Voice Campaigns and Bulk Dialer

Voice Campaigns and Bulk Dialer

For outreach at scale, use the Dialer (CSV-driven one-pass) or Campaigns (multi-step with retries).

Bulk Dialer

1. Go to Voice > Dialer
2. Upload a CSV with at minimum a phone column. Optional columns: name, email, custom_var_1 etc.
3. Pick the agent that will handle each call
4. Set the concurrency (how many simultaneous calls) and time window (only dial during these hours)
5. Click Start

Each row becomes a call. Outcomes feed into /voice/calls with the original CSV variables attached.

Campaigns

Campaigns add retry logic, multi-step flows, and exclusion rules.

1. Go to Voice > Campaigns → New Campaign
2. Source — pick a CRM segment, an uploaded CSV, or a saved list
3. Schedule — start date, daily windows, max calls/day
4. Retry policy — e.g. "retry no-answer up to 3x, 2 hours apart"
5. Steps — define what happens on each outcome (e.g. "if voicemail → send SMS")
6. Exclusions — DNC list, contacts already in another campaign

Campaigns run until the source list is exhausted or you pause them.

Knowledge base for agents

For long-running campaigns where the agent answers questions about specific products/policies, attach a knowledge-base document to the agent. The agent retrieves relevant snippets per turn.

Upload documents under Voice > Knowledge Base — PDFs, markdown, plain text supported. Re-embed after upload so the agent picks up new content.

Costs

Outbound calls deduct from your voice credit balance. Larger campaigns front-load credit consumption — check Settings > Billing before launching a 10,000-contact campaign.