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.Documentation Index
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Create a Batch Call
Click Create Batch Call
Navigate to the Batch Call tab in the UponAI dashboard and click Create Batch Call in the top-right corner.
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
Upload CSV
Prepare your recipient list in CSV format with a header row that includes a
Any other columns are treated as dynamic variables injected into your agent’s prompts and tool descriptions.
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) |
Configure the time window
Open the configuration modal to define the batch call time windows — the hours during which calls will be placed.
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 |