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On a user level in your system the 2 big parts are the Campaign Manager and the Agent Interface.

Campaign Manager

The campaign manager will basically handle how the campaigns are created, and controlled

Create a Campaign

In order to create a campaign you need to:

  • Determine your initial list of callees to dial (also known as matters or leads)
    • We suggest running large campaigns around 10000 callees
    • Also its best if you create the initial campaign with no callees and then batch add the callees in batches of a 100 to help with HTTP timeouts.
    • Bonus: A huge win for Managers would be easily creating callee lists from the outcomes of previous campaigns.
  • Select initial agents to start the campaign with, and their initial state
    • It is easier to have all agents start in an offline state, and then allow the agents to make themselves available when they are ready
    • Make sure that an agent is not available in 2 running campaigns at the same time. 
  • Set the campaign settings listed in Apiary

Modify a Campaign

Whether a campaign is running or not (as long as it is not deleted) it can be modified on the fly. Anything can be changed:

  • Callees added or removed
  • Agents added or removed
  • Any campaign settings changed

The most important is that the aggression can be modified, as this forms an integral part of changing strategy on a running campaign.
Campaigns also need to be paused and deleted easily. 

Deleting Campaigns

We highly recommend that campaigns be deleted even though it is not needed, since it's one API call, and:

  • Can prevent accidentally having an agent as available in 2 running campaigns at once (which is a time consuming debug exercise for all parties)
  • Helps us keep our DB's clean
  • And keeping old campaigns seems to encourage bad practices in terms of strategy with Managers:
    • campaigns are hardly ever continued or rerun in practice, instead new campaigns are built from uncalled/unsuccessful outcomes from previous campaigns and run, which provides much better results. 
    • We would recommend automatically cleaning off campaigns that have been run at least once and last over a week ago.
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