Skip to main content
Creating a campaign means putting a bot to work on a list of cases. The wizard walks you through: pick the bot, upload the file, and confirm. It opens with the Create campaign button, at the top right of Campaigns. You don’t need to leave that screen.
Creating a campaign triggers real calls from the chosen bot, within its configured schedule. It isn’t a test action: if you want to experiment, do it with a test bot and a test file.

​
Step 1: pick the bot

The wizard opens with a bot search. Type the name or alias and pick the right one. Only outbound bots appear: the ones that just receive incoming calls don’t run campaigns, so they aren’t on the list.

​
Step 2: name, description and file

With the bot chosen, you fill in: The file has to follow the structure you configured in Campaign Input for that bot: which column carries the phone number, which one the case identifier, which ones the data the bot uses during the conversation.

​
The rest of the fields come pre-filled

The remaining configuration —start date, schedule, dial mode, retries and phone priority— arrives with sensible defaults, so you can create the campaign without touching them:
If you’re not sure what any of those fields mean, they’re explained one by one in Campaigns. It’s worth reviewing them before a large campaign: Retries set to 1 means a single call per phone number.

​
Step 3: file validation

When you continue, the system checks the file before creating anything: that the expected columns are there, that the phone numbers are valid, that there are no duplicates. It takes a few seconds and ends in one of three ways:
The file was uploaded successfully. You’ll see the breakdown of how many cases were loaded, how many were filtered out or had errors, how many were discarded due to rest and how many were validated and ready to handle.
The file was uploaded, but no case is left to handle. Every case fell out through filtering or rest. The campaign would have nobody to call.
The file contains errors. You’ll get the detail of what failed so you can fix it and upload it again.
Only if the validation succeeds does the button to continue become available.
This step hasn’t created anything yet. If the result isn’t what you expected, fix the file and upload it again without having left a half-made campaign behind.

​
Step 4: confirm

Create campaign opens a confirmation before doing anything. Once you accept, the campaign is created and the file finishes processing, which can take a few more seconds. When it’s done, you get a direct link to the detail of the campaign you just created. From there you can also start another one without closing the wizard.

​
After creating it

The campaign already shows up in the list, ongoing, with the number of cases that passed validation. From that moment on it starts working within its schedule. To follow it, pause it or finish it, see Campaigns.
If you need to create campaigns from your own system instead of doing it by hand, the API covers the same flow: Create campaign and Upload cases.