# Launch an AI call campaign Import a list, schedule it, retry failed calls and follow the report. - Role: Manager - Business plan - Duration: 8 min - On: Web, Mac - Learning Centre: https://callizy.ca/en/apprendre/campagne-appels-ia - Open this screen in Callizy: https://app.callizy.ca/en/manager?view=batch-calls ## 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](https://callizy.ca/en/apprendre/creer-sa-receptionniste). - Your list as a .csv file: a header line, then one line per number. ## Step by step 8 steps, about 8 min. Screenshots show Callizy in French. Button names are given in English. ### 1. Open the campaigns (10 s) In **Call campaigns**, click **New campaign**. Menu: Administration › Call campaigns › New campaign ### 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. 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. 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. 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. 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. Launch (10 s) Click **Create and launch**. With **Schedule**, the campaign waits for its time, with the **Scheduled** status. ### 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](https://callizy.ca/en/apprendre/minutes-ia). - The fallback text, the end-of-campaign email and the global report are written in French. ## Settings - **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](https://callizy.ca/en/apprendre/abonnement-factures). ### 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.