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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. Contact us to increase the number’s concurrency. 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. Batch1 Pn

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Create New Batch

Click Create New Batch. Then complete required fields and upload your CSV(s). Batch2 Pn

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Required Fields

FieldDescription
Batch NameA label for your campaign.
AgentAgent to place calls. Must have mapped active phone number.
Phone NumberOutbound number that the agent uses.
ConcurrencyTAKEN FROM PHONE NUMBER SETTINGS. Default 1. Contact us to increase.
Recipients UploadUpload CSV file of recipients.
Send TimeSend Now or Schedule.

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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). 3.  Download the Recipients Upload Template to see sample columns, then upload your CSV(s). 4.  Choose Send Now or Schedule. Batch3 Pn

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CSV Format & Tips

ColumnNotes
phone_numberREQUIRED. Add a single inverted comma (’) before the number so spreadsheets keep the ’+’ and country code.
Example: ‘+8801748887525
variable1Optional placeholder your agent can use.
variable2Optional placeholder.
●        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

IssueResolution
Phone number not found for the selected agentMap an active phone number to the agent in the same workspace.
Insufficient Minutes when creating batchBuy minutes or reduce recipients/avg duration; ensure phone numbers in CSV start with a single quote (’) before the ’+’.
Invalid numbers in CSVEnsure E.164 format and add a single quote (’) before the number to preserve country code.
Unexpected concurrencyCheck the Phone Number’s concurrency; contact us to increase if needed.