Create Batch Calls

Run outbound call campaigns by uploading a CSV of recipients and scheduling or sending immediately.

Batch calls let you efficiently manage multiple outbound calls organized into groups. Create, schedule, and monitor calls in bulk — useful for campaigns, reminders, or any situation requiring multiple recipients.

Create a Batch Call

1. Click Create Batch Call

   Navigate to the Batch Call tab in the UponAI dashboard and click Create Batch Call in the top-right corner.

2. Enter call name and phone number

   • Provide a unique name for the batch call
   • Select the From Number from the dropdown — ensure it’s bound to an agent
3. Upload CSV

   Prepare your recipient list in CSV format with a header row that includes a phone number column.

   Download the CSV template from the dashboard, or upload your own file.

   Dynamic variables: Add additional columns to inject custom data per recipient. A column named first_name can be referenced as {{first_name}} in your agent prompt.

   Optional CSV columns:

   Column	Description
   override agent id	Override the agent for this specific call
   override agent version	Override the agent version for this call
   metadata	JSON string for arbitrary call data (e.g. {"customer_id":"cust_123"})
   custom_sip_headers	JSON string of custom SIP headers — keys must start with X-
   ignore e164 validation	Set to true to bypass E.164 format check (custom telephony only)

   Any other columns are treated as dynamic variables injected into your agent’s prompts and tool descriptions.

4. Configure the time window

   Open the configuration modal to define the batch call time windows — the hours during which calls will be placed.

5. Send or schedule

   • Send Now — Start calls immediately
   • Schedule — Set a future time to start
   • Save as Draft — Save and revisit later without triggering any calls

Monitor Batch Calls

Batch Call Status

Status	Description
Draft	Editable and unsent. No calls triggered until submitted.
Planned	Scheduled for a future time. Cannot be edited once scheduled.
Ongoing	In progress — calls initiated as concurrency slots become available.
Sent	All calls in the batch have been completed.

Batch Call Metrics

Metric	Description
Sent	Total calls sent from the batch
Picked Up	Number of calls answered by recipients
Successful	Calls completed based on your predefined success criteria

Click the history icon on any batch to view individual call details.