Configure campaign details

Campaign Details selects the agent and the dialling behaviour for the recipient list. Concurrency controls how many calls can run at the same time.

Navigation pathCampaign wizard → Campaign Details

PrerequisitesAn agent configured for the intended campaign and sufficient workspace capacity.

Usage steps

Enter a recognisable Campaign Name and an optional Description explaining the goal or audience.
Choose Batch Concurrency within the range offered by the workspace. Start with a value appropriate for your operational capacity.
Select the AI Agent and confirm it is the tested agent you intend to use.
Review IVR and Call Screening if the campaign needs those handling options.
Review Double Dial. The interface describes this as an immediate second attempt when the first call is unanswered.
Select Next to configure the calling window and expiry.

Configure campaign details — Figure 28. Campaign Details combines the name, concurrency, agent and optional dialling behaviours.

Expected result. The campaign has an identified agent and dialling configuration.

Practical notes and troubleshooting. Use the limits shown in your current workspace. Do not assume another workspace has the same concurrency allowance.

Set campaign timing and business hoursScheduling defines when the campaign may call and when it must expire. Confirm the timezone before reviewing clock times.Prepare and import campaign recipientsA campaign calls a defined recipient list with a selected agent. Start with a clean CSV so phone numbers and personalisation values map correctly.