DialNexa Batch Calls Overview

Create and monitor DialNexa batch call campaigns with recipient CSVs, schedules, retries, outbound numbers, and Call History.

DialNexa Batch Calls let users call many recipients from a CSV file through a selected outbound phone number. The selected number must have an outbound agent version attached, the workspace may need KYC verification, and each recipient result can be reviewed through campaign-linked call logs.

A batch call is a loop with money attached. Start small, review evidence, then scale.

Before You Begin

Publish and test the agent, confirm outbound readiness and balance, assign an outbound number, and prepare a small recipient file with consented test contacts.

What A Batch Campaign Needs

Every campaign combines route, file, timing, and retry rules.

Need	Why it matters
Verified workspace	Batch Calls can be disabled until KYC is verified; unverified workspaces can only call their registered number. See KYC And Outbound Readiness.
Outbound number	The number supplies the outbound agent id and version number.
Recipient CSV	Rows provide phone numbers and dynamic variable values.
Schedule	Campaign can start now or at a selected time.
Retries	Retry count and interval decide follow-up attempts.
Call History	Each call attempt creates reviewable evidence.

Batch Calls Are Different From Workflows

Use the right automation shape.

Batch Calls

Best for one campaign calling a list with retry rules and exportable recipient results.

Workflows

Best for multi-step lead paths with waits, conditions, application nodes, and lead history.

Single outbound call

Best for testing one recipient or one phone number route.

Call History

Best for investigating the result of every attempt.

Launch Safely

1. Verify readiness

   Check KYC and wallet context before preparing a large list.

2. Select the outbound number

   Use a number with the intended published agent version.

3. Download or prepare a template

   Match CSV headers to agent dynamic variables.

4. Save a draft if needed

   Review file, schedule, and retries before starting.

5. Start small

   Run a small campaign and review results before sending a full list.

Verify The First Batch

Start with a small test list. Confirm the campaign status, attempt count, recipient results, retry behavior, and linked calls in Call History before uploading a production list.

Related Reading

Recipient Files

Prepare CSV input.

Retries And Statuses

Understand attempts.

Recipient Results

Review campaign outcomes.