Before you start
- You need a campaign already created.
- You need at least one user with the agent role.
Steps
1
Open the campaign
In the left navigation, select Campaigns, then select the campaign.
2
Assign an agent
In Assign an agent, choose an agent from the list and select Assign.
3
Repeat for each agent
Repeat for every agent taking this campaign’s calls.
This assigns the agent to the queue this campaign connects calls through — the same
mechanism as queue membership, shown here as a
campaign-scoped view for convenience. Removing an agent from one removes them from the
other.
Verify
The agent appears in the campaign’s assigned-agents list. Once they
go available, the pacer counts them when deciding how many calls to
place.
Common problems
- No agents show up as assignable. Every user with the agent role is already assigned, or no agent-role users exist yet — see Invite users.
- Calls connect but nothing bridges to the agent. Confirm the agent is actually Available, not only assigned — assignment alone doesn’t mean they’re taking calls right now.