Quick Start

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Overview

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Prerequisites

• An active project selected
• At least one Voice Agent created and configured
• At least one outbound phone number configured
• A CSV file with recipient data (at least one valid recipient)

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Quick Start Steps

1. Navigate to Batch Calls
   • Go to the Batch Calls section in your dashboard
   • Or navigate via Dashboard → Batch Calls

2. Create a New Batch Call
   • Click “Create” button
   • Enter a descriptive batch call name (1-100 characters)
   • Select a From Number (outbound phone number)
   • Select a Voice Agent to use for the calls
3. Upload Recipients
   • Upload a CSV file with recipient data
   • Ensure the CSV includes a phoneNumber or phone_number column
   • Review validation results and fix any rejected rows
   • Confirm to add recipients to the batch call
4. Configure Schedule
   • Choose “Send Now” to start immediately, or “Schedule” for a future date/time
   • Set daily start and end times
   • Select allowed days of the week
   • Review and confirm batch call settings
5. Monitor Batch Call
   • Watch the batch call status change from PENDING → RUNNING
   • Track individual recipient call statuses
   • Use pause, resume, or cancel as needed
   • View detailed progress in the batch call dashboard

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Next Steps

• Creating Batch Calls - Learn detailed steps for creating batch calls and uploading recipients
• Managing Batch Calls - Schedule, control, and monitor batch calls
• Recipients & Status - Understand recipient management and call statuses
• Best Practices - Optimize your batch calls for best results

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