Batch Call lets you place many outbound calls using a selected agent. Upload a CSV of recipients, choose an agent & mapped phone number, set when to send, and optionally schedule. The system validates minutes, runs calls, and logs.

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Key Concepts

Workspace-scoped: Batches run inside the active workspace. Agents and numbers must be in the same workspace. Agent ↔ Phone Number Mapping: The chosen agent must have an active phone number mapped in this workspace. Call Concurrency: Concurrency is taken from the PHONE NUMBER imported into Verbex. By default this is 1. But it can be increased in phone number import screen based on the given concurrency in organisation level through verbex admin portal. Batch Report: Each completed Batch Report stores call details & PCA.

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Accessing Batch Call

Go to Customer Console → Batch Call and click Create New Batch. /

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Create New Batch

Click Create New Batch. Then complete required fields and upload your CSV(s).

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Required Fields

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Fill the Form & Upload Recipients

1.  Select Agent. If you see “Phone number not found for the selected agent”, map an active number to the agent in this workspace. 2.  Verify the Phone Number and its Concurrency (defaults to 1; concurrency is managed on the phone number, can be increased manually later through import phone number). 3.  Download the Recipients Upload Template to see sample columns, then upload your CSV(s). 4.  Choose Send Now or Schedule.

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CSV Format & Tips

●        Always format phone numbers with a leading single quote (’) to preserve ’+’ and country code from CSV tools. ●        Remove duplicates and invalid numbers. ●        Ensure the agent and number belong to the same workspace.  

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Troubleshooting