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Batch Calling

Batch Calling (Campaigns) allow you to trigger large volumes of outbound calls simultaneously to a list of contacts.

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Use Cases

  • Feedback Surveys: Call 1,000 customers after an event.
  • Reminders: Reach out to all patients with appointments tomorrow.
  • Emergency Notifications: Inform a community about an urgent update.

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The Campaign Workflow

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1. Upload Your List (CSV)

Provide a CSV file with at least a phone_number column. You can include extra columns for Variables like name, city, or last_order.

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2. Select Your Agent

Choose the agent that will be making these calls. Ensure the prompt is optimized for the specific campaign goal.

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3. Choose Your “From” Numbers

You can select a single number or a pool of numbers to rotate through to avoid being flagged as spam.

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4. Set Concurrency

Define how many calls should run at once.
  • Example: “Call 10 people at a time.” Your Concurrency Tier in your Pricing Plan determines your maximum possible limit.

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Monitoring a Live Campaign

  • Real-time Stats: Watch as calls move from Pending to Connecting to Completed.
  • Live Feed: Listen to active conversations as they happen (Admin only).
  • Post-Campaign Summary: Download a report with the outcome and AI-summary of every call in the batch.