---
title: Process Configuration
slug: contact-center/process-configuration
docTags: 
createdAt: 2025-11-03T18:02:30.593Z
---

# Overview

This tab is used for creating, managing, and deleting campaigns under a [Key Entities](docId\:D6nngdIlc1Az5zSZInnqk). It includes the following sections and tabs to facilitate these functions.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/AyOS1Ja-BuXREKyB0C0sg-20260729-060034.png "Figure: Process Tab")

The User Interface of this tab varies based on the campaign type selected in the left-side menu. It can be divided into several parts:

- **Left Navigation Section:**
  This fixed left sidebar allows browsing through various processes and campaigns. If the sidebar is hidden, click the icon to open it; if visible, click "X" to close it. The pane includes a "Create New Campaign" button to start new campaigns and a search box to find specific processes or campaigns.
- **Tabs:**
  By default, these tabs appear when you first visit the page, though their visibility and settings depend on the selected campaign type\:Details of these tabs are covered in the Campaign Settings documentation.
  - Settings
  - Routing
  - Users
  - Call Context
  - Default Working
  - Queues
  - Canned Message
  - Holiday/Office Hours
  - Customers
  - Local IVR
  - Custom Fields
  - State
  - Rule
  - Media Profile
  - Customer Card
  - QA Parameters
  - Prompt

**Operations:**
Operations here are categorized as:

:::Paragraph{listStyleType="decimal" indent="2"}
**Process Management:**
Click any process name in the left navigation to configure its settings. If no campaign exists, Process Settings won't appear; create a campaign first before accessing these settings.
:::

:::Paragraph{listStyleType="decimal" listStart="2" indent="2"}
**Campaign Management:**
The administrator can create, edit, and delete campaigns, which are essential for setting up the Contact Center.&#x20;
:::

- [ ] Create Campaign,&#x20;
- [ ] Process Tab Interface for Different Campaigns,&#x20;
- [ ] Delete a Campaign

This organizes campaign creation and management effectively with process-specific configuration and operational tools.

# Process Settings

You can click a process name in the left navigation bar to view the settings of this process.

The Settings of a Process contains the following tabs. Click the links to know more about them.

1. **Chat Theme**
2. **Custom Fields**
3. **Customer Distribution Rules**
4. **PACE State**
5. **PACE Rule**
6. **Customer Card**
