> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usecrew.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Bulk Calls
> Execute large-scale outbound calling campaigns
# 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
Go to your Crew and select **Outbound** → **Campaigns**
Click **New Campaign** and name it
Upload a CSV with phone numbers and context data
Set agent, schedule, retry logic, and limits
Preview the campaign and start it
### Via API
```bash theme={null}
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
```csv theme={null}
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:
```json theme={null}
{
"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:
```json theme={null}
{
"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:
```json theme={null}
{
"retry": {
"enabled": true,
"max_attempts": 3,
"interval_hours": 4,
"retry_on": ["no_answer", "busy", "voicemail"]
}
}
```
### Caller ID
Set the outgoing caller ID:
```json theme={null}
{
"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
```bash theme={null}
# 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
```bash theme={null}
curl https://api.usecrew.ai/v1/campaigns/{campaign_id}/status \
-H "Authorization: Bearer YOUR_API_KEY"
```
```json theme={null}
{
"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:
```json theme={null}
{
"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:
```json theme={null}
{
"event": "campaign.progress",
"campaign_id": "campaign_abc123",
"progress_percent": 45.6,
"outcomes": {
"completed": 312,
"voicemail": 87,
"no_answer": 45
}
}
```
## Results Export
Download complete results:
```bash theme={null}
curl https://api.usecrew.ai/v1/campaigns/{campaign_id}/results \
-H "Authorization: Bearer YOUR_API_KEY" \
-o results.csv
```
### Results CSV
```csv theme={null}
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
```json theme={null}
{
"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
Test with a small batch before launching a large campaign. Verify outcomes match expectations.
Analyze when your audience is most likely to answer. Adjust schedule accordingly.
Include relevant data (names, dates, details) for natural, personalized conversations.
Watch early results for unexpected issues. Pause if something is wrong.
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](/voice/outbound-calls) — Single call configuration
* [Webhooks](/integrations/webhooks) — Process campaign events
* [Analytics](/enterprise/audit-logs) — Analyze campaign performance