Bulk Call Campaign Guide

Complete step-by-step guide to create and manage AI-powered bulk call campaigns to reach multiple contacts efficiently.

A complete walkthrough of creating, managing, and analyzing AI-powered bulk call campaigns from the OmniDimension dashboard.

Prerequisites

Before creating a bulk call campaign, you need to set up your phone number and deploy an AI agent.

Navigate to the Phone Numbers section from your dashboard
Import a phone number (e.g., Twilio, Exotel)
Ensure your agent is properly configured with context, instructions, and integrations
Attach the agent to your imported phone number
Test your agent with a single call before running bulk campaigns

Deploy an agent with a phone number

Deploy agent with phone number

Agent successfully attached

Agent attached confirmation

Creating a bulk call campaign

The bulk call creation process is divided into 4 steps. Navigate to the Bulk Call section from your dashboard and click Create New Campaign to begin.

Campaign details and phone number selection

Set up your campaign name and choose the phone number with attached agent for making calls.

Enter a campaign name. Use descriptive names for easy tracking (e.g., "Q4 Product Launch Outreach")
Select a phone number from the dropdown
Review the agent details displayed automatically, including integrations and post-call actions
Verify the agent configuration is correct for your campaign goals
Click Next to proceed to Step 2

Step 1: Campaign details

Upload contact list and CSV configuration

Upload your contact list in CSV format and configure call conditions.

Click Upload CSV File and select your contact list
The system will automatically detect columns and validate the format
Review the preview of your uploaded data
Set optional call conditions to filter which contacts to call
If missing variables are detected, download the template and add required data

Step 2: Upload CSV

CSV format guidelines

Required column: phone_number (with country code, e.g., 1, 91)
Optional columns: name, company, reason_for_call, etc.
Column names should match variables in your agent's context or welcome message
Additional columns are automatically passed as context to the AI agent
Maximum file size: 10 MB
Supported format: .csv files only
Download the provided template and add the required data columns to ensure optimal agent performance

Campaign settings and scheduling

Configure when to start your campaign and set up advanced features like auto-retry and call rescheduling.

Choose when to start: Start Immediately or Schedule for Later
If scheduling, set the date, time, and timezone
Configure Auto Retry settings for failed calls
Enable Call Rescheduling to automatically handle callback requests
Click Next to proceed to Step 4

Step 3: Campaign settings

Configuration options

Detailed configuration

Auto retry settings

Maximum Retry Attempts: Set retry limit (1–6 attempts maximum)
Retry Schedule Immediately: Retry failed calls right after the main campaign completes
Retry Schedule Next Day: Automatically retry all failed calls the following day
Retry Schedule Scheduled Time: Set custom days and hours delay for retry attempts
Auto retry only triggers after the main campaign completes
You can edit retry settings even after campaign creation

Call rescheduling

Enable Call Rescheduling in campaign settings
AI automatically detects customer requests like "call me tomorrow" or "I'm busy right now"
Automatically schedules follow-up calls based on customer preferences
Works by analyzing conversation for reschedule requests during the call
Improves customer experience and conversion rates

Review and create campaign

Final review of all campaign settings before creation.

Review all campaign details: name, phone number, and agent configuration
Check the number of contacts to be called
Verify scheduling settings (immediate start or scheduled time)
Confirm auto-retry settings and maximum retry attempts
Check estimated cost and ensure sufficient account balance
Click Create Campaign to launch or schedule your bulk call campaign

Step 4: Review and create

Campaign management after creation

Once your campaign is created, you can monitor, control, and analyze its performance.

Pause Campaign: Temporarily stop an active campaign
Resume Campaign: Continue a paused campaign
Update Reschedule Settings: Enable / disable call rescheduling during campaign
Update Auto Retry Settings: Modify retry attempts and schedule

Campaign management interface

Best practices for successful campaigns

Test with a small batch first before launching to your entire list
Use descriptive campaign names: include date, purpose, and target audience for easy tracking
Include relevant context columns that match your agent's variables for personalized conversations
Set appropriate retry limits: 2–3 retry attempts are usually optimal
Enable call rescheduling to improve success rates and brand reputation
Check progress regularly and adjust settings based on real-time performance
Use campaign analytics to improve future campaigns and agent performance

See Bulk outbound best practices for the full optimization playbook.

Bulk Call Campaign Guide

On this page