Wizard Step 4: Schedule
The Schedule step sets when the campaign may run, how many calls run in parallel (relative to your number pool), and priority. Intro copy in the app: Decide when the campaign runs and how fast. Call windows, timezone, and concurrency all apply during delivery.
Slot media brief
Use these briefs when adding final captures to the asset registry.
| Kind | Brief |
|---|---|
| Static | Full-width Schedule step: Trigger Mode, Timezone, Call Windows, Parallel calls, Priority. |
| GIF | Toggling Scheduled, opening date and time, editing one day’s window, Copy to all. |
| Video | Walkthrough: immediate vs scheduled, concurrency toggle, custom limit clamp. |
At a glance
- Trigger — Start Immediately or Scheduled (with date and time).
- Timezone — Pick from the app’s list of supported regions (for example US Eastern, India Standard Time).
- Call windows — For each weekday: turn the day on or off, set start and end times, and use Copy to all to copy times to other days (enabled days stay as you set them).
- Parallel calls — Use full pool capacity or set a custom maximum. When the app knows your pool’s ceiling, a custom value above that is adjusted down to the ceiling.
- Priority — 1 (low) through 10 (high).
- Testing mode — In development builds only, you may see Testing mode and a simulated outcome for dry runs. These controls are not shown in production; production campaigns default to live dialing unless your product docs say otherwise.
Pool capacity (from Step 2: Telephony)
Capacity for your selected numbers is calculated on the Telephony step and shown there (for example while the app shows Calculating pool capacity… or an error). Schedule uses that result for full pool wording and for capping a custom concurrency limit. If preview fails, the message appears on Telephony, not on Schedule.
Defaults and behavior
- New campaign: Monday–Friday default to 09:00–18:00 enabled; Saturday and Sunday start disabled.
- Time zone mode: The wizard saves call windows with the contact-local behavior the product expects for your tenant; you only edit the Timezone control on this step—there is no separate toggle for that mode in the wizard.
What blocks Next
- If Scheduled is selected, Schedule date and time must be filled in.
The wizard does not require at least one enabled call window to continue. If every day is off, Review will show Call windows as None configured—double-check that if you meant to dial only inside specific hours.
Testing mode / dry run (development only)
Where Testing mode appears, turning it on runs the campaign as a dry run (no real calls) and lets you pick a simulated outcome such as completed, no answer, busy, or failed. In production this block is not shown; Review’s Mode line reflects Live for typical new campaigns.
Common mistakes
- Scheduled with an empty date/time — Next stays disabled.
- All call windows off — Allowed, but Review shows None configured.
- Custom concurrency above the pool ceiling — The app may clamp the value to the ceiling when that ceiling is known.