Draft campaign detail (readiness + configuration)

Draft view is the “go/no-go” layer. It exists so you can confirm the campaign is internally consistent before calls start.

At a glance

  • Draft view highlights readiness blockers.
  • It surfaces the key configuration that affects dial behavior.
  • It previews audience distribution (so your schedule choices are not guesswork).

Readiness checklist (what must be true)

Draft readiness includes:

  • Agent assigned
  • Phone number set
  • Contacts uploaded (or staged audience attached)
  • Call windows configured
  • Retry policy set
Pro tip: treat readiness like a release checklist

If readiness is incomplete, do not “just launch and see.” Fix one blocker at a time and keep the first run supervised.

Key configuration summary (what matters most)

Draft view surfaces the operator-grade fields:

  • agent
  • primary number / pool
  • retries
  • concurrency
  • priority
  • timezone
  • trigger mode
  • scheduled time (if scheduled)

Call windows (safety rail)

Draft view includes call windows so operators can confirm the campaign won’t dial at unsafe times.

Cost estimate and budget cap

If a budget cap exists in metadata, draft view shows cost estimate signals.

Campaign goals

Draft view may surface goal targets. Make sure goals reflect what your team actually optimizes.

Audience preview (distribution)

Draft view shows distribution previews like:

  • timezone distribution
  • company distribution
  • tag distribution
  • country distribution

This helps you see whether schedule and number strategy matches the audience.

Important edge case: “contacts uploaded” with zero tasks

A staged CSV audience upload can count as “contacts uploaded” even if tasks are not yet generated.

Operators should confirm total tasks and preview distributions before launching.

Next: move from draft to supervised launch
Use the wizard and checklist to launch safely.
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