Skip to main content

​
Creating a Voice Campaign (Excel)

The Excel upload method is ideal for one-off blasts or daily scheduled lists. Follow this 5-step wizard to launch your campaign.

​
Step 1: Details

Navigate to Outreach > + New Outreach and configure the basics:
  • Name: Give your campaign a recognizable name (e.g., “Deepavali Sale - Lead Qual”).
  • Channel: Select Voice.
  • Voice Integration: Choose the specific phone number/line you want these calls to originate from.
  • Trigger: Select Via Excel.

​
Step 2: Bot Recipe

Link the campaign to a specific Voice AI Agent.
  • Select Recipe: Choose the flow designed for this campaign (e.g., “Lead Qual Flow v2”).
  • Start Recipe Logic:
    • Start Immediately: AI speaks as soon as the call connects.
    • Wait for User Greeting: AI waits for the user to say “Hello” (Recommended for smoother UX).
    • Wait for X seconds: Adds a fixed delay (1-5s) before speaking.

​
Step 3: Audience

Upload your target list.
  • File Format: Upload your .xls or .csv file containing phone numbers and any custom variables (like Name, DueAmount) needed for the Recipe.
  • Skip Duplicates: Enabled by default to prevent spamming the same number twice in one campaign.

​
Step 4: Telephony Settings

Optimize your connection rates with smart dialing rules.
Define the quiet hours (e.g., 9 PM to 9 AM).
  • Action: Choose to Discard calls that fall in this window or Schedule for later.
Set how long to ring before giving up (15s, 20s, 30s). [cite_start]Shorter durations reduce voicemail hits.
  • Max Retries: Set between 0-10 attempts.
  • Retry Interval: Define the wait time between retries (e.g., 2 hours).
  • Scenarios: Select which outcomes trigger a retry (e.g., Busy, No Answer, Failed).

​
Step 5: Publish

Review your settings and click Publish. The system will begin dialing according to your schedule.