An outbound campaign, from list to report

The first two wizard steps are short: name, description, campaign variables, then the assistant or squad that takes the call.

Engage → Campaigns → Create → Details · Who answers

Choose between a number and a trunk. You can set a pool of caller ids that rotate. Concurrent calls start at one — raise it slowly, because a dialler that is too fast looks like a dialler that is too fast to the carrier and to the person being called.

Dial through: A number / A SIP trunk · Caller ID pool · Max concurrent calls 1 · Ring for 30 s

The defaults are weekdays between 09:00 and 20:00 in the timezone you pick. There is a panel showing the national rules for the countries on your list, and a switch that lets you ignore them. That switch exists because some teams hold written consent; do not touch it if you do not.

Days · “Not before” 09:00 · “Not after” 20:00 · default timezone UTC

This is where suppression lists go, along with the maximum attempts per contact — three by default — and the budget cap. Require consent and observe holidays are off by default, so turn them on yourself if you work in the EU. There is also a dry-run switch that walks the entire dispatcher and calls nobody.

Max attempts 3 · Exponential backoff · base delay 15 min · dry run

Import takes a CSV and shows a preview with the column mapping and per-row errors before it writes anything. Columns it does not recognise become per-contact variables, available in the prompt as {{variable}}. If no column maps to a phone number, the import stops.

Campaign page → “Import contacts” → CSV + default country + skip suppressed

Start, pause, resume and cancel live on the campaign page. Pause and cancel ask whether to end calls in progress too, with a live count, and let you write the closing line spoken before hangup. Progress shows as five figures; per-contact detail is in the contacts tab, which refreshes every fifteen seconds.

Start · Pause · Resume · Cancel · “Export results”

• The completed counter climbs and the failed counter stays small.
• Contacts that were not called carry one of the 19 named skip reasons, not just a “skipped” state.
• The results export downloads and holds one row per contact.

• National calling rules are shown as information and can be overridden with a switch. The liability stays yours.
• The dispatcher runs every minute and is built so two overlapping runs cannot dial the same contact twice. That was proven with concurrency tests, not with a real campaign at volume.