Navigate to the Batch Call tab in the Retell AI workspace and click the “Create Batch Call” button located in the top-right corner.
Create a batch call
2
Enter Call Name and Phone Number
Provide a unique name for the batch call to differentiate it from others
Select the “From Number” from the dropdown menu
Ensure the number is bound to agents to enable batch calls
3
Upload CSV
Prepare your recipient list in CSV format with a header row including a “phone number” column
Use the provided CSV template by clicking “Download the template,” or upload your custom file
Edit batch call
For dynamic variables, add additional columns in the CSV with custom data for each recipient (e.g., a column header first_name can be used as {{first_name}})
4
Create Now or Schedule
Choose between “Send Now” to start the calls immediately or “Schedule” for a future time
Click “Save as Draft” to revisit later or “Send” to initiate or schedule the calls