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Scheduling calls

Schedule outbound calls in advance so your agent calls contacts at a specific time.

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Viewing scheduled calls

Navigate to Conversations and select the Upcoming Calls tab. You’ll see:
  • Calendar view - A visual calendar showing scheduled calls by date
  • Table view - A list of all upcoming calls with details

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Scheduling a new call

1

Click Schedule Call

From the Upcoming Calls tab, click Schedule Call.
2

Configure the call

Provide:
  • Agent - Which agent should make the call
  • Phone number - The outbound number to call from
  • Recipient number - The number to call
  • Scheduled time - When the call should be made
3

Save

Click Save to schedule the call. It will appear in your calendar and upcoming calls list.

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Importing calls from CSV

For scheduling multiple calls at once, use the Import CSV feature:
  1. Click Import on the Upcoming Calls page
  2. Upload a CSV file with columns for phone number, scheduled time, and any session variables
  3. Review the imported calls
  4. Confirm to schedule all calls
Scheduled calls require a provisioned phone number and a published agent. Available on the Pro plan and above.