diff --git a/fern/calls/call-outbound.mdx b/fern/calls/call-outbound.mdx index f29a9081..067acfe9 100644 --- a/fern/calls/call-outbound.mdx +++ b/fern/calls/call-outbound.mdx @@ -78,10 +78,35 @@ Use both `customers` and `schedulePlan` together to schedule batched calls. } ``` +## Uploading Your CSV File to the Dashboard + +Use the [`example template`](/assets/batch-sample.csv) to get started. + +* The only required columns are **`phone`** and **`name`**. +* Any other columns (like `appointment_time`, `location`, etc.) can be used as dynamic variables in your assistant’s script. + +## How to Launch a Batch Call + +1. Go to **Phone Numbers** in the sidebar. +2. Select the **number** you want to call from. +3. Scroll to **Outbound Settings** → click **Call Many Numbers**. +4. **Upload your CSV file** (drag & drop or click to upload). +5. Select your **Assistant**, **Squad**, or **Workflow**. +6. Click **Make Calls** to start now, or **Schedule Calls** to set a future date/time. + +> *Calls will run concurrently — not sequentially.* + +## Tips for Clean Data + +* Use **UTF-8 encoding** when saving your CSV. +* Avoid blank rows or duplicated headers. +* Double-check that your column names match the variables used in your assistant. + + Note: Vapi free numbers have limited number of outbound calls per day. Import a number from Twilio, Vonage, or Telnyx to scale without limits. It is a violation of FCC law to dial phone numbers without consent in an automated manner. See [Telemarketing Sales Rule](/glossary#telemarketing-sales-rule) to learn more. - \ No newline at end of file +