Create a campaign
From Deploy → Campaigns, click Create Campaign to open the Schedule campaign wizard. It has four steps — Agent, Recipients, Schedule, and Review & Launch — shown as tabs across the top, with a Step X of 4 counter at the bottom. Move forward with Next and back with Back; your progress is kept as you move between steps.
Closing the wizard before you launch prompts Discard campaign? — all progress is lost and the action can’t be undone. Choose Keep editing to return, or Discard to abandon it.
Agent
Choose what runs the campaign and where it dials from:
- Campaign name — a clear name for the campaign.
- Select agent — the agent, plus the committed Version to run.
- Connections — pick a telephony Connection, then the Phone numbers to dial from. Toggle By number to choose individual numbers, or By group to use a whole group.
Click Next to continue.
Recipients
Upload your contact list (cohort) and map its columns to the agent’s variables.
- Upload cohort — drop in a CSV. Each row must include a phone number plus any details your agent uses during the call. Use Download Sample if you need the expected format.
- Cohort name — a name for this batch of contacts. (A cohort is the batch you upload; every campaign starts with one and you can add more later.)
- Map phone number and agent variables to columns — match each agent field to a CSV column. Preview sample row shows the mapped values for one row; use Random / Pick random row to spot-check different rows.
The mapping table has a row per field:
Formatting functions
Add a transform under Formatting functions → Add to clean or reshape a column before it reaches the agent:
- Indian Currency — format a number as Indian currency.
- Date — normalize a date value.
- String Replace — find and replace within the text.
- String Strip — trim surrounding whitespace.
- String Capitalize — capitalize the value.
- Indian State Language Map — map an Indian state to its language.
- Format Language Name — normalize a language name.
Override default values
Expand Override default values to map CSV columns onto per-contact conversation defaults — Initial message, Initial state, and Initial language. Left as None, each call uses the agent’s configured default; map a column to personalize it per contact.
Click Validate to check the file and mapping before continuing. Validation reports how many rows are valid versus removed.
Schedule
Set when the campaign runs and how it retries:
- Campaign period — Start date time (Now, or a Custom date and time) and End date time (Today, or Custom). Starting Now kicks off roughly two minutes after scheduling.
- Attempts per second — the dialing rate (calls placed each second). Defaults to
2. Dialing too aggressively can flag your numbers as spam — start low and watch Connectivity. See Dialing rate & concurrency for how this interacts with concurrency and your plan limits. - Allowed days — the days of the week the campaign may dial.
- Calls allowed between — the daily time window (for example
09:00 am–06:00 pm). - Retry configuration — a toggle. Leave it off to dial each contact once; turn it on to retry unanswered contacts (see below).
- Advanced → Webhook URL — an optional endpoint that receives an event as each call finishes.
Retry configuration
With retries on:
- Max retries —
0–20(default3). - Retry interval — minutes between attempts (default
30). Tick Customize interval per attempt to set a different gap for each attempt. - Retry on — which outcomes trigger a retry:
Review & Launch
A read-only summary of every step — Agent (agent and version, campaign name, connection, phone numbers), Recipients (file, valid/removed row counts, mappings), and Schedule (period, allowed time, days, CPS, retries). Expand a section to double-check the details.
Optionally run a Test dial (below), then tick I have reviewed this campaign and I am ready to launch and click Launch.
Test dial
On the Review & Launch step, Test dial (optional but recommended) places an instant outbound call to a few internal numbers so you can verify the agent works end-to-end before going live.
- Test calls dial from this campaign’s numbers, but don’t count toward campaign metrics.
- The agent uses the variables from one cohort row — the previewed row is shown, and Pick random row swaps it. Complete the cohort mapping first, otherwise no preview variables are available.
- Under Test numbers, select up to 5 numbers (or Add a number), then click Place test calls.
Start with a low Attempts per second and a small cohort, place a Test dial to confirm the agent behaves, then watch Connectivity for the first hour before scaling up. See Best practices for the full launch checklist.