You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: fern/calls/call-outbound.mdx
+25-2Lines changed: 25 additions & 2 deletions
Original file line number
Diff line number
Diff line change
@@ -58,8 +58,6 @@ When you schedule a call, we will save the Assistant, Phone Number, and Customer
58
58
59
59
To call more than one number at a time, use the [`customers`](/api-reference/calls/create#request.body.customers) parameter to pass an array of `customer`. To provide customer specific assistant overrides, please call the endpoint separately for each destination number.
60
60
61
-
You can also batch call a list of numbers using the [`example template`](/assets/batch-sample.csv). The required fields are the phone number and name columns, and any dynamic variable you add after that is optional.
62
-
63
61
Use both `customers` and `schedulePlan` together to schedule batched calls.
64
62
65
63
```jsx
@@ -80,6 +78,31 @@ Use both `customers` and `schedulePlan` together to schedule batched calls.
80
78
}
81
79
```
82
80
81
+
## Uploading Your CSV File to the Dashboard
82
+
83
+
Use the [`example template`](/assets/batch-sample.csv) to get started.
84
+
85
+
* The only required columns are **`phone`** and **`name`**.
86
+
* Any other columns (like `appointment_time`, `location`, etc.) can be used as dynamic variables in your assistant’s script.
87
+
88
+
## How to Launch a Batch Call
89
+
90
+
1. Go to **Phone Numbers** in the sidebar.
91
+
2. Select the **number** you want to call from.
92
+
3. Scroll to **Outbound Settings** → click **Call Many Numbers**.
93
+
4.**Upload your CSV file** (drag & drop or click to upload).
94
+
5. Select your **Assistant**, **Squad**, or **Workflow**.
95
+
6. Click **Make Calls** to start now, or **Schedule Calls** to set a future date/time.
96
+
97
+
> *Calls will run concurrently — not sequentially.*
98
+
99
+
## Tips for Clean Data
100
+
101
+
* Use **UTF-8 encoding** when saving your CSV.
102
+
* Avoid blank rows or duplicated headers.
103
+
* Double-check that your column names match the variables used in your assistant.
104
+
105
+
83
106
Note: Vapi free numbers have limited number of outbound calls per day. Import a number from Twilio, Vonage, or Telnyx to scale without limits.
0 commit comments