> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tryhamsa.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Batch Calls

> Schedule, control, and monitor batch call execution with pause, resume, retry, and cancel actions

## Overview

The Batch Calls list view provides comprehensive management capabilities for all your outbound call batch calls. From here you can create, monitor, and control batch call execution.

## Batch Call List View

The batch calls list displays all batch calls in your project with key information:

### Displayed Information

| Column               | Description                            |
| -------------------- | -------------------------------------- |
| **Batch Call Name**  | Name of the batch call                 |
| **Total Recipients** | Number of recipients in the batch call |
| **Status**           | Current batch call status              |

### List Actions

From the list view, you can:

* **Create** a new batch call
* **Search** batch calls by name
* **Select** an batch call to view details
* **Rename** batch calls
* **Delete** batch calls

## Batch Call Statuses

Batch Calls move through various states:

| Status        | Description                                                                                                  | Actions Available                           |
| ------------- | ------------------------------------------------------------------------------------------------------------ | ------------------------------------------- |
| **SCHEDULED** | Batch call is scheduled to run (Send Now: picked up by worker every minute; Schedule: at selected date/time) | Cancel, Delete, Rename, Reload              |
| **PENDING**   | Batch call is created but not yet started                                                                    | Cancel, Delete, Rename, Reload              |
| **RUNNING**   | Batch call is actively placing calls                                                                         | Pause, Cancel, Delete, Rename, Reload       |
| **PAUSED**    | Batch call execution is temporarily stopped                                                                  | Resume, Cancel, Delete, Rename, Reload      |
| **COMPLETED** | All recipients have been processed                                                                           | Retry (if failures), Delete, Rename, Reload |
| **CANCELLED** | Batch call was manually stopped                                                                              | Retry, Delete, Rename, Reload               |
| **FAILED**    | Batch call encountered a fatal error                                                                         | Retry, Delete, Rename, Reload               |

<Info>
  Batch call statuses are updated in real-time. Refresh the page or use the Reload action to see the latest status.

  **Note:** The API returns `RUNNING` status, but in the dashboard it is displayed as "In Progress". All other status values match between API and dashboard.
</Info>

## Batch Call Actions

### Rename

**Availability:** Always

**Process:**

1. Click the actions menu (⋮) on the batch call
2. Select "Rename"
3. Enter new name (1-100 characters)
4. Save changes

<Note>
  Renaming a batch call doesn't affect its execution or recipients. Only the display name changes.
</Note>

### Reload

**Availability:** Always

**Behavior:**

* Fetches latest data from the server
* Shows a loading indicator
* Displays a success message on completion
* Updates all batch call information

**Use Cases:**

* Refresh batch call status
* Update recipient counts
* Get latest progress information
* Verify current state

### Pause

**Availability:** RUNNING batch calls only

**Process:**

1. Click the actions menu (⋮) on a RUNNING batch call
2. Select "Pause"
3. Confirm in the dialog
4. Batch Call status changes to PAUSED

**Behavior:**

* Stops placing new calls immediately
* Calls in progress continue to completion
* Batch Call can be resumed later
* No data is lost

<Warning>
  Pausing a batch call requires confirmation. In-progress calls will complete before the pause takes effect.
</Warning>

### Resume

**Availability:** PAUSED batch calls only

**Process:**

1. Click the actions menu (⋮) on a PAUSED batch call
2. Select "Resume"
3. Confirm in the dialog
4. Batch Call status changes to RUNNING

**Behavior:**

* Batch Call continues from where it paused
* Remaining recipients are processed
* Respects time range constraints
* Uses available concurrency capacity

### Retry

**Availability:** FAILED, CANCELLED, or COMPLETED batch calls (with failures)

**Process:**

1. Click the actions menu (⋮) on eligible batch call
2. Select "Retry"
3. Confirm in the dialog
4. Batch Call status changes to SCHEDULED (worker picks up within a minute), then RUNNING

**Behavior:**

* Uses the same batch call ID
* Retries only FAILED and NO\_ANSWER recipients
* Completed recipients are skipped
* Batch Call restarts with remaining recipients

<Info>
  Retry only attempts calls for recipients that failed or didn't answer. Successfully completed calls are not retried.
</Info>

### Cancel

**Availability:** SCHEDULED, PENDING, RUNNING, or PAUSED batch calls

**Process:**

1. Click the actions menu (⋮) on eligible batch call
2. Select "Cancel"
3. Confirm in the dialog
4. Batch Call status changes to CANCELLED

**Behavior:**

* Stops batch call execution permanently
* Cannot be resumed (must use Retry instead)
* In-progress calls complete before cancellation
* Pending calls are not placed

<Warning>
  Cancelling a batch call is permanent. You cannot resume a cancelled batch call, but you can retry it to attempt failed calls again.
</Warning>

### Delete

**Availability:** Always

**Process:**

1. Click the actions menu (⋮) on the batch call
2. Select "Delete"
3. Confirm deletion
4. Batch Call is permanently removed

<Warning>
  Deleting a batch call is permanent and cannot be undone. All batch call data and history will be lost.
</Warning>

## Batch Call Details View

Click any batch call to open the details view with comprehensive information.

