Overview
A batch dial job consists of:- Target phone numbers: A list of phone numbers to call
- Agent configuration: The AI agent that will handle the conversations
- Scheduling: When the calls should be made
- Concurrency limits: How many calls to make simultaneously (this may not exceed your workspace’s concurrent dial limit)
- Phone number pool: Which of your phone numbers to use for outbound calls
Creating a Batch Dial Job
1. Prepare Your Data
First, prepare a list of phone numbers and any associated data (like names, account numbers, etc.) that your agent will need during the calls.2. Create the Batch Job
Use the API to create your batch dial job:3. Start the Job
Batch jobs are created in theINIT state. You must start them explicitly:
Managing Batch Jobs
Check Job Status
Monitor your batch job’s progress:- Current status (
INIT,ACTIVE,PAUSED,COMPLETE,CANCELLED) - Creation timestamp
- Configuration details
Update Job Configuration
You may update an existing job’s settings, after it’s been created. The changes won’t apply until the workflow is paused.View Queued Dials
See all the rows that are queued to run on your batch job. This won’t show dials that have already completed or are in progress.Scheduling
Batch dial jobs support sophisticated scheduling to ensure calls are made at appropriate times:Weekly Schedule Format
Time Zone Support
All schedules use the specified timezone. Common timezone values:America/New_York- Eastern TimeAmerica/Chicago- Central TimeAmerica/Denver- Mountain TimeAmerica/Los_Angeles- Pacific TimeUTC- Coordinated Universal Time
Best Practices
Phone Number Pool
Use multiple phone numbers to increase call success rates and distribute call volume over multiple numbers.Data Management
Structure yourinputs data consistently:
- Use the same field names across all rows
- Include all data your agent prompt references
- All your values must be strings
Job Statuses
Your job will go through the following statuses:- INIT: Job is just created and hasn’t been started yet
- ACTIVE: Job is running normally
- PAUSED: Job is temporarily stopped
- COMPLETE: All dials have been attempted
- CANCELLED: Job was manually stopped