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_idtargetprovider-officeprovider-nameprovider-addressprovider-phonemember-namemember-dob
12316501234567Green Valley MedicineDr. Eliza Lin4827 Brookline Avenue, Columbus, OH 43215650-328-5987Alex LeeApril 10, 1979
12416501234567Riverside Family PracticeDr. Kamal Shah2298 Westwood Drive, Grantville, OH 43215312-445-2386Samantha TorresAugust 22, 1983
12516501234567Northlake Internal MedicineDr. Rachel Okafor914 Sunrise Blvd, Northlake, OH 43215704-889-1420James WuJanuary 5, 1965
12616501234567Evergreen Primary CareDr. Michael Thorne1602 Maple Hollow Ln, Fairview, OH 43215503-761-9034Tina GreeneNovember 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.