# Create an outbound campaign

An outbound campaign automatically calls a list of contacts using your AI agent. You configure all campaign settings in one place, then activate it to start dialing.

### Before you start

You need the following before creating a campaign:

* An agent configured for outbound calls. See [**Create an agent**](https://docs.agentalk.io/ai-agents/create-an-agent).
* A phone number connected to that agent. See [**Configure and test your phone number**](https://docs.agentalk.io/phone-numbers/configure-and-test-your-phone-number).
* A contact list with at least one contact. See [**Manage contacts**](https://docs.agentalk.io/contacts/manage-contacts).

{% hint style="warning" %} <mark style="color:$warning;">**Verify your time zone**</mark>

Agentalk uses your organization's time zone for all campaign scheduling, not your browser's time zone. See [**Manage your organization**](https://docs.agentalk.io/settings-and-administration/manage-your-organization).
{% endhint %}

Follow these steps:

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### Create a new campaign

Create a new campaign to start configuring your outbound workflow.

1. Go to **Campaigns** in the left navigation.
2. Click **+ New campaign**.

<figure><img src="https://285863927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fm98jxZrUSvigV0UIuC7m%2Fuploads%2Fqv8cw6VN2z22CjuyYfLa%2F30-03-2026_22-21-45.gif?alt=media&#x26;token=72705b1c-5712-4975-86e0-fd41c3c6bbf5" alt=""><figcaption></figcaption></figure>
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### Set basic campaign information

Define the core setup of your campaign.

1. Enter a campaign name. Use a descriptive name so you can easily identify the campaign later.
2. In the **Agent** field, select your outbound agent. Only agents with an assigned phone number will appear.
3. In **Outbound phone numbers**, select the number to use for this campaign. You can select a specific number or use automatic rotation if multiple numbers are available.
4. Click **Next** >.

<figure><img src="https://285863927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fm98jxZrUSvigV0UIuC7m%2Fuploads%2FIe909PK0IOgyVKj813jj%2F30-03-2026_22-23-41.gif?alt=media&#x26;token=083d02ab-23c0-498d-8019-ec00242065b5" alt=""><figcaption></figcaption></figure>
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### Configure schedule

Define when the campaign runs.

1. (Optional) Set a start and end date to control how long the campaign runs.
2. Set the start time and end time for each selected day. Operating hours follow your organization's time zone.

   If you leave the start and end dates empty, the campaign runs continuously within the operating hours you define.
3. Select the active days for the campaign.
4. Click **Next >**.

<figure><img src="https://285863927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fm98jxZrUSvigV0UIuC7m%2Fuploads%2FBlkKYlYRhIScKaJZW9jq%2F30-03-2026_22-27-33.gif?alt=media&#x26;token=3cb40b4e-ee0a-4375-834f-d15de80663d5" alt=""><figcaption></figcaption></figure>
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### Configure dialing settings

Control how calls are placed and retried.

1. Set the maximum number of concurrent calls.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><mark style="color:$info;"><strong>Recommended concurrency settings</strong></mark></p><p>Start with 4 to 5 concurrent calls per supervisor as a baseline, then adjust based on your team's capacity.</p></div>
2. Set **Attempts per lead**.
3. Set the **Retry interval** in minutes.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><mark style="color:$info;"><strong>How retry settings work</strong></mark><br>For example, 3 attempts with a 30-minute interval means the agent retries up to three times, waiting 30 minutes between each attempt.</p></div>
4. (Optional) In the **Lead Qualification Prompt** field, **e**nter **Guidelines for lead refinement**.
5. Click **Next >**.

<figure><img src="https://285863927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fm98jxZrUSvigV0UIuC7m%2Fuploads%2FqySjuXVoFEqiaiFqsW6L%2F30-03-2026_22-30-16.gif?alt=media&#x26;token=bf8238f9-99d1-4919-846e-6ebe9af41071" alt=""><figcaption></figcaption></figure>
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### Select contacts

Choose which contacts will be included in the campaign.

1. Click **Select contacts** and choose your audience. You can select all contacts, filter by tag or custom field, or select contacts manually.
2. Click **Next >**.

<figure><img src="https://285863927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fm98jxZrUSvigV0UIuC7m%2Fuploads%2FNCV8PvyHkkzY7nkbDgoT%2F30-03-2026_22-31-36.gif?alt=media&#x26;token=5474f34f-e881-4d65-9960-1e5f54e13399" alt=""><figcaption></figcaption></figure>
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### Review and activate

Verify your configuration and start the campaign.

Review the campaign summary, including:

* Agent
* Schedule
* Time zone
* Contact count
* Retry settings

Confirm everything is correct, and click **New Campaign**.

Then click **Activate**, and **t**he campaign starts immediately within the configured operating hours.

<figure><img src="https://285863927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fm98jxZrUSvigV0UIuC7m%2Fuploads%2FEh3IlpwyTKKMGBI6q7DM%2F30-03-2026_22-34-14.gif?alt=media&#x26;token=6ccb1535-ee52-4887-af4b-11954867c2e3" alt=""><figcaption></figcaption></figure>
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### Next steps

Here are the recommended next steps after completing this guide:

* [**Manage leads and priorities**](https://docs.agentalk.io/campaigns/manage-leads-and-priorities): Monitor call results and adjust priorities during the campaign.
* [**Monitor live calls**](https://docs.agentalk.io/monitoring-and-analytics/monitor-live-calls): Watch active calls in real time and step in when needed.
