Skip to main content

​
Overview

Call batching allows you to efficiently manage large-scale calling campaigns by grouping calls and processing them systematically.

​
How to Do Call Batching

​
Creating Batch Campaigns

Step 1: Create Batch
  • Navigate to Campaigns > Create Batch
  • Name your batch campaign
  • Select target agent
  • Define batch parameters
Step 2: Add Contacts
  • Upload contact list
  • Import from CRM
  • Filter existing contacts
  • Set batch size
Step 3: Configure Settings
  • Set call timing
  • Configure pacing
  • Set retry logic
  • Define success criteria
Step 4: Launch Batch
  • Review configuration
  • Start batch
  • Monitor progress
  • Adjust as needed

​
Creating Batch Campaigns

​
Batch Configuration

Batch Size
  • Number of calls per batch
  • Optimal size varies
  • Consider system capacity
  • Balance speed and quality
Batch Timing
  • Start time
  • End time
  • Daily limits
  • Time zone handling
Call Pacing
  • Calls per hour
  • Calls per minute
  • Dynamic pacing
  • Quality over quantity

​
Scheduling Batch Calls

​
Scheduling Options

Immediate Start
  • Start batch immediately
  • No delay
  • Best for urgent campaigns
Scheduled Start
  • Set specific start time
  • Date and time selection
  • Time zone aware
  • Recurring schedules
Recurring Batches
  • Daily batches
  • Weekly batches
  • Monthly batches
  • Custom schedules

​
Batch Call Reporting

​
Reports Available

Progress Reports
  • Calls completed
  • Calls remaining
  • Success rate
  • Real-time updates
Performance Reports
  • Conversion rates
  • Average duration
  • Outcome distribution
  • Cost analysis
Detailed Reports
  • Per-call details
  • Transcripts
  • Recordings
  • Custom metrics

​
Pausing and Resuming Batches

​
Pause Functionality

When to Pause
  • Issues detected
  • Need to adjust settings
  • Temporary halt
  • Maintenance windows
How to Pause
  • Click pause in dashboard
  • Via API
  • Automatic pausing rules
  • Scheduled pauses
Resuming
  • Resume from where paused
  • Or restart from beginning
  • Adjust settings before resume
  • Test before resuming

​
Batch Call Optimization

​
Optimization Strategies

Timing Optimization
  • Test different times
  • Find optimal calling hours
  • Adjust based on results
  • Time zone considerations
Pacing Optimization
  • Find optimal call rate
  • Balance speed and quality
  • Adjust based on performance
  • Monitor system load
Message Optimization
  • Test different messages
  • A/B test variations
  • Optimize based on results
  • Continuous improvement

​
Managing Batch Call Capacity

​
Capacity Planning

System Capacity
  • Understand system limits
  • Plan batch sizes accordingly
  • Monitor system load
  • Scale as needed
Resource Management
  • Allocate resources wisely
  • Balance multiple batches
  • Prioritize important batches
  • Optimize resource usage

​
Scaling

Horizontal Scaling
  • Add more capacity
  • Distribute load
  • Improve performance
  • Handle growth
Vertical Scaling
  • Upgrade resources
  • Improve performance
  • Handle larger batches
  • Better quality

​
Best Practices

Begin with small batches to test and optimize before scaling up.
Watch batch progress closely, especially when starting. Adjust quickly.
Regularly review and optimize batch settings based on performance data.
Stay within system capacity and compliance limits. Quality over quantity.