> ## Documentation Index
> Fetch the complete documentation index at: https://help.callaro.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Wizard step 1 basics

# 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.](https://mintcdn.com/callaro-docs/Rn-efrjnSIS1s0ID/images/campaigns/wizard-step-1-basics.png?fit=max\&auto=format\&n=Rn-efrjnSIS1s0ID\&q=85\&s=6e538f6cef36616c91c1d652b28018ef)

**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**

* [Start Here](https://help.callaro.ai/campaigns/creating-a-campaign.md)
* [Step 1: Basics](https://help.callaro.ai/campaigns/wizard-step-1-basics.md)
* [Step 2: Telephony](https://help.callaro.ai/campaigns/wizard-step-2-telephony.md)
* [Step 3: Audience](https://help.callaro.ai/campaigns/wizard-step-3-audience.md)
* [Step 4: Schedule](https://help.callaro.ai/campaigns/wizard-step-4-schedule.md)
* [Step 5: Outcomes](https://help.callaro.ai/campaigns/wizard-step-5-outcomes.md)
* [Step 6: Review](https://help.callaro.ai/campaigns/wizard-step-6-review.md)

## 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](https://mintcdn.com/callaro-docs/Rn-efrjnSIS1s0ID/images/campaigns/slot-01.gif?s=f1c417c41eb1c228c59594aa6d4c1178)

**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.

## 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.

## 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.

## 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).

## 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](https://mintcdn.com/callaro-docs/1fJs_sKJdgiwY8nj/media/campaigns/slot-01.mp4?fit=max\&auto=format\&n=1fJs_sKJdgiwY8nj\&q=85\&s=bf4ae0e6948c3ee4e4bf35d2b1f483f3)

**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**.

## 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.

* [Continue: Step 2 (Telephony)](https://help.callaro.ai/campaigns/wizard-step-2-telephony.md)
* [Run the launch checklist](https://help.callaro.ai/campaigns/campaign-launch-checklist.md)
* [Troubleshoot: not dialing](https://help.callaro.ai/campaigns/wizard-troubleshooting-not-dialing.md)

## Additional resources

* [Campaign settings reference](https://help.callaro.ai/campaigns/campaign-settings-reference.md)
* [Campaign Wizard (Start Here)](https://help.callaro.ai/campaigns/creating-a-campaign.md)


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