Run a calling campaign

Upload a list of phone numbers and have your agent call all of them.

A campaign has your agent call a list of people automatically — reminders, surveys, follow-ups — instead of one call at a time. You need an agent that’s already connected to a phone number (see Add a phone number).

Prepare your contact list

Your list is a CSV file (a spreadsheet saved as “CSV” from Excel, Google Sheets, or similar). It needs:

• A column named phone_number — every number must include the country code with a + in front, like [phone]XXXX.
• No duplicate numbers.
• Any other columns you want — a name, an account number, whatever’s useful. Your agent’s script can reference these while calling, so it can say something like “Hi Asha” instead of a generic greeting.

Example:

phone_number,customer_name,account_id
[phone]XXX,Asha,ACC-1001
[phone]XXX,Ravi,ACC-1002
[phone]XXX,Meera,ACC-1003

If your agent’s script should mention a column like customer_name, someone technical needs to add it to the agent’s configuration first — see Agent configuration.

Create the campaign

1. Click Campaigns in the sidebar.

2. Click New campaign, give it a name, and pick which agent should make the calls.
3. Upload your CSV — you’ll see a preview so you can check the numbers look right before continuing.
4. Save.

Start it, and keep an eye on it

Once created, a campaign sits ready until you press Start. While it’s running, the campaign screen updates on its own — you’ll see live progress as each call goes out.

You can:

• Pause — stop dialling, pick up again later exactly where it left off.
• Resume — continue a paused campaign.
• Redial — retry the numbers that didn’t connect.

If too many calls in a row fail to connect, VoicEra pauses the campaign on its own rather than continuing to burn through the list — a safety net, not a bug. Check your agent’s phone number and provider account if this happens.

After it finishes

Open the campaign to see how each individual call went — reach a person, no answer, busy, and so on. From call history, you can also listen to recordings and read transcripts for any of the calls the campaign made.

If something isn’t working

Problem	What it usually means
The campaign won’t create	The agent you picked probably isn’t a phone-connected agent yet, or has no number attached — see Add a phone number.
Your CSV won’t upload	Check every number starts with + and there’s a phone_number column with that exact name.
The campaign paused itself	Too many calls in a row failed — see the tip above.
A column like a name isn’t showing up in calls	It needs to be wired into the agent’s script first — ask someone technical, or see Agent configuration.

Next

Everyday tasks — documents, call history, and your team.