Run a Queue Campaign

End-to-end walkthrough — build a list, configure settings, work through contacts, and review results.

This guide walks you through running a complete calling campaign using the queue system, from list creation to reviewing your results.

Step 1: Prepare your contact list

Queues are built from opportunity record lists in the CRM. Before starting:

1. Navigate to Opportunities in the CRM
2. Filter or create a view with the contacts you want to call
3. Make sure each contact has a phone number on file

Step 2: Configure the dialer

Open the dialer (Cmd+D / Ctrl+D) and configure the home screen:

1. Select your list

   Use the Select a list dropdown to choose the opportunity list you prepared.

2. Choose a caller ID

   Select the number you want to display from the Call from dropdown. Enable Prefer local presence if you have multiple area codes provisioned.

3. Set your calling mode

   Single for one-at-a-time calling. Parallel to dial multiple contacts simultaneously. Start with Single if this is your first campaign.

4. Set your assist mode

   Choose AI coaching for real-time suggestions, Script mode to follow a guided script, or leave it off.

5. Launch

   Click Open fullscreen workspace to start the session.

Step 3: Work through contacts

The fullscreen workspace shows:

• Left sidebar: queue panel with current contact, next contact preview, progress bar, and controls
• Main area: tabbed workspace (Coaching, Analytics, People, Settings)

For each contact:

1. The system dials automatically (if auto-advance is on) or waits for you to click Call
2. The contact’s info appears: name, company, phone, timezone, last note, attempt count
3. During the call, use the coaching panel or script for guidance
4. When the call ends, log an outcome (Connected, No Answer, Voicemail, Busy, etc.)
5. The system advances to the next contact after the configured delay

Managing the queue

Action	How
Pause	Press Space or click Pause — stops auto-advance, current call continues
Resume	Press Space or click Resume
Skip	Press S — opens skip reason modal, then advances
End early	Press E — stops the queue and shows the summary

Step 4: Adjust settings mid-campaign

Click the gear icon in the queue panel to open the settings modal. You can change:

• Auto-advance on/off and delay
• Skip no-answer behavior
• Max attempts per contact
• Call timeout
• Voicemail skip settings
• Switch to parallel dialing

Changes take effect immediately for the next call.

Step 5: Review results

When the queue completes (or you end it), the analytics section shows:

Metric	What it tells you
Answer rate	What percentage of contacts picked up
Average call duration	How long your connected calls lasted
Calls per hour	Your throughput
Outcome breakdown	Bar chart showing connected vs no-answer vs voicemail etc.

Export your results

Click Export CSV in the session summary to download a spreadsheet with:

• Contact name, phone, company
• Outcome for each contact
• Call duration
• Notes

Tips for effective campaigns

Tip	Why
Call during business hours in the contact’s timezone	The queue engine’s priority scoring already factors in call hour proximity, but starting your session during peak hours helps
Use local presence	Answer rates improve significantly when the caller ID matches the recipient’s area code
Log outcomes accurately	The retry system uses outcomes to decide whether to re-attempt a contact. Logging “connected” when you got voicemail breaks the retry logic.
Take notes during calls	Use the Quick Actions note button — notes are saved to the contact record and visible on the next attempt
Review analytics between sessions	Check your answer rate trend. If it’s dropping, try different times or enable parallel dialing to increase throughput.

Next steps

• Queue Management — deep dive on queue settings and priority scoring
• Use Parallel Dialing — speed up your campaign with parallel mode
• AI Coaching — get real-time help during calls