> ## Documentation Index
> Fetch the complete documentation index at: https://docs.inceptia.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a campaign

> Set up a campaign: pick the bot, upload the case file and confirm

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](/en/operacion/campanas). You don't need to leave that screen.

<Warning>
  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.
</Warning>

***

## 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:

| Field           |                                                                                          |
| --------------- | ---------------------------------------------------------------------------------------- |
| **Name**        | How you'll identify the campaign in the list and in reports.                             |
| **Description** | Free text to give context.                                                               |
| **File**        | The list of cases to work through. **It's required**: you can't move forward without it. |

The file has to follow the structure you configured in [Campaign Input](/en/parser/overview) 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:

|                    | Default        |
| ------------------ | -------------- |
| Start date         | Today          |
| Schedule           | 09:00 to 21:00 |
| Ends at end of day | No             |
| Dial mode          | Horizontal     |
| Retries            | 1              |
| Priority           | 1              |

<Info>
  If you're not sure what any of those fields mean, they're explained one by one in [Campaigns](/en/operacion/campanas#dial-mode-and-priority). It's worth reviewing them before a large campaign: **Retries** set to 1 means a single call per phone number.
</Info>

***

## 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:

<Check>
  **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](/en/operacion/reglas-descanso) and how many were validated and ready to handle.
</Check>

<Warning>
  **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.
</Warning>

<Danger>
  **The file contains errors.** You'll get the detail of what failed so you can fix it and upload it again.
</Danger>

Only if the validation succeeds does the button to continue become available.

<Tip>
  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.
</Tip>

***

## 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](/en/operacion/campanas).

<Info>
  If you need to create campaigns from your own system instead of doing it by hand, the API covers the same flow: [Create campaign](/en/api-reference/campaigns/create) and [Upload cases](/en/api-reference/cases/upload).
</Info>