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Wizard Step 1: Basics

In the app, this step is the Basics step of Create Campaign or Edit campaign (opened from the campaigns area).
  • New campaign: start Create campaign from the campaigns list or equivalent entry point.
  • Edit draft: open an existing draft from the list or a link your admin shares.
  • Copy from an existing campaign: when available, pick a source campaign so settings can copy over; you still walk through the wizard.
  • Start from a template: when available, select a template on this step; defaults load after the template is applied (see below).
The page title is Create Campaign or Edit campaign. The subtitle explains the six steps (basics → telephony → audience → schedule → outcomes → review). Campaign wizard Basics step with template search, campaign name, and agent fields. What the static should show: Full Basics step with the stepper highlighting Basics, the intro paragraph, Load from Template, the Campaign Name field (required), and the Agent field (required), plus Previous / Next at the bottom. You’re in the Campaign Wizard

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At a glance

  • Intro copy: “Name the campaign and pick the agent that will run every call. You can optionally prefill all defaults from a template.”
  • Load from Template is optional (searchable control: “Choose a template…”, “Search templates…”, empty state “No templates found”).
  • Campaign name and Agent are required before Next (see below).
  • Helper under Agent: “The agent defines the script, tools, and voice used on every call in this campaign.”
GIF media slot What the GIF should show: Choosing a template and watching agent (and later-step defaults from that template) update; then typing a campaign name and picking an agent from the searchable list.

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Load from Template

  • Label: Load from Template (small label above the control).
  • Selecting a campaign template can prefill later wizard defaults (for example agent, phone numbers, retries, concurrency, timezone, call windows, recording, A/B flags, and dry-run options where the product supports them). It does not set Campaign name in the screen—you still enter a name.
  • Changing template while creating applies values from the selected template. Editing an existing draft may limit template-driven changes depending on how the draft was created.

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Campaign Name (required)

  • Label: Campaign name (required).
  • Placeholder: “e.g. Q1 Outreach Campaign”
  • Next needs a non-empty name after you trim spaces. There is no extra minimum length on this field in the campaign wizard.

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Agent (required)

  • Label: Agent (required).
  • Searchable control: “Select agent…”, “Search agents…”, empty “No agents found”.
  • Next needs a selected agent.
  • The list comes from the agents available in your workspace (search and paging behave like other searchable pickers in the app).

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What blocks Next

Next stays disabled until:
  1. Campaign name is filled in (not only spaces).
  2. Agent is selected.
Completed steps in the stepper can be clicked to go back; future steps stay disabled until you advance. Video media slot What the video should show: End-to-end: open Create campaign, optional template, fill name and agent, click Next, and confirm the stepper moves to Telephony.

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Common mistakes

  1. Skipping the name after using a template—templates do not fill Campaign name.
  2. Wrong agent for the list you will attach in Step 3—variable mapping and scripts follow the agent you choose here.
Next: Telephony Choose caller IDs, number pool, and recording for this campaign.

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Additional resources