Wizard Step 6: Review
Review is your last safe moment to catch configuration mismatches before calls start. If you skip Review, you will still “launch”… but you’ll launch uncertainty.
You’re in the Campaign Wizard
At a glance
- Confirm the campaign tells a consistent story: audience, agent, numbers, windows, pacing.
- Catch “silent killers”: wrong timezone, empty audience, low pool capacity, misconfigured A/B.
- Decide: create/save draft now, or fix before the first call.
How to read the summary (what to sanity-check)
Campaign Name + Agent
Ask:
- Does the name explain who/what/where/when?
- Does the agent match the audience and the intended outcome?
Number Pool
Ask:
- Does the pool size match the launch stage (pilot vs scale)?
- Are there any “weak” numbers that should be removed before the pilot?
Source (Audience)
Ask:
- Do you know exactly which contacts will be dialed?
- If CSV: does mapping look correct and non-duplicated?
- If Segment: does the segment definition match what you intended?
Trigger + Schedule
Ask:
- Immediate vs scheduled is correct for monitoring.
- Windows are enabled on the days you expect.
- Timezone matches the audience (not internal convenience).
Concurrency
Ask:
- Full pool capacity is safe, or custom limit is intentional.
- You have monitoring capacity for the first 10–20 calls.
A/B testing + Goals
Ask:
- If A/B enabled: weights total 100, agents are distinct, names are meaningful.
- Goals are realistic and won’t create false “failure panic”.
Common “looks fine” traps
Trap: schedule looks correct, but nothing dials
Usually caused by disabled call windows, a mismatch between scheduled start time and enabled windows, or a timezone assumption. Check Step 4 first.
Trap: A/B is enabled, but you won’t get learnings
If variants differ in too many ways, results won’t be interpretable. A/B is for learning, not chaos.
When you hit an error
If the wizard shows “Failed to create campaign” or “Failed to save campaign”:
- Click Retry.
- If it fails again, capture these three screenshots:
- Basics (name + agent)
- Telephony (number pool + pool capacity)
- Review (summary table)
- Share them with your admin/support contact.
Final checklist (launch-ready draft)
- The setup is internally consistent (it “makes sense” end-to-end).
- A pilot path is defined (who watches the first calls).
- The follow-up workflow is clear for the top outcomes.
- You have a written pause criterion.
Next: launch like an operator
Run the launch checklist and execute a supervised pilot.