What is batch calling?
Batch calling lets you run outbound calling campaigns at scale. Upload a list of contacts, assign an agent and phone number, and Sonara handles the rest - calling each contact and conducting the conversation automatically.Use cases
- Sales outreach - Call leads and qualify them with a consistent script
- Appointment reminders - Remind patients, clients, or customers about upcoming appointments
- Follow-ups - Automatically follow up after meetings, demos, or support tickets
- Surveys - Conduct customer satisfaction surveys at scale
Creating a batch campaign
1
Navigate to Batch Call
From the dashboard sidebar, click Batch Call.
2
Create a new batch
Click Create Batch Call and provide:
- Batch name - A descriptive name for this campaign
- Agent - The agent that will handle all calls
- Phone number - The outbound number to call from
3
Upload your contact list
Upload a CSV file with your contacts. The CSV should include phone numbers and any session variables your agent uses.
4
Review and launch
Review the batch details - number of recipients, agent configuration, and schedule. Then start the campaign.
Campaign status
Each batch campaign shows:Session variables with batch calling
Batch calling is especially powerful when combined with session variables. Each row in your CSV can supply different values for variables like{{ customer_name }}, {{ order_id }}, or {{ appointment_date }} - making every call personalized.
Batch calling is available on the Pro plan and above.