Wizard Step 2: Telephony

In the app, open the campaign wizard (for example Campaigns → New campaign, or open an existing draft, clone, or template—same step order as in Step 1). The Telephony step is where you choose from-numbers and recording.

Intro copy:

• “Choose the phone numbers this campaign calls from. The primary number is always used; add more to build a pool that rotates across numbers, providers, or countries. Recording applies to every call.”

What the static should show: Telephony step with Primary from phone number, the Number pool card (chips and add control), optional Prefer country-matched checkbox, the How the number pool works section, Pool capacity summary, and Call recording with the toggle.

At a glance

• Primary from phone number (required) — search field: placeholder “Search all phone numbers…”, search “Search by name, number, or provider…”, empty “No active phone numbers found”.
• Helper text: “Required. Used on its own for single-number campaigns, and as the default entry in the pool below. The telephony provider comes from the number itself — you can mix providers across the pool.”
• When a primary is chosen, it is automatically merged into the Number Pool list (see behavior below).
• Number Pool appears once there is a primary or any pool entry; pool size shows as a count badge on Number Pool.
• Call recording is a toggle (defaults on for new campaigns). Subcopy: “Record all calls in this campaign. Required for QA, transcripts, and call-analysis replay.” You can turn it off if policy allows.

What the GIF should show: Pick a primary number (chip appears with a primary badge), add a second number from “+ Add another number to pool…”, toggle Prefer country-matched numbers for each contact, and expand How the number pool works.

Primary From Phone Number

• Removing the primary chip from the pool also clears the primary selection.
• When you save, the primary you picked is used if set; otherwise the first number in the pool is treated as primary. Next only requires at least one number in the pool, but the primary field is still the main way to set that for typical setups.

Number Pool

• Short explanation in UI: performance-weighted rotation, sticky retries, spam-flagged numbers skipped.
• Chips show a readable label and full number, provider when known, a primary badge, and × to remove.
• Add control: search field with placeholder “+ Add another number to pool…”; already-added numbers are hidden from results; when nothing matches, “No more numbers found”.
• Prefer country-matched numbers for each contact — plain checkbox, only when two or more numbers are in the pool. Suffix in UI: (falls back to timezone match, then full pool).
• Blue info callout (only with 2+ numbers): explains weighted random first pick, that the primary is not dialed first by default, sticky behavior on retries.

“How the number pool works” (disclosure)

The step includes an expandable How the number pool works section whose headings match the product copy:

1. Pick per attempt. (Fallback to primary if pool empty.)
2. First call = weighted random, not round-robin.
3. Sticky contacts.
4. Performance-weighted rotation.
5. Country & timezone filtering (with Prefer country-matched).
6. Spam & compliance skips.
7. Capacity-aware parallelism.
8. Exhaustion & reset.
9. Mixed providers.

Pool capacity

Rendered when capacity data returns with at least one connection row:

• Title: Pool capacity
• Subtitle: “Max concurrent calls this campaign can run right now, summed across the pool.”
• Right side: large number or “Unlimited”, label “CONCURRENT CALLS” (uppercase styling in UI).
• Per connection: name and provider; a line like N numbers in this pool with usage against the limit; a free column (shows ∞ when that connection is unlimited).
• Loading: “Calculating pool capacity…”; failure: “Unable to load telephony capacity”.
• If tenant cap is lower than raw pool ceiling, an amber note explains the effective ceiling.

Pool capacity refreshes as you add or remove numbers in the pool (with a short delay so it does not flash on every keystroke).

What the video should show: Build a two-number pool, open the disclosure, scroll Pool capacity, and toggle Call Recording off and on before clicking Next.

What blocks Next

Next stays disabled until at least one number appears in the pool. Picking a primary adds that number automatically, which satisfies the requirement.

Call Recording

• Label: Call recording
• Toggle for enabling recording; your choice is saved with the campaign so all calls in this campaign use the same setting.

Additional resources

• Assigning phone numbers to a campaign
• Number rotation (why it matters)
• Spam-flagged numbers playbook