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Launch an AI call campaign

Import a list, schedule it, retry failed calls and follow the report.

Role : ManagerBusiness planDuration : 8 minOn : Web, Mac

Before you start

  • The Business plan. During the trial, the feature is open.
  • An AI agent that calls: in AI voice agents, create an Outbound agent. See Create and test your AI receptionist.
  • Your list as a .csv file: a header line, then one line per number.

Step by step

8 steps, about 8 min
  1. 1

    Open the campaigns

    10 s

    In Call campaigns, click New campaign.

    Administration/Call campaigns/New campaign

    Open this screen in Callizy
  2. 2

    Fill in the identity

    1 min

    Identity block: Campaign name, AI Agent, then Outbound number: the number the people you call will see. It also sends the text, if you plan one.

  3. 3

    Import the list

    1 min

    Phone numbers block: click the area and choose your .csv file. The first line holds the headers: it is never called. Name the number column phone, telephone or numero. Callizy shows the numbers imported, invalid and duplicated. 1,000 numbers at most.

  4. 4

    Schedule

    1 min

    Scheduling block: Start now, or Schedule with the Date and time, in your company’s time zone. Delay between calls (seconds): 15 to start, from 5 to 300.

  5. 5

    Set “Skip if no appointment”

    30 s

    It is on to start. When on, the agent only calls numbers found in an appointment within the next 30 days, in the Google or Microsoft 365 calendar linked to the agent. For any other campaign, turn it off: otherwise, nobody is called.

  6. 6

    Plan for no answers

    1 min

    Automatic retry calls back once, at the Retry date and time, the numbers with no answer, busy or failed. On no answer block: Send SMS to client sends a text after an unanswered call. In that text, {company_phone} becomes the company’s number and {company_name} its name.

  7. 7

    Launch

    10 s

    Click Create and launch. With Schedule, the campaign waits for its time, with the Scheduled status.

  8. 8

    Follow the report

    2 min

    Click the campaign: Total calls, Answered, No answer, Failed and Success rate. The Call log lists each number: click a line for the Summary, the Recording and the Transcript. Export CSV downloads the log. Reload the page to see progress.

Key points

  • One call at a time, with the chosen delay between two. Calls follow one another until the end of the list: pick your start time with care.
  • Each number rings for 30 seconds at most. Voicemail? The call is hung up, with no message.
  • An agent runs only one campaign at a time.
  • Each call counts toward your AI minutes: see Understand AI minutes and the Receptionist plans.
  • The fallback text, the end-of-campaign email and the global report are written in French.

Settings

You can change them at any time, without reconnecting anything.

Retry failed
On a Completed campaign, Retry failed creates a Draft campaign with the numbers not reached. In the list, ⋮ menu, Edit: choose when to call, then Save. It goes out.
Duplicate
⋮ menu, Duplicate: a Draft copy, to edit then launch. Check Skip if no appointment: it comes back on.
Global report
At the top of the list, Global report: Current month, Last month or Last 3 months. The report arrives by email, with a CSV file.

Not working?

Callizy shows “This feature is included from the Business plan.”
  1. Switch to the Business plan: see Manage your subscription and invoices.
Callizy shows “No active AI agent”
  1. Create an Outbound agent in AI voice agents and check it is not paused.
Callizy shows “Import at least one phone number.”
  1. Import a .csv file: a header line, then the numbers.
Callizy shows “Unable to save campaign.”
  1. With Schedule, choose the date and time.
  2. With Automatic retry, choose the retry date.
  3. Delay between calls: 5 to 300 seconds. List: 1,000 numbers at most.
  4. The agent already has a campaign planned within 4 hours: change the time or the agent.
Every number is skipped
  1. Skip if no appointment was on. Duplicate the campaign, open the copy with Edit, turn it off, then Save.
The first number is not called
  1. The file’s first line is read as headers. Add a header line, for example phone.

Frequently asked questions

My numbers are in Excel. What do I do?
Save the sheet as CSV, then import it. Commas, semicolons and tabs are recognized.
Which number formats are accepted?
10 digits, 11 digits starting with 1, or the international format with +. Spaces, dashes and brackets are removed.
Can I choose calling hours?
Only the start time. After that, calls follow one another until the end of the list.

Updated October 29, 2026

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