Batch Calls Overview
Efficiently make multiple AI-powered calls using CSV data uploads
Introduction
The Batch Calls API allows you to initiate multiple AI-powered phone calls simultaneously using a CSV file containing contact information. This feature is perfect for marketing campaigns, customer outreach, surveys, and other scenarios where you need to make calls to a large number of contacts.
Key Features
- CSV-based data upload - Upload contact lists with custom fields for personalization
- Template generation - Download properly formatted CSV templates
- Data validation - Validate your CSV data before starting batch operations
- Real-time monitoring - Track progress and individual call status
- Batch management - Start, monitor, and cancel batch operations
- Rate limit compliance - Automatic queue management respecting your account limits
Workflow
1. Prepare Your Data
Prepare your CSV file with the required columns:
2. Start Batch Operation
Start the batch call operation by uploading your CSV file and specifying the agent to use:
3. Monitor Progress
Track the progress of your batch operation in real-time:
CSV File Requirements
Required Columns
phone_number
- Valid phone number in international format (e.g., +1234567890)
Optional Columns
first_name
- First name for personalizationlast_name
- Last name for personalizationemail
- Email address- Custom fields - Any additional columns for dynamic variables
File Specifications
- Maximum file size: 20MB
- Supported format: CSV (Comma-Separated Values)
- Encoding: UTF-8 recommended
- Maximum records: Varies by account plan
Dynamic Variables
All CSV columns can be used as dynamic variables in your agent’s script. For example, if your CSV has a first_name
column, you can reference it in your agent’s prompt as {first_name}
.
Rate Limits and Processing
- Batch calls respect your account’s rate limits
- Calls are queued and processed automatically
- Processing speed depends on your plan and current system load
- Failed calls are automatically retried based on failure reason
Status Tracking
Each batch operation provides detailed status information:
- Waiting: Calls queued but not yet started
- Active: Calls currently in progress
- Completed: Successfully completed calls
- Failed: Calls that failed due to errors
Error Handling
Common reasons for call failures:
- Invalid phone number - Number format is incorrect
- Number unreachable - Phone number doesn’t exist or is disconnected
- Busy signal - Number is busy (retried automatically)
- No answer - Call went to voicemail or wasn’t answered
- Carrier blocked - Call was blocked by the carrier
Best Practices
Data Preparation
- Clean your phone number data before upload
- Use consistent formatting for phone numbers
- Include personalization fields for better engagement
- Test with a small batch before running large campaigns
Monitoring
- Monitor batch progress regularly
- Review failed calls and adjust data if needed
- Use individual call status for detailed troubleshooting
- Cancel batches early if issues are detected
Compliance
- Ensure you have consent to call all numbers in your list
- Respect do-not-call lists and regulations
- Include opt-out mechanisms in your call scripts
- Follow local telecommunications regulations
Pricing
Batch calls are charged per completed call attempt. Failed calls due to system errors are not charged, but calls that connect (even if they go to voicemail) are billable.
Testing with Postman
Since the documentation’s “Try Now” buttons don’t support file uploads, here’s how to test batch call endpoints using Postman:
Start Batch Calls
- Method: POST
- URL:
https://api.trillet.ai/v1/api/batch-calls
- Headers:
x-api-key: YOUR_API_KEY
x-workspace-id: YOUR_WORKSPACE_ID
- Body: form-data
- Key:
file
, Type: File, Value: [Select your CSV file] - Key:
agentId
, Type: Text, Value:your_agent_id
- Key:
Important: The documentation’s interactive “Try Now” buttons cannot handle file uploads. Always use cURL, Postman, or similar tools for testing endpoints that require file uploads.
Support
For technical support with batch call operations, contact our support team with your batch ID for faster assistance.