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Open Deploy > Batch Calling to manage outbound campaigns. Creating a campaign prepares its settings and contacts; review its state before starting calls.

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Prepare a campaign

  1. Click Create Campaign and enter the name, campaign type, and goal.
  2. Choose an AI agent and a compatible source number. The available source list depends on the agent’s provider and your enabled telephony setup.
  3. Optionally choose a visual flow or a custom script. These are alternative conversation sources, so the server rejects a request containing both.
  4. Review the timing controls and upload a CSV of recipients.
  5. Create the campaign, then open it to check recipients and configuration.
The dialog provides a downloadable CSV template. Use its phone_number column and international numbers including the country code. Optional columns include language, voice, greeting, prompt, contact name, email, company, and dynamic variables supported by your route. Review the imported records after upload; campaign creation and CSV upload are separate operations, so a campaign can exist even if its upload fails. Numbers already assigned to an incoming connection can conflict with campaign use. SIP numbers must match the agent’s engine. Use an eligible Premium AI, Realtime AI, or Premium AI via SIP agent and a compatible source offered by the application. Realtime AI via SIP is Inbound Only and cannot place outbound campaigns. Legacy Plivo numbers or campaign records do not make Plivo a current selectable Voice Provider.

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Timing and launch

The creation dialog shows Send immediately and Schedule for later, with a time window, days, and timezone. Confirm the saved campaign status and schedule before relying on unattended execution. The reviewed creation path does not establish that these window controls are persisted and automatically executed in every deployment. Start or test only through the actions offered for the current campaign/provider. A campaign test call places a real phone call and can incur usage. Sufficient credits, valid recipients, a usable source number, and provider readiness are required.

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Manage execution

Open a campaign for Overview, Analytics, Recipients, and Lead Quality. Available actions depend on its state: Provider batch statuses and campaign statuses may differ. Inspect the batch details and call records when progress is unclear. Stopping further work should not be treated as proof that every already connected call ended. Deleted campaigns appear in the deleted tab. Restore them when needed; review the confirmation before purging or permanently deleting records.

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Review results

Check the recipient count, call outcomes, success rate, and available sentiment and lead classifications. Open individual calls for recordings or transcripts when present. Exports include the metadata available for that campaign; missing analysis is not a positive or negative outcome.