1

Click Create Batch Call

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