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  1. A batch is a specific set of calls that will run under an active campaign. 
  2. Go to the Campaigns section, select your campaign, and click New Batch.
  3. Upload a call list (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: 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.