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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.
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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
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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}})
  • if the number to call is not in e.164 format then you can choose to ignore e.164 validation by adding a column to the CSV ignore e164 validation with value true. This only applies when you are using custom telephony and does not apply when you are using Retell Telephony
4

Configure the time window

  • Open the configuration here to configure the batchcall time windows.
batch_call_time_window.png

Batch Call Time Window Configuration

5

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