> ## 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 2 telephony

# Wizard Step 2: Telephony

In the app, open the campaign wizard (for example **Campaigns** → **New campaign**, or open an existing draft, clone, or template—same step order as in Step 1). The **Telephony** step is where you choose from-numbers and recording.

Intro copy:

* *“Choose the phone numbers this campaign calls from. The primary number is always used; add more to build a pool that rotates across numbers, providers, or countries. Recording applies to every call.”*

![Campaign wizard Telephony step with from numbers, pool, and recording.](https://mintcdn.com/callaro-docs/Rn-efrjnSIS1s0ID/images/campaigns/wizard-step-2-telephony.png?fit=max\&auto=format\&n=Rn-efrjnSIS1s0ID\&q=85\&s=0c2c19e6f522d40a51dcc9d7aa6bbb6a)

**What the static should show:** **Telephony** step with **Primary from phone number**, the **Number pool** card (chips and add control), optional **Prefer country-matched** checkbox, the **How the number pool works** section, **Pool capacity** summary, and **Call recording** with the toggle.

**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

* **Primary from phone number** (required) — search field: placeholder *“Search all phone numbers…”*, search *“Search by name, number, or provider…”*, empty *“No active phone numbers found”*.
* Helper text: *“Required. Used on its own for single-number campaigns, and as the default entry in the pool below. The telephony provider comes from the number itself — you can mix providers across the pool.”*
* When a primary is chosen, it is **automatically merged into** the **Number Pool** list (see behavior below).
* **Number Pool** appears once there is a primary **or** any pool entry; pool size shows as a count badge on **Number Pool**.
* **Call recording** is a **toggle** (defaults on for new campaigns). Subcopy: *“Record all calls in this campaign. Required for QA, transcripts, and call-analysis replay.”* You can turn it **off** if policy allows.

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

**What the GIF should show:** Pick a primary number (chip appears with a **primary** badge), add a second number from *“+ Add another number to pool…”*, toggle **Prefer country-matched numbers for each contact**, and expand **How the number pool works**.

## Primary From Phone Number

* Removing the primary chip from the pool also clears the primary selection.
* When you save, the primary you picked is used if set; otherwise the first number in the pool is treated as primary. **Next** only requires at least one number in the pool, but the primary field is still the main way to set that for typical setups.

## Number Pool

* Short explanation in UI: performance-weighted rotation, sticky retries, spam-flagged numbers skipped.
* Chips show a readable label and full number, provider when known, a **primary** badge, and **×** to remove.
* Add control: search field with placeholder *“+ Add another number to pool…”*; already-added numbers are hidden from results; when nothing matches, *“No more numbers found”*.
* **Prefer country-matched numbers for each contact** — plain checkbox, only when **two or more** numbers are in the pool. Suffix in UI: *(falls back to timezone match, then full pool)*.
* Blue info callout (only with **2+** numbers): explains weighted random first pick, that the primary is **not** dialed first by default, sticky behavior on retries.

### “How the number pool works” (disclosure)

The step includes an expandable **How the number pool works** section whose headings match the product copy:

1. **Pick per attempt.** (Fallback to primary if pool empty.)
2. **First call = weighted random, not round-robin.**
3. **Sticky contacts.**
4. **Performance-weighted rotation.**
5. **Country & timezone filtering** (with **Prefer country-matched**).
6. **Spam & compliance skips.**
7. **Capacity-aware parallelism.**
8. **Exhaustion & reset.**
9. **Mixed providers.**

## Pool capacity

Rendered when capacity data returns with at least one connection row:

* Title: **Pool capacity**
* Subtitle: *“Max concurrent calls this campaign can run right now, summed across the pool.”*
* Right side: large number or *“Unlimited”*, label *“CONCURRENT CALLS”* (uppercase styling in UI).
* Per connection: name and provider; a line like *N numbers in this pool* with usage against the limit; a **free** column (shows **∞** when that connection is unlimited).
* Loading: *“Calculating pool capacity…”*; failure: *“Unable to load telephony capacity”*.
* If tenant cap is lower than raw pool ceiling, an amber note explains the effective ceiling.

**Pool capacity** refreshes as you add or remove numbers in the pool (with a short delay so it does not flash on every keystroke).

![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:** Build a two-number pool, open the disclosure, scroll **Pool capacity**, and toggle **Call Recording** off and on before clicking **Next**.

## What blocks Next

**Next** stays disabled until at least one number appears in the pool. Picking a primary adds that number automatically, which satisfies the requirement.

## Call Recording

* Label: **Call recording**
* **Toggle** for enabling recording; your choice is saved with the campaign so all calls in this campaign use the same setting.

**Next: Audience**

Attach contacts via CSV, IDs, or a segment, then map fields and variables.

* [Continue: Step 3 (Audience)](https://help.callaro.ai/campaigns/wizard-step-3-audience.md)
* [Assigning phone numbers to a campaign](https://help.callaro.ai/campaigns/assigning-phone-numbers.md)
* [Troubleshoot: not dialing](https://help.callaro.ai/campaigns/wizard-troubleshooting-not-dialing.md)

## Additional resources

* [Assigning phone numbers to a campaign](https://help.callaro.ai/campaigns/assigning-phone-numbers.md)
* [Number rotation (why it matters)](https://help.callaro.ai/phone-numbers/number-rotation.md)
* [Spam-flagged numbers playbook](https://help.callaro.ai/phone-numbers/spam-flagged-numbers.md)


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