Before creating a bulk call campaign, you need to set up your phone number and deploy an AI agent.

• Navigate to the Phone Numbers section from your dashboard
• Import a phone number (Eg. - Twilio , Exotel)
• Ensure your agent is properly configured with context, instructions, and integrations
• Attach the agent to your imported phone number
• Test your agent with a single call before running bulk campaigns

Deploy your AI agent with a phone number before creating bulk call campaigns.

Confirmation that your agent is successfully attached to the phone number.

The bulk call creation process is divided into 4 simple steps. Navigate to the Bulk Call section from your dashboard and click 'Create New Campaign' to begin.

Set up your campaign name and choose the phone number with attached agent for making calls.

• Enter a campaign name - use descriptive names for easy tracking (e.g., 'Q4 Product Launch Outreach')
• Select a phone number from the dropdown
• Review the agent details displayed automatically, including integrations and post-call actions
• Verify the agent configuration is correct for your campaign goals
• Click 'Next' to proceed to Step 2

Step 1: Enter campaign name and select phone number with attached agent

Upload your contact list in CSV format and configure call conditions.

• Click 'Upload CSV File' and select your contact list
• The system will automatically detect columns and validate the format
• Review the preview of your uploaded data
• Set optional call conditions to filter which contacts to call
• If missing variables are detected, download the template and add required data

Step 2: Upload CSV file with contact list and configure call conditions

Important guidelines for formatting your CSV file correctly:

• Required column: phone_number (with country code, e.g., 1, 91)
• Optional columns: name, company, reason_for_call, etc.
• Column names should match variables in your agent's context or welcome message
• Additional columns are automatically passed as context to the AI agent
• Maximum file size: 10 MB
• Supported format: .csv files only
• Download the provided template and add the required data columns to ensure optimal agent performance

Configure when to start your campaign and set up advanced features like auto-retry and call rescheduling.

• Choose when to start: 'Start Immediately' or 'Schedule for Later'
• If scheduling, set the date, time, and timezone
• Configure Auto Retry settings for failed calls
• Enable Call Rescheduling to automatically handle callback requests
• Click 'Next' to proceed to Step 4

Step 3: Configure campaign timing and basic settings

Advanced configuration options for auto-retry and call rescheduling.

Configure automatic retry for failed calls to improve campaign success rates.

• Maximum Retry Attempts: Set retry limit (1-6 attempts maximum)
• Retry Schedule Immediately: Retry failed calls right after the main campaign completes
• Retry Schedule Next Day: Automatically retry all failed calls the following day
• Retry Schedule Scheduled Time: Set custom days and hours delay for retry attempts
• Auto retry only triggers after the main campaign completes
• You can edit retry settings even after campaign creation

Automatically handle customer requests to be called back later.

• Enable 'Call Rescheduling' in campaign settings
• AI automatically detects customer requests like 'call me tomorrow' or 'I'm busy right now'
• Automatically schedules follow-up calls based on customer preferences
• Works by analyzing conversation for reschedule requests during the call
• Improves customer experience and conversion rates

Final review of all campaign settings before creation.

• Review all campaign details: name, phone number, and agent configuration
• Check the number of contacts to be called
• Verify scheduling settings (immediate start or scheduled time)
• Confirm auto-retry settings and maximum retry attempts
• Check estimated cost and ensure sufficient account balance
• Click 'Create Campaign' to launch or schedule your bulk call campaign

Step 4: Final review and campaign creation confirmation

Once your campaign is created, you can monitor, control, and analyze its performance.

• Pause Campaign: Temporarily stop an active campaign
• Resume Campaign: Continue a paused campaign
• Update Reschedule Settings: Enable/disable call rescheduling during campaign
• Update Auto Retry Settings: Modify retry attempts and schedule

Campaign management interface with all available actions and real-time analytics

Expert tips to maximize your bulk call campaign effectiveness.

• Test with a small batch first before launching to your entire list
• Use descriptive campaign names: Include date, purpose, and target audience for easy tracking
• Include relevant context columns that match your agent's variables for personalized conversations
• Set appropriate retry limits: 2-3 retry attempts are usually optimal
• Enable call rescheduling improve success rates and brand reputation
• Check progress regularly and adjust settings based on real-time performance
• Use campaign analytics to improve future campaigns and agent performance