# Bulk Call Campaign Guide (/docs/bulk-calls/overview)

> 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 [#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-an-agent-with-a-phone-number]

<img alt="Deploy agent with phone number" src="__img0" />

### Agent successfully attached [#agent-successfully-attached]

<img alt="Agent attached confirmation" src="__img1" />

## Creating a bulk call campaign [#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.

<Steps>
  <Step>
    ### Campaign details and phone number selection [#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

        <img alt="Step 1: Campaign details" src="__img2" />
  </Step>

  <Step>
    ### Upload contact list and CSV configuration [#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

        <img alt="Step 2: Upload CSV" src="__img3" />

    #### CSV format guidelines [#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
  </Step>

  <Step>
    ### Campaign settings and scheduling [#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

        <img alt="Step 3: Campaign settings" src="__img4" />

    #### Configuration options [#configuration-options]

        <img alt="Detailed configuration" src="__img5" />

    #### Auto retry settings [#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 [#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
  </Step>

  <Step>
    ### Review and create campaign [#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

        <img alt="Step 4: Review and create" src="__img6" />
  </Step>
</Steps>

## Campaign management after creation [#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

<img alt="Campaign management interface" src="__img7" />

## Best practices for successful campaigns [#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

<Callout type="info">
  See [Bulk outbound best practices](/docs/bulk-calls/best-practices) for the
  full optimization playbook.
</Callout>
