> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.uponai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

<Steps>
  <Step title="Click Create Batch Call">
    Navigate to the **Batch Call** tab in the UponAI dashboard and click **Create Batch Call** in the top-right corner.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>

  <Step title="Configure the time window">
    Open the configuration modal to define the batch call time windows — the hours during which calls will be placed.
  </Step>

  <Step title="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
  </Step>
</Steps>

## 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.