Campaign Wizard (Start Here)

If your campaigns feel “random” in results, it’s almost never because the AI is magical or broken. It’s usually setup: audience, numbers, time windows, pacing, and what you do after a call.

This guide is the operator-grade walkthrough for the 6-step Campaign Wizard. By the end, you will have a campaign that is safe to launch, easy to debug, and easy to scale.

At a glance

• Basics: give the campaign a name and choose the agent (the voice + tools + script brain).
• Telephony: choose the primary from-number and build a number pool (deliverability + scale).
• Audience: choose who you’re calling and map data into the agent (where personalization comes from).
• Schedule: decide when it runs and how fast (timezone, call windows, concurrency).
• Outcomes: decide what happens after each call (retries, follow-ups, goals, A/B).
• Review: sanity-check everything before you create or save the draft.

What you should have ready (5 minutes)

1. One clear goal for this campaign (book meetings, qualify leads, reactivation).
2. One agent that matches the audience and goal.
3. A clean audience source: CSV, Segment, or Contact IDs.
4. At least 1 active phone number (ideally 2–3 for a pilot).
5. A follow-up owner (what happens after “Interested”).

Create vs Edit vs Clone (the decision)

• Recommended Create a new campaign when the audience, offer, or timezone changes. Clean reporting, clean learnings.
• Recommended Clone when you already have a “known-good” campaign and want the same structure with a new audience.
• Advanced Edit a draft when you haven’t launched yet (draft only). Editing changes settings; audience may remain the same unless you replace it.

What “draft” means (in plain English)

• Draft: safe to configure. You can review settings and attach an audience.
• Live / Running: calls can start based on schedule and trigger mode.
• Paused: you stopped delivery. Used for containment, QA, or compliance fixes.

Your next step

Go to Step 1: Basics and set the campaign name and agent.

Additional resources

• Campaign settings reference
• Campaign launch checklist
• Uploading contacts
• Assigning phone numbers to a campaign
• Setting call schedules and time zones