Create batch
A batch is a specific set of calls that will run under an active campaign. To create a batch, go to the Campaigns section, select your campaign, and click New Batch.
You’ll then upload a call list - a CSV file- that contains the phone numbers you want the agent to call, along with any variables used in your prompt.
Each row in the CSV represents a single call, and each column corresponds to a variable. At a minimum, your CSV must include two required fields:
- reference_id: a unique ID for the record
- target: the phone number the agent should call
Additional columns can be included to support custom prompt variables. For example, if your prompt includes variables like provider-name and member-name, your CSV might look like this:
For example, if your prompt includes variables like provider-name,
provider-phone
, and member-name
, your CSV will look like this:
reference_id | target | provider-office | provider-name | provider-address | provider-phone | member-name | member-dob |
---|---|---|---|---|---|---|---|
123 | 16501234567 | Green Valley Medicine | Dr. Eliza Lin | 4827 Brookline Avenue, Columbus, OH 43215 | 650-328-5987 | Alex Lee | April 10, 1979 |
124 | 16501234567 | Riverside Family Practice | Dr. Kamal Shah | 2298 Westwood Drive, Grantville, OH 43215 | 312-445-2386 | Samantha Torres | August 22, 1983 |
125 | 16501234567 | Northlake Internal Medicine | Dr. Rachel Okafor | 914 Sunrise Blvd, Northlake, OH 43215 | 704-889-1420 | James Wu | January 5, 1965 |
126 | 16501234567 | Evergreen Primary Care | Dr. Michael Thorne | 1602 Maple Hollow Ln, Fairview, OH 43215 | 503-761-9034 | Tina Greene | November 16, 1950 |
When uploading the batch, you’ll also have the option to set an expiration date - after which the batch will no longer attempt calls - and to auto-run the batch so it starts placing calls immediately after upload.
A sample CSV file is available for download as a link directly within the Upload Batch screen, which you can use as a template.