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How to manage automated calls

Schedule large batches of calls using Excel, Google Sheets, or the API.

Available methods​

  1. Excel file (recommended for static batches)
  2. Google Sheets (ideal for collaborative teams)
  3. API (for system integrations)

Excel​

  1. Open your agent profile and go to Assign Task.
  2. Click Upload Excel.
  3. Upload your file or download the template.
  4. Calls are processed automatically after upload.

Requirements:

  • Required column: phone number with country code (without + sign in your spreadsheet format).
  • Include input variables if needed.

Google Sheets​

Currently requires support team assistance. Typical flow:

  • Leads sheet: numbers + input variables.
  • Attempts sheet: call attempt logs.
  • Output sheet: successful call results.

Calls via API​

Best for CRM/ERP/internal integrations.

  • Real-time call dispatch
  • Input variable support

Recommendations​

  • Test with 5-10 numbers before large batches.
  • Validate country codes in all phone numbers.