Running Batch Calls
Published:
Overview
This guide explains how to set up and send a batch outbound calling campaign using an AI Voice Agent. Batch calls allow you to upload a list of contacts and have the agent call them automatically, with options to schedule campaigns and configure retry behaviour.
Steps to Run a Batch Call Campaign
- Navigate to the Calls tab in the sidebar and open Batch Calls.
- Select the agent you want to use for the campaign.
- Confirm that the selected agent has a phone number assigned — this is required to send outbound calls.
- Download the CSV template to see the required format for your contact list.
- Prepare your CSV file with all contact numbers and any dynamic variables referenced in the agent’s prompt (e.g., first name, company).
- Upload the CSV file.
- Optionally, schedule the campaign to send at a specific date and time.
- Configure Auto-Retry settings:
- Set the number of retry attempts (e.g., up to 4 attempts)
- Set the intervals between retries (e.g., retry after 3 hours, then 1 day, then 3 days)
- Hover over the information icon (?) on each field for additional detail.
- Launch the campaign.
Key Notes
| Item | Details |
|---|---|
| Phone Number Requirement | The agent must have a phone number assigned before batch calls can be sent |
| CSV Format | Download the template to confirm the correct column structure before uploading your contact list |
| Dynamic Variables | Include columns in the CSV for any dynamic variables used in the agent’s prompt |
| Auto-Retry | Retries are only attempted if the contact did not answer — if the contact picks up or the call reaches a conclusion, no further retries are made |
| Scheduling | Campaigns can be scheduled in advance or sent immediately |
