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Preview Campaign (Manual)

Preview (manual) dialling allows operators to dial calls manually by loading a campaign record. The agent can view the contact form and then dial the call directly from the form. When the call ends, the agent can select a call status and close the form manually.

Create a New Preview Campaign Queue/Edit a Preview Campaign Queue

Go to Manage → Queues

To create a new queue from scratch, click Add new and select Preview (manual) campaign. 

To use an existing queue as a template for your new one, click Clone in the Actions column.

To edit an existing queue, click its title.

The queue details will open.

Each user can only have Automatic or Fixed login to max. 1 outgoing queue (including campaign queues).

To clone an outgoing queue up to version 6.19.x, it is necessary to change these login methods to Manual before cloning.

From version 6.20, when you clone an outgoing queue with users that have these login types, they will be set to Manual automatically in the newly created queue.

Preview Campaign Details

Fill out the Unique queue number, Title and Description (optional), then set up your queue.

Queue Field Details

Queue Field Details

Open more settings using the Extended button in the top right corner.



Advanced settings

Allow description

Turn on to activate the description field as part of the activity created using this queue. Agents can enter a description of the activity.

Time without activity

Select the amount of time after which the Lazy pause will automatically be set if an agent logged into this queue has no open activities.

Form load time

For Preview (manual) campaigns, this setting specifies the maximum time for the agent to load and read the form. The Lazy pause will be set automatically when this time runs out.
For Progressive campaigns, it specifies the time for the agent to read and study the form before the system dials the call automatically.

Form save time

Select the time agents have to fill out and save the activity form after the interaction with the customer ends. The "Lazy" pause will automatically be set after this time runs out.

Outbound number

Enter the numbers that are presented to the called party for calls from this queue. If you want to use multiple numbers, separate them with a comma. The numbers are then selected randomly for each call. Leave empty to use default numbers.
Hierarchy of Outbound number settings (lowest to highest): SIP Trunk → User → Queue → Caller IDs.

Multiple statuses

Allow or disallow users to set multiple statuses for activities using this queue.

Idle activity notification

Select the time when the toast notification for a long-standing activity will be displayed.


Show monitoring notification to agent

An icon is placed in the call activity showing that call monitoring is active for the specific agent.

Play monitoring audio notification in call

A recording played in the call which notifies the agent about monitoring start and stop. Select your recordings in the fields below.

Recording at monitoring start

Select a recording that will be played when call monitoring is started.

Recording at monitoring stop

Select a recording that will be played when call monitoring is ended.


When to record calls

Select if and when calls using this queue should be recorded. Note that these settings can be defined on user and queue level and if they are set differently, the earlier recording option prevails.

Do not record: Calls are not recorded. Note that if this setting is used in the user or queue and the other (user or queue) is set to record calls, the call will be recorded anyway.

Record from call start: Call recording starts from the moment the call first reaches the user or queue (depending on where you are setting up from), which usually includes the ring tone and early media sounds.

Record after call is bridged: Call recording starts when the call parties are connected. This usually eliminates useless time in recordings such as ringing and early media.

Record after call is bridged including call transfer: Call recording will continue even if the call is transferred to another agent or an external number.

Who to record

Select if you want the the recording to contain:

  • only what the contact centre agent says

  • only what the customer says

  • both sides of the call
    Note that these settings can be defined on user and queue. If the parameters are defined differently for the user and the queue, the queue settings will be used.

Allow call recording interruption

Select if the user or users calling via this queue can pause and resume call recording. Note that if this setting is different in the user or the queue, if one of these is set to "Yes", then recording can be interrupted.

Recording retention

Select how many days to keep recordings of calls made using this queue. The value can't be more than the Maximum recording retention value which is set globally for the entire contact centre.
Leave empty or set to 0 to use the Maximum queue recording retention value.

Notification when recording is started

Select notification sound when recording is started

Notification when recording is stopped

Select notification sound when recording is stopped


Select records

Turn on to allow agents to manually pick and call any campaign records that meet the relevant conditions.

Required login

Turn on to require agents to be logged in to the queue to load its records.

Skip records

Turn on to allow agents to manually pick and call any campaign records that meet the relevant conditions.

Change user

Turn on to allow agents to reschedule records to another agent.

Record order

Select the type of sorting logic used to choose the next record.

Contact timeout

Rescheduled call distribution. When agents are busy, calls will be rescheduled for later. Do you want them to go to the same agent? This can be useful for your service quality. Set the time after which calls will be redistributed to other agents.

Next targets

Target if answered

Select where the call will be routed after an answered call is ended by the agent.

Macro links (Extended)

Links (Extended)

Set up an external URL, e.g. a customer card, that can be opened when using this queue.
Name: enter the button label that appears when multiple addresses are set up.
URL: Enter an external URL address. You can use wildcards that will automatically be replaced with current values (all activity properties are available, e.g. {{user.title}} is the title of the user assigned to the activity).
Open: enable to automatically open the external URL when an agent accepts an activity using this queue.
Unique: when an agent has multiple activities in this queue open at the same time, enable to open each external URL in a separate new window. Disable to open in the same window.
Popup: enable to open the external URL in a popup window instead of a new tab. Set up the width and height of the popup window.

Macro transport (Extended)

Transports (Extended)

Set up predefined activity transfers and invites for agents using this queue.
Title: enter the name that will be displayed in the transfer/invite dropdown menu.
Destination: enter the phone number or queue or user number that you want to transfer to/invite.
Transfer and Invite: turn on the option you want to use or both.



Select a category that will automatically be assigned to tickets created in activities using this queue.

Save your queue.

To make your queue work correctly:

For instructions for agents using Preview campaigns, see Preview campaign.


Don't forget to set up:

  • which Agents can use the queue.

  • the queue's relations.

  • the queue's widget scheme.

See Queues for instructions.

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