### Header Actions

The batch call header includes quick actions:

* **Reload** - Fetch latest data
* **Retry** - Retry failed calls (if available)
* **Delete** - Remove batch call

### Summary Tab

Displays batch call overview:

**Information Shown:**

* Batch Call status
* Total recipients count
* Start time
* Progress (completed vs total)
* Agent name
* From number

**Progress Indicators:**

* Visual progress bar
* Completed count
* Remaining count
* Percentage complete

### Configuration Tab

Shows batch call settings:

**Displayed Settings:**

* Send type (Send Now or Schedule)
* Schedule date & time (if scheduled)
* Timezone
* Time range (start and end times)
* Allowed days of the week
* Reserved concurrency

**Read-Only:**

* Configuration cannot be changed after creation
* View-only for reference

## Search Functionality

### Searching Batch Calls

The search bar allows real-time searching by batch call name:

1. **Enter Search Query**
   * Type in the search bar
   * Search is case-insensitive
   * Searches batch call names only

2. **View Results**
   * Results update as you type
   * Matching batch calls are shown
   * Non-matching batch calls are hidden

3. **Clear Search**
   * Click the X button or clear the search field
   * All batch calls are shown again

**Example Searches:**

```
"Q1 2024" → Finds batch calls with "Q1 2024" in name
"follow-up" → Finds all follow-up batch calls
"test" → Finds all test batch calls
```

## Concurrency Management

### How Concurrency Works

**Automatic Management:**

* Concurrency limits are defined by your subscription plan
* Users do not see or manage live availability
* Batch calls are SCHEDULED to run; the worker fetches them every minute, then they start (RUNNING)
* Calls are queued and executed as capacity becomes available

**Example Scenario:**

```
Plan allows 2 concurrent calls:
- Only 1 is available at batch call start
- Batch Call starts immediately with 1 call
- Second call starts automatically when capacity frees up
- Remaining calls queue and execute as capacity becomes available
```

**Key Points:**

* Batch Calls never fail due to concurrency limits
* Batch Calls never pause due to concurrency limits
* All calls eventually execute
* Execution may be gradual under high load

<Info>
  You don't need to check or manage concurrency. The system handles it automatically based on your subscription plan limits.
</Info>

## Scheduling Management

### Scheduled Batch Calls

**SCHEDULED Status:**

* **Send Now:** Batch call is created with SCHEDULED status; the queue and worker fetch batch calls every minute, then it transitions to RUNNING
* **Schedule:** Batch call is scheduled for a future date/time; the worker fetches every minute and picks it up when the scheduled time arrives, then it transitions to RUNNING
* Shown in list with SCHEDULED status until picked up
* Cannot be paused (not running yet)
* Can be cancelled before start

**Automatic Start:**

* The queue and worker fetch batch calls every minute
* When a batch call is due to run (Send Now: immediately; Schedule: at scheduled time), the worker picks it up and status changes from SCHEDULED to RUNNING
* No manual intervention required

### Time Range Constraints

**Deferred Calls:**

* Calls outside time range are deferred
* Not skipped or lost
* Execute when next valid time window arrives
* Batch Call continues running

**Example:**

```
Time Range: 9 AM - 6 PM, Monday-Friday
Batch Call starts Friday at 5:30 PM with 100 recipients

Result:
- First 10 calls placed immediately (within range)
- Remaining 90 calls deferred to Monday 9 AM
- Batch Call status remains RUNNING
- All calls eventually execute
```

## Troubleshooting

### Batch Call Stuck in SCHEDULED

**Possible Causes:**

* Worker runs every minute—batch call may not be picked up yet
* Scheduled time hasn't arrived yet (for Schedule type)
* System clock issue
* Timezone mismatch

**Solutions:**

* Wait up to a minute for Send Now; worker fetches batch calls every minute
* Verify scheduled time and timezone for Schedule type
* Check current system time
* Cancel and recreate if needed

### Batch Call Not Progressing

**Possible Causes:**

* All calls are deferred (outside time range)
* Concurrency limits reached
* Network or system issues

**Solutions:**

* Check time range settings
* Verify concurrency capacity
* Use Reload to refresh status
* Check for system notifications

### Cannot Perform Action

**Possible Causes:**

* Action not available for current status
* Batch Call in terminal state
* Permission issues

**Solutions:**

* Check batch call status
* Verify action availability
* Review action requirements
* Contact support if persistent

## Next Steps

* **[Recipients & Status](./recipients-status)** - Understand recipient management and call statuses
* **[Creating Batch Calls](./creating-batch-calls)** - Learn how to create batch calls
* **[Best Practices](./best-practices)** - Optimize your batch call management

## Related Documentation

<CardGroup cols={2}>
  <Card title="Creating Batch Calls" href="./creating-batch-calls">
    Learn how to create batch calls
  </Card>

  <Card title="Recipients & Status" href="./recipients-status">
    Manage recipients and track call statuses
  </Card>

  <Card title="Best Practices" href="./best-practices">
    Optimize batch call management
  </Card>
</CardGroup>
