Need

You need to set up a new campaign to efficiently manage calls and assign agents to handle them based on the type of dialing required.

Context / Scenarios

• You need a campaign to manage contacts with different time settings and dialing types.
• You are looking to optimize agent assignment and enable data editing based on team needs.

Answer (Solution/Recommendation)

1. Start creating the campaign:
   • Click the “Add New Campaign” button .
   • A new window will appear with three tabs to configure the campaign.
2. Configure the general aspects of the campaign:
   • In the “Campaign” tab , define the basic parameters:
     • Campaign Name: Enter a descriptive and unique name.
     • Description: Add a brief description of the campaign.
     • Start Time: Enter the time in HH:MM:SS format (example: 08:00:00).
     • End Time: Specifies the time in HH:MM:SS format (example: 18:00:00).
     • Agent Group: Select the team that will manage the campaign calls.
3. Select the type of campaign:
   • Choose between the dialing types:
     • Predictive: Automated calls based on optimization algorithms.
     • Progressive: Automated calls, but less aggressive.
     • Preview: Manual calls with data preview.
   • Note: The predictive and progressive types share similar settings, while the preview type has specific settings.
4. Enable agent editing (optional):
   • Enable the “Edit content by agent” option if you want to allow agents to update database information during the call.
   • This option is available for progressive and preview campaign types .
5. Edit or adjust the campaign as needed:
   • You can change the dialing type between predictive/progressive and preview if required after creation.

With these steps, your campaign will be set up and ready to run based on your team's needs.