Outbound calls to a list
Outbound calls to a list
Have an agent call a list of people for reminders, renewals or follow-ups.
- Connect a phone number first (see Phone calls).
- Go to Outbound and click New batch call.
- Pick the agent and the number to call from.
- Upload a CSV of numbers and names, or paste numbers one per line. Other columns (like
amountordue_date) are given to the agent, so its first message can say “Hello {{name}}, your payment of {{amount}} is due on {{due_date}}”. - Choose calling hours and whether to retry when there is no answer or the line is busy.
- Confirm that these people agreed to hear from you, and start.
- Calls go out a few at a time, and each uses credits like an incoming call.
- Numbers on the national DND register (NCPR) and your do-not-call list are skipped. People who ask on a call are added to the do-not-call list automatically.
- Each batch shows how many were answered, failed, or are waiting to retry.