Skip to content

Updated Batch Calling Documentation #423

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Merged
merged 2 commits into from
May 24, 2025
Merged

Updated Batch Calling Documentation #423

Changes from all commits
Commits
Show all changes
2 commits
Select commit Hold shift + click to select a range
e85815b
Update call-outbound.mdx
kyle-vapi May 22, 2025
df66628
Update call-outbound.mdx
kyle-vapi May 24, 2025
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
27 changes: 26 additions & 1 deletion fern/calls/call-outbound.mdx
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -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.

<Warning>
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.
</Warning>
</Warning>
Loading