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A campaign pairs an agent with a list of contacts and a calling configuration, so you can place outbound calls at scale instead of one at a time.

Create a campaign

1

Select an agent

Choose the outbound agent the campaign should use.
2

Upload your contact list

Upload a file containing the people you want to call.
3

Map your columns

Map one column to the phone number to dial, and map any other columns to the agent’s variables so each call has the right data.

Calling configuration

A few settings control how the campaign places calls:
SettingDescription
Routing strategyHow outbound caller ID is chosen — single (one number), geographic, random, or round_robin.
Max concurrent callsThe most calls the campaign will have in progress at once.
Call spacingHow long, in seconds, to hold a concurrency slot after starting a call, before starting another.
Daily call limitThe most calls the campaign will place in a day.

Next steps

Setup retries

Control what happens when a call doesn’t succeed.

Setup workflows

Define a multi-day calling sequence per contact.

Setup schedule

Control when the campaign starts and what hours it can call.