Assigning Agents to Campaigns

For an agent to make calls in a specific campaign, they must be assigned to that campaign.

Assignment Steps

  1. Go to Campaign ManagementSelect a Campaign.
  2. Click the Agents tab in the campaign menu.
  3. Click Add Agent and select from the available agents list.
  4. Click Save.

Multiple Campaign Assignment

An agent can be assigned to multiple campaigns simultaneously. During a call, the system automatically decides which campaign to pull the next call from based on priority settings.

Removing an Assignment

  1. Go to the campaign → Agents tab.
  2. Click the X icon next to the agent's name.
  3. The change takes effect immediately.

Note: Removing an assignment does not delete the agent's call history for that campaign.