Campaign Wizard Walkthrough (Storyboard)
Goal
Help a first-time operator complete the 6-step Campaign Wizard confidently, understand what matters, and know what “healthy” looks like before scaling.Output requirements
- Duration: 90–120 seconds
- Format: captions-only (no voiceover)
- Viewport: 1440x900, Chrome, light theme
- Tenant: “Acme Realty”
- Redaction: blur phone numbers, lead names, CRM notes, and any real emails
- Style: fast, calm, operator-grade; show only what matters
Chapter outline (timestamps)
0:00–0:08 — Why this wizard exists
- Show Campaigns list.
- Click Create Campaign.
- Caption: “A great campaign is consistent: audience + agent + numbers + windows + outcomes.”
0:08–0:22 — Step 1: Basics
- Pick a template (optional) briefly.
- Enter a strong campaign name.
- Select an agent.
- Caption: “Name it like you’ll debug it later. Agent controls script + tools + voice.”
0:22–0:42 — Step 2: Telephony
- Select Primary From Number.
- Add 2 additional numbers to pool.
- Show “Prefer country-matched” toggle.
- Scroll to Pool capacity breakdown and pause 1 second.
- Caption: “Pool rotation is weighted + sticky. Capacity limits safe speed.”
0:42–1:05 — Step 3: Audience
- Choose Upload CSV.
- Upload a demo CSV.
- Show 2–3 mapping rows (Store as + Agent variable).
- Trigger one duplicate mapping warning and fix it.
- Caption: “Mapping is a contract. Duplicate targets = silent loss.”
1:05–1:23 — Step 4: Schedule
- Switch to Scheduled, set a time.
- Set timezone (keep contact-local logic).
- Enable call windows and use Copy to all.
- Turn off full pool capacity and set a custom concurrency limit.
- Caption: “Windows + timezone block/allow dialing. Pace safely for pilots.”
1:23–1:45 — Step 5: Outcomes
- Configure retries and voicemail behavior.
- Enable A/B testing with 2 variants and show weights sum to 100.
- Add one goal (Answer Rate).
- Caption: “Retries amplify list quality. A/B should change one thing at a time.”
1:45–2:00 — Step 6: Review and next actions
- Show Review summary table.
- Caption: “If it doesn’t tell one clear story, fix it before launch.”
- Click to create/save.
- End card captions: “Run the Launch Checklist. Watch the first 10–20 calls.”
Screens to capture (minimum)
- Create Campaign entry + stepper
- Each step screen with a “healthy configuration”
- Review summary with full rows visible
CTA end card
- “Next: Run the Campaign Launch Checklist”
- “If it doesn’t dial: Troubleshooting (Not Dialing)”