Bulk Calls

Bulk calls allow you to place hundreds or thousands of outbound calls efficiently. Use them for appointment reminders, payment follow-ups, surveys, and notification campaigns.

Use Cases

Campaign Type	Description
Appointment Reminders	Confirm upcoming appointments at scale
Payment Collections	Remind customers about outstanding balances
Surveys & Feedback	Gather responses from large groups
Notifications	Deliver important updates
Re-engagement	Reach out to dormant customers
Lead Qualification	Screen and qualify sales leads

Creating a Campaign

Via Dashboard

Navigate to Campaigns

Go to your Crew and select Outbound → Campaigns

Create New Campaign

Click New Campaign and name it

Upload Contact List

Upload a CSV with phone numbers and context data

Configure Settings

Set agent, schedule, retry logic, and limits

Review and Launch

Preview the campaign and start it

Via API

curl -X POST https://api.usecrew.ai/v1/campaigns \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "January Appointment Reminders",
    "agent_id": "agent_sarah",
    "pathway_id": "appointment_reminder",
    "contacts": [
      {
        "phone": "+14155551111",
        "context": {
          "name": "John Smith",
          "appointment_date": "January 15, 2024",
          "appointment_time": "2:00 PM"
        }
      },
      {
        "phone": "+14155552222",
        "context": {
          "name": "Jane Doe",
          "appointment_date": "January 15, 2024",
          "appointment_time": "3:00 PM"
        }
      }
    ],
    "schedule": {
      "start": "2024-01-14T09:00:00Z",
      "end": "2024-01-14T17:00:00Z",
      "timezone": "America/New_York"
    }
  }'

Contact List Format

CSV Upload

phone,name,appointment_date,appointment_time,provider
+14155551111,John Smith,January 15 2024,2:00 PM,Dr. Johnson
+14155552222,Jane Doe,January 15 2024,3:00 PM,Dr. Williams
+14155553333,Bob Wilson,January 16 2024,10:00 AM,Dr. Johnson

Required Fields

Field	Description
`phone`	Phone number (E.164 format preferred)

Optional Context Fields

Any additional columns become context variables available in your pathway:

"Hi {{name}}, this is a reminder about your appointment 
with {{provider}} on {{appointment_date}} at {{appointment_time}}."

Campaign Configuration

Scheduling

Control when calls are placed:

{
  "schedule": {
    "start": "2024-01-14T09:00:00Z",
    "end": "2024-01-14T17:00:00Z",
    "timezone": "America/New_York",
    "days": ["monday", "tuesday", "wednesday", "thursday", "friday"],
    "excluded_dates": ["2024-01-15"]
  }
}

Pacing

Control call rate:

{
  "pacing": {
    "calls_per_minute": 30,
    "max_concurrent": 10
  }
}

Plan	Max Calls/Minute	Max Concurrent
Starter	10	5
Professional	60	25
Enterprise	Custom	Custom

Retry Logic

Configure retry behavior for unanswered calls:

{
  "retry": {
    "enabled": true,
    "max_attempts": 3,
    "interval_hours": 4,
    "retry_on": ["no_answer", "busy", "voicemail"]
  }
}

Caller ID

Set the outgoing caller ID:

{
  "caller_id": {
    "number": "+14155550000",
    "name": "Acme Medical"
  }
}

Campaign States

State	Description
`draft`	Campaign created but not started
`scheduled`	Waiting for start time
`running`	Actively placing calls
`paused`	Temporarily stopped
`completed`	All calls attempted
`cancelled`	Stopped before completion

Managing Campaign State

# Pause a running campaign
curl -X POST https://api.usecrew.ai/v1/campaigns/{campaign_id}/pause \
  -H "Authorization: Bearer YOUR_API_KEY"

# Resume a paused campaign
curl -X POST https://api.usecrew.ai/v1/campaigns/{campaign_id}/resume \
  -H "Authorization: Bearer YOUR_API_KEY"

# Cancel a campaign
curl -X POST https://api.usecrew.ai/v1/campaigns/{campaign_id}/cancel \
  -H "Authorization: Bearer YOUR_API_KEY"

Monitoring Campaigns

Real-Time Dashboard

The campaign dashboard shows:

Progress (calls attempted / total)
Current status
Outcome breakdown
Active calls
Errors and failures

API Status

curl https://api.usecrew.ai/v1/campaigns/{campaign_id}/status \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "campaign_id": "campaign_abc123",
  "status": "running",
  "progress": {
    "total": 1000,
    "attempted": 456,
    "remaining": 544,
    "in_progress": 8
  },
  "outcomes": {
    "completed": 312,
    "confirmed": 289,
    "declined": 23,
    "voicemail": 87,
    "no_answer": 45,
    "failed": 12
  },
  "timing": {
    "started_at": "2024-01-14T09:00:00Z",
    "estimated_completion": "2024-01-14T14:30:00Z"
  }
}

