Launch a call campaign

1. Declare variables

Declare the variables associated with the data in your CSV file in the Custom Variables section, then define them in the Call Context section.

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2. Navigate to the Campaigns section

• First, go to the “Campaigns (outbound)” section (highlighted in red in the screenshot below).
• Then, click on the “Add Campaign” black button (highlighted in blue).

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3. Associate a phone number and agent

• Assign a phone number to the campaign (highlighted in red below). If you don’t have a phone number yet, refer to the Associate your agent with a phone number section.
• Link the correct agent to the campaign (highlighted in blue).

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4. Upload the CSV file

Upload your CSV to the block highlighted in red below. The file must include:

• A column named phone_number with the numbers to call.
• Columns with the exact names of the variables declared in Step 1, with appropriate values.

Use this CSV template as a reference.

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5. Start the campaign

To test your agent with a single number:

• Click on “Single test” (highlighted in blue below).
• Fill in the variables manually.

To launch the full call campaign:

• Click on the “Start campaign” button (highlighted in red below).

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Calls will be processed one at a time.
For simultaneous calls, please contact: [e-mail]