Bulk Calls

The Bulk Calls feature allows you to launch outbound calling campaigns where your AI agent calls a list of customers one by one. This is useful for marketing campaigns, reminders, follow-ups, or surveys.

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Accessing Bulk Calls

• From the Dashboard menu, click Actions → Bulk Calls.
• You’ll see the Bulk Calls list view (screenshot 1).
• Here you can:
  • View past campaigns
  • Monitor ongoing campaigns
  • Start a new campaign

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Bulk Calls List

Each row shows a campaign with the following details:

Field	Description
No	Campaign ID (order number).
Type	Always shows Bulk for bulk calling campaigns.
Status	Current state (Processing, Paused, Canceled, Ended).
Total	Number of customers in the campaign.
Left Total	How many calls are left to make.
Created	Timestamp when the campaign was created.
Updated	Last updated time (e.g., when paused, resumed, or completed).
Link	Quick access to view campaign details.

Statuses:

• Processing → Campaign is running, calls are being made.
• Paused → Campaign is temporarily stopped.
• Canceled → Campaign was canceled manually.
• Ended → Campaign finished calling all customers.

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Starting a Bulk Calling Campaign

1. Click “Start Calling Campaign”
   • Opens the Start Bulk Calling Campaign popup (screenshot 2).
2. Select Customer Group
   • Choose an existing group of customers.
   • If you don’t have one, click the ➕ icon to create a new group.
3. Choose AI Agent
   • Select which agent will handle the calls.
   • Each agent has its own voice, prompt, and behavior.
4. Choose Call Source (Salpre Box)
   • Pick the Salpre Box you want to use.
   • Example: SalpreBox #57.
5. Add Additional Instructions (Optional)
   • Enter call-specific context such as:
     • “Mention the new product line.”
     • “Remind about unpaid invoice.”
     • “Ask for customer satisfaction feedback.”
6. Click “Start Campaign”
   • The system will begin calling customers one by one.
   • You can watch progress live in the Bulk Calls list.

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🔹 Creating a Customer Group

If you don’t already have a group:

• Click the ➕ icon in the Customer Group field.
• The Create Customer Group popup appears (screenshot 3).
• Options:
  • Manual Entry → Enter customer numbers separated by commas.
  • Import Excel → Upload a spreadsheet with customer numbers.
• Give the group a name and click Create Group.
• Once created, it will appear in the dropdown for campaign selection.

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🔹 Monitoring Live Campaigns

• After starting a campaign, you can see live status updates in the Bulk Calls list.
• Each campaign row updates automatically:
  • Calls completed vs. calls left.
  • Current status (Processing, Paused, Canceled, Ended).
• You can pause, resume, or cancel campaigns as needed.

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📝 Best Practices

• Segment customers into groups (e.g., VIP customers, overdue balances, promo targets).
• Always test with a small group first before launching a large campaign.
• Use Additional Instructions to tailor each campaign.
• Monitor status regularly and adjust based on response.
• Export or review transcripts later for quality control.