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Set Up Your First Campaign

This quickstart shows how to launch a simple outbound campaign:
  • You’ll call a small CSV list (2 contacts) with your outbound agent.
  • Each contact will receive one phone call.
  • Calls go out during normal business hours in Pacific Time.
  • You’ll see where to assign numbers, import contacts, and start the campaign.
This guide assumes you’ve already created an outbound agent using
Create Your First Outbound Agent.

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What You’ll Do

  • Prepare a 2-contact CSV file for testing
  • Create a new campaign in the Campaigns wizard
  • Configure a simple contact window (weekdays, business hours)
  • Build a single phone step using your outbound agent
  • Assign a caller number and import the CSV contacts
  • Start the campaign and see where to monitor results
For a deeper explanation of campaign concepts and all options, see the
Campaigns Feature Guide.

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Video walkthrough: Set up your first campaign

Before running production outbound volume, please complete our business registration form and include the phone numbers you plan to use: We use this information to provision your outbound calling setup with our telephony partners and make sure your current and future numbers are configured for the best deliverability.

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2. Don’t overload a single number

As a general guideline, we recommend no more than ~100 calls per day per number. If you need more volume, add additional numbers and distribute traffic across them.

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3. Want help setting this up?

If you’d like guidance on campaign setup, deliverability, or dialing strategy, you can schedule time with our team:

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1. Prepare a tiny CSV file

Create a CSV file on your computer called first-campaign-test.csv with 2 contacts. It needs at least these columns:
  • to_number — the phone number the campaign will call
  • first_name — used as {first_name} in your agent prompt and messages
Example CSV content: 
to_number,first_name
+15551230001,Alice
+15551230002,Bob
You can adjust the numbers to your own test phones if needed. The important part is to have:
  • A column with phone numbers
  • A column with first names

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2. Create a new campaign

  1. In the left sidebar, go to Campaigns.
  2. Click New Campaign.
  3. In the Create campaign dialog:
    • Enter a Campaign name, for example: Test – First Outbound Campaign.
    • (Optional) Add a Campaign description, such as 2-contact test with Outbound Demo Assistant.
  4. Click Create.
You’ll enter the campaign wizard, where you’ll configure:
  • Contact window
  • Outreach flow (steps)
  • Numbers and exit settings
  • Contacts (CSV or CRM)
  • Start and monitoring
You can keep the campaign in Draft until you’re ready to start it.

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3. Set a simple contact window

In the wizard, go to the Contact window section.
  1. Under Weekly Contact Window:
    • Select weekdays only (e.g., Monday–Friday).
    • Set a time range such as 9:00 AM – 5:00 PM.
  2. Under Timezone:
    • Set the primary timezone to Pacific Time (or your business timezone).
    • Leave fallback behavior at the default for this simple test.
  3. Leave Date Overrides empty for this quickstart (no blackout dates).
This ensures calls from this campaign only happen during normal business hours.

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4. Build a simple outreach flow

Next, open the Build your outreach flow step.
  1. For Step 1:
    • Make sure the step type is Phone call.
    • Choose your outbound agent from the Agent dropdown (for example, Outbound Demo Assistant).
  2. Under When to place call:
    • Select At the earliest eligible time.
  3. For this first campaign, do not add additional steps:
    • Keep it as a single phone call per contact.
You now have a one-step call flow: each contact gets one outbound call during the allowed window.

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5. Assign a caller number

Go to Configure your settings.
  1. Under Outbound Configurations (or the phone call settings area):
    • Choose Select from numbers.
    • Pick one number you want this campaign to use as the caller ID.
You can change this later or add more numbers as your usage grows.

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6. Import contacts from CSV

In the wizard, go to Add your contacts.
  1. Choose Upload CSV.
  2. Select the first-campaign-test.csv file you created.
  3. On the upload screen:
    • Confirm that Data has headers is checked.
  4. In the mapping step:
    • Map to_number to the phone / destination number field.
    • Map first_name to the first_name context field (or equivalent).
  5. Click Import.
You should see that 2 contacts have been added to the campaign. Mapped fields (like first_name) will be available to your outbound agent, so it can greet contacts (e.g., “Hi Alice”).

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7. Start the campaign

When your contact window, outreach flow, numbers, and contacts all look good:
  1. Go to the campaign’s Overview page.
  2. Review the key details:
    • Name and description
    • Contact window
    • One phone step using your outbound agent
    • Assigned number
    • 2 contacts imported
  3. Click Start (or Schedule Start if you prefer to start later).
Once started:
  • The status will change from Draft to Active.
  • The system will begin placing calls to the contacts, respecting:
    • The contact window, and
    • Your scheduling setting (earliest eligible time).

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8. Monitor and pause

After starting the campaign:
  • On the Overview page you’ll see high-level stats (for example: queued, active, exited).
  • You can Pause the campaign at any time to stop new calls going out.
To inspect individual calls:
  1. Go to Calls or Call history in the sidebar.
  2. Filter by campaign, date range, and status.
  3. Click into a call to:
    • See the outcome,
    • Listen to the recording (if enabled),
    • View any post-call analysis or actions.

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Where to go next

Now that you’ve launched a simple test campaign: As you gain confidence, you can:
  • Increase CSV list size
  • Add more steps (second call, SMS/email follow-up)
  • Build richer campaigns that automate your outbound workflows