Batches

Batches are one-off CSV-driven calling jobs. Use them when you want to upload contacts, select an agent and from number, then create a draft or launch immediately.

When to use batches

• Use a batch for an urgent calling list that does not need campaign scheduling.
• Use a batch for quick validation runs before creating a full campaign.
• Use a batch when an admin or recruiter needs a simple CSV launch and item-level progress.

Prepare your CSV

Download the batch CSV template from the create or overview page. Required columns arename and phone; email is optional.

name,phone,email
Asha Rao,+919876543210,asha@example.com
Vikram S,+918765432109,
Priya K,+917654321098,priya@example.com

Create a batch

1. Open Batches and click Create Batch.
2. Enter a batch name.
3. Select the agent that should run every call in the batch.
4. Select Plivo and choose the from number.
5. Upload a CSV with name, phone, and optional email.
6. Click Create Draft to save rows as pending items, or Launch Batch to create and start dialing immediately.

Launch an existing batch

From a draft batch overview, upload a CSV. Rows are saved as Pending items and appear on the Items tab. Click Launch Batch to enqueue all pending rows.

Batch calling behavior

• Immediate launch - batches do not wait for the campaign calling-hour window.
• Automatic retries - no answer, busy, and failed calls retry up to 3 attempts about 5 minutes apart.
• Pause/resume - pause a running batch to stop queued calls, then resume when ready.
• Manual retry - retry unreachable candidates from the batch detail page when retryable rows exist.
• Items tab - shows name, phone, email, status, duration, started time, and call ID.
• Ratings - completed batch calls are rated automatically and shown inside the batch and on the global Ratings page.

Review batch results

• Overview - see total, processed, success, failed, and total duration.
• Items tab - inspect each row with name, phone, email, status, duration, started time, and call ID.
• Embedded ratings - review ratings for calls from this batch.
• Export CSV - download batch items from the Items tab.

CSV troubleshooting