Wizard Step 5: Outcomes
This step configures retries, optional A/B tests, follow-ups and contact memory (on Pro), and campaign goals. Intro copy in the app: Configure how the campaign responds to each call result: retries, A/B variants, and follow-ups. Goals let you track success targets.
Slot media brief
| Kind | Brief |
|---|---|
| Static | Retries block, A/B table with primary row, goals list. |
| GIF | Toggle retry on voicemail, add goal row, A/B add variant, weight validation message. |
| Video | Pro sections: Missed-call retry, rule picker, contact memory. |
Retries
- Retry on voicemail — When on, another attempt can be scheduled after voicemail instead of closing the contact as completed.
- Max retries — Choose 1, 2, or 3. Helper text shows total attempts per contact.
- Max voicemail attempts — Optional number (minimum 1). Disabled when Retry on voicemail is off. Placeholder explains that leaving it blank uses the same limit as max retries.
A/B testing
- Turn A/B testing on to split traffic across 2–3 agents with weighted percentages. Copy explains that assignment stays consistent per contact so results stay comparable.
- Variant A always uses the primary agent from Step 1 (Basics). The UI shows a read-only Primary row; you do not pick a second agent for that row.
- Use Add variant until there are three rows; Remove appears for non-primary rows when you have three.
- Challenger rows use the same searchable agent control as elsewhere; each variant must use a different agent.
- Weight (%) — Whole numbers for each variant. Weights must be greater than zero and sum to 100. When valid, a green confirmation shows the split; when not, an amber message explains what to fix (for example total not 100, or duplicate agents).
- If A/B is on but the configuration is invalid, Next stays disabled until you fix it.
Follow-ups and contact memory (Pro only)
Follow-ups and Contact memory appear only for organizations on a Pro plan (or when the app treats the workspace as Pro). On other plans those sections are hidden.
When Follow-ups is shown:
- Missed-call retry — Optional automatic retry when the contact does not answer, using the max-retries and voicemail settings above.
- Rule-based follow-ups — Explains tenant-wide vs campaign-specific rules; Manage rules opens the follow-up rules area. You can attach rules to this campaign from the picker. If saving rules fails after the campaign is created, the app may still finish creating the campaign—check the campaign and rules if something looks off.
- AI-detected follow-ups — Describes follow-ups driven by the agent’s tools; link opens the agent editor when an agent is selected.
Contact memory (when shown) — Toggle and explanatory copy for whether the campaign uses contact memory, as described in the panel.
Campaign goals
- Add Goal adds a row for the next available metric. You can set at most one target per metric: Conversion rate, Answer rate, and Average call score. Each row has a % target between 0 and 100 (step 0.1).
- Empty targets do not block Next. If you enter a value, it must be a valid number in range or the row shows an error and Next is disabled.
What blocks Next
- Any goal row with a filled-in target that fails validation (not a number, or outside the allowed range).
- A/B testing enabled with invalid weights, zero weights, wrong total, or duplicate agents on variants.
What Review shows
The Review step lists only a subset of outcomes settings (for example goals and high-level A/B). It does not list follow-up rules, missed-call retry, or contact memory. Set those here; use the campaign detail and call activity after save to verify behavior end to end.