Launch a call campaign

1. Declare Variables

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

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).

3. Associate a Phone Number and Agent

• Assign a phone number to the campaign (the field to fill in is highlighted in red in the screenshot 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 (the field to fill in is highlighted in blue)

4. Upload the CSV File

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

A column named “phone_number” containing the numbers the agent will call. Columns with the exact names of the variables declared in Step 1, with values corresponding to the numbers being called. You can use this template hyperlink as a reference for your CSV file.

5. Start the campaign

• To test your agent with a single number:

Click on “Single test” (highlighted in blue in the screenshot below). Fill in the variables for the test number.

• To launch the call campaign:

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

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