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A campaign connects an agent to the people it should call and the rules it should follow. Open Campaign settings in Agent Builder to adjust the selected campaign.

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Find the setting you need

Audience and triggers

Understand how people enter each campaign and configure its trigger.

Calling hours

Set permitted hours and decide which timezone they follow.

After-hours coverage

Decide when the AI should cover calls outside your team’s working hours.

Caller ID

Choose the number people see when the campaign calls.

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Booking and transfer resources

Each setting belongs to the part of the campaign that uses it: An inbound campaign starts when someone calls its number. It has no outbound entry tags or dialing schedule. Confirmation campaigns start from a booked appointment; their rescheduling currently uses the same calendar selected on the trigger. Open Appointment Booking to choose a booking calendar, or Live Transfer to configure a handoff. A campaign type does not prove an ability is installed. The Skills & Tools panel shows the actual inventory. Advanced routing can select different calendars or transfer destinations based on what is known about the lead. Review the existing routing rules before changing the default resource. The campaign’s active switch controls whether it is enabled. Tags, calling hours, caller ID and resource choices all contribute to whether it is ready to call. Review Going live before enabling it. Use Power Dialer for attempt schedules and the queue, follow-up workflows for what happens after a call, and the agent’s script or audio settings for the conversation itself.

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Call results

Edit detection wording on the campaign’s outcome cards. Use Detectors for an additional yes-or-no condition, and Follow-up workflows for what should happen afterward.

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In the API

  • Get campaign reads every setting on this page
  • Update campaign changes the trigger, the calling rules and the installed capabilities; its actionResults reports each block as saved or unchanged