Flows and campaigns
Create and schedule a Dialer campaign
Choose contacts, agent, attempts and calling windows before launch.
Dialer campaigns call a defined audience with a published voice agent. A Standard campaign uses selected contacts or an imported list. An Auto-enroll campaign adds contacts as they match saved rules.
Outbound calling is currently gated in production. You can prepare a campaign, but launch requires account activation, usable credit where billing applies, a verified source number and permitted destinations. Saving a campaign does not authorize calls by itself.
Build the campaign
- Open Dialer → Create new campaign and choose Standard or Auto-enroll.
- Give the campaign a descriptive name. In Contacts, select the audience or import the supported spreadsheet/CSV list. Review phone numbers, preferred language, calling consent and do-not-call fields.
- For Auto-enroll, choose whether all or any conditions must match. Filter on supported contact fields or configured custom fields. Preview the audience before activation.
- In Sequence, select the Voice agent and Campaign language. Use a published agent and review its task, tools and escalation rules.
- Set the attempts and retry rules. The first attempt starts at minute 0; later offsets must increase. Keep retries limited and meaningful for the request.
- Set the fixed Timezone, Calling window and allowed days. Use an IANA timezone such as
America/New_York. - In Numbers, select the source number and Maximum concurrent calls. Account, carrier and runtime limits can lower effective concurrency.
- In Overview → Launch timing, choose immediate or scheduled launch. Check the date/time in the selected timezone.
- Save, then review Review campaign launch before confirming Launch campaign when available.
Watch outcomes
Review contact-level status, attempt count, last outcome, next attempt and blocked reason. A queued contact has not been called. Do-not-call requests and consent changes should stop further outreach rather than being overridden by retry settings.
Pause a campaign while investigating unexpected behavior. For an uncertain carrier operation, check its status before attempting a replacement call. Do not assume every failed result means no call reached the recipient.
For workflows that branch on a call result and send an SMS or wait for a callback, use Deploy Flows. An agent’s conversation flow controls one conversation; a Deploy Flow coordinates work across events and sessions.