Webhooks

Receive real-time updates:

{
  "webhooks": {
    "campaign.started": "https://yourapp.com/hooks/campaign-started",
    "campaign.progress": "https://yourapp.com/hooks/campaign-progress",
    "campaign.completed": "https://yourapp.com/hooks/campaign-completed",
    "campaign.call_completed": "https://yourapp.com/hooks/call-completed"
  }
}

Progress Webhook

Sent periodically during campaign execution:

{
  "event": "campaign.progress",
  "campaign_id": "campaign_abc123",
  "progress_percent": 45.6,
  "outcomes": {
    "completed": 312,
    "voicemail": 87,
    "no_answer": 45
  }
}

Results Export

Download complete results:

curl https://api.usecrew.ai/v1/campaigns/{campaign_id}/results \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -o results.csv

Results CSV

phone,name,outcome,duration,confirmed,notes,completed_at
+14155551111,John Smith,completed,45,true,Confirmed appointment,2024-01-14T09:15:00Z
+14155552222,Jane Doe,voicemail,12,false,Left message,2024-01-14T09:16:00Z
+14155553333,Bob Wilson,no_answer,0,false,No answer after 3 attempts,2024-01-14T13:20:00Z

Compliance

Bulk calling is subject to strict regulations. Ensure compliance with TCPA (US), GDPR (EU), and local telemarketing laws.

Requirements

Consent — Only call numbers with documented opt-in
Time restrictions — Respect calling hour regulations
Do Not Call — Scrub against DNC registries
Opt-out — Honor opt-out requests immediately
Identification — Clearly identify who is calling

Compliance Configuration

{
  "compliance": {
    "dnc_scrub": true,
    "dnc_list_id": "dnc_abc123",
    "calling_hours": {
      "start": "09:00",
      "end": "20:00",
      "timezone": "local"
    },
    "opt_out_handling": {
      "keywords": ["stop", "unsubscribe", "remove"],
      "action": "add_to_dnc"
    }
  }
}

Best Practices

Start small

Test with a small batch before launching a large campaign. Verify outcomes match expectations.

Optimize timing

Analyze when your audience is most likely to answer. Adjust schedule accordingly.

Personalize context

Include relevant data (names, dates, details) for natural, personalized conversations.

Monitor in real-time

Watch early results for unexpected issues. Pause if something is wrong.

Respect opt-outs

Immediately stop calling anyone who requests it. Update your DNC list.

Pricing

Bulk calls are billed per call attempt:

Plan	Included Calls	Additional Cost
Starter	500/month	$0.10/call
Professional	5,000/month	$0.08/call
Enterprise	Custom	Custom

Next Steps

Outbound Calls — Single call configuration
Webhooks — Process campaign events
Analytics — Analyze campaign performance

Welcome

Core Concepts

Voice & Communication

Integrations

Security & Compliance

Enterprise

Bulk Calls

Bulk Calls

Use Cases

Creating a Campaign

Via Dashboard

Via API

Contact List Format

CSV Upload

Required Fields

Optional Context Fields

Campaign Configuration

Scheduling

Pacing

Retry Logic

Caller ID

Campaign States

Managing Campaign State

Monitoring Campaigns

Real-Time Dashboard

API Status

Webhooks

Progress Webhook

Results Export

Results CSV

Compliance

Requirements

Compliance Configuration

Best Practices

Pricing

Next Steps

​Bulk Calls

​Use Cases

​Creating a Campaign

​Via Dashboard

​Via API

​Contact List Format

​CSV Upload

​Required Fields

​Optional Context Fields

​Campaign Configuration

​Scheduling

​Pacing

​Retry Logic

​Caller ID

​Campaign States

​Managing Campaign State

​Monitoring Campaigns

​Real-Time Dashboard

​API Status

​Webhooks

​Progress Webhook

​Results Export

​Results CSV

​Compliance

​Requirements

​Compliance Configuration

​Best Practices

​Pricing

​Next Steps

Bulk Calls

Use Cases

Creating a Campaign

Via Dashboard

Via API

Contact List Format

CSV Upload

Required Fields

Optional Context Fields

Campaign Configuration

Scheduling

Pacing

Retry Logic

Caller ID

Campaign States

Managing Campaign State

Monitoring Campaigns

Real-Time Dashboard

API Status

Webhooks

Progress Webhook

Results Export

Results CSV

Compliance

Requirements

Compliance Configuration

Best Practices

Pricing

Next Steps