Wizard Step 1: Basics

This step decides your campaign identity: what it’s called and which agent runs every call. If you get this wrong, everything downstream becomes harder to debug.

At a glance

• You can optionally prefill defaults from a template.
• You must set Campaign Name and Agent (required).
• The agent defines the script, tools, and voice used on every call.

Before you start

1. Know the goal in one sentence (example: “Book a demo for qualified inbound leads who went cold”).
2. Know the audience segment (who should receive this call).
3. Pick one primary agent that matches that audience and goal.

Field-by-field (what it means + how to decide)

Load from Template

Recommended Use templates when your team wants a standard operating baseline (same schedule, concurrency, retry settings).

Use templates when:

1. You run similar campaigns repeatedly.
2. You want consistent defaults for new operators.
3. You maintain “gold standard” templates quarterly.

Don’t use templates when:

1. You’re cloning a proven campaign (use Clone instead, so you copy the real-world configuration).
2. The audience or goal is new and needs bespoke settings.

Campaign Name (required)

Recommended Make the name understandable without opening the settings.

Good examples:

• Inbound Leads - Demo Follow-up - US - Apr 2026
• Reactivation - Past Trials - UK - Week 17

Bad examples:

• Campaign 12
• Test

Agent (required)

Recommended Pick the agent that matches the audience + intent + follow-up path.

This choice affects:

• what the AI says (script and opening),
• what the AI can do (tools/actions),
• how outcomes are interpreted.

Validation rules (what blocks Next)

You can’t proceed unless:

1. Campaign Name is not empty.
2. Agent is selected.

Common mistakes (and quick fixes)

1. The agent sounds wrong for the audience. Fix: choose a more specific agent, or split into separate agents by segment.
2. Naming is inconsistent. Fix: adopt one naming standard and apply it across all campaigns before you scale.
3. Template drift. Fix: treat templates as owned assets (quarterly review, one owner, published version history).

Final checklist (what good looks like)

• The name explains audience + offer + geography + time window.
• Everyone agrees the agent fits this campaign goal.
• You can answer: “What should happen after a good call?” in one sentence.

Additional resources

• Campaign settings reference
• Campaign Wizard (Start Here)