow that agent’s configuration — the campaign only controls dialing.

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2 · Caller ID Pool

Assign a number pool to rotate caller IDs across the campaign’s outbound calls. Rotating numbers reduces per-number call volume and protects your numbers’ reputation.

• Voice campaigns must have a pool with at least one active number before they can launch.
• The pool’s rotation mode (Sequential or Random) is shown under the selector, with a Manage link to the pool’s detail page.
• The dialer prefers numbers with full STIR/SHAKEN “A” attestation and cycles least-recently-used numbers first.

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3 · Dialing Settings

Control simultaneous calls and what happens when a dial doesn’t connect.

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Max concurrent calls

Caps how many outbound calls the campaign places at once while active. Higher values finish the contact list faster but add telephony load and cost.

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Retries

Busy and no-answer retries are counted as extra attempts after the first dial — with “Extra attempts after first busy” set to 2, a contact is dialed at most 3 times for busy outcomes. Each retry waits the configured delay before the contact re-enters the queue.

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Voicemail handling

When the AI agent detects an answering machine during the call, the campaign applies your On voicemail choice:

• Retry later — hang up and schedule another attempt (its own attempt counter and delay, default 2 extra attempts / 30 minutes).
• Leave a message — the agent speaks your configured voicemail message in its own voice, then hangs up. The message field supports {{variables}} from your contact list, and is required while this mode is selected.
• Do nothing — hang up silently and mark the contact’s outcome as Voicemail.

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DNC Request message

If a contact asks not to be called again, the agent speaks this message, ends the call with the disposition DNC Request, and the number is added to your internal Do-Not-Call list immediately. Leaving the field empty restores the built-in default: “Okay — I’ll take you off our call list. You won’t receive further calls.”

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DNC scrubbing

DNC + Reassigned-Number checks run before every dial and are enabled by default on voice campaigns. Scrubbing requires a SAN on your account and is billed per contact per run. Full details, pricing, and SAN setup are covered in Compliance & DNC.

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Autosave

Setup and Schedule changes save automatically a moment after you stop editing — a “Setup saved” / “Schedule saved” toast confirms each sync. While a save is in flight the Launch button shows “Saving…” and stays disabled, so you can never launch stale settings.

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Test Calls

Place a real phone call with the campaign’s agent before launching to anyone on your list.

1. Click Test Call in the campaign header (an agent must be assigned first).
2. Fill in the dialog:
   • Phone number (E.164) — e.g. +14155550100
   • Zip Code and one field per configured custom field — sample contact data to test variable injection
   • Number pool — required; one of its numbers is used as the caller ID (this does not change the campaign’s pool)
3. Optionally check Enforce dialing rules to make the test call obey the campaign’s compliance rules (calling-hours restrictions, DNC scrubbing, consent checks). This reveals the consent fields: PEWC obtained, PEWC date, and Consent to voice calls (OK).
4. Click Dial.

A full-screen overlay shows the live call status (Placing call… → Ringing… → Connected), a timer, the live transcript, and an End test call button.

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Editing Rules

• Setup, Schedule, and Contacts can be edited while the campaign is in Draft, Stopped, or Completed status.
• While a run is active the tabs show a read-only notice: “Setup cannot be edited while the campaign is actively running.”
• Relaunching a stopped or completed campaign creates a new run with the current settings.

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Where to go next