DialNexa Batch Call Drafts Scheduling And Starting

DialNexa batch calls can be prepared as drafts, started immediately, or scheduled for a later start time. Drafts are useful when teams need to review the recipient file, selected outbound number, retry settings, and campaign name before placing calls.

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Before You Begin

Prepare a validated recipient file, tested agent version, assigned outbound number, schedule timezone, and retry policy. Confirm the workspace is ready for outbound calls.

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DialNexa Batch Draft Schedule And Launch Controls

These controls decide when calls begin.

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Prepare A Batch In Four Steps

The batch composer separates Details, Recipients, Schedule, and Review. Use the stepper to revisit available steps; a completed indicator means you have visited the step and satisfied its requirements.

1. In Details, name the batch and select the Agent, its Version, and the From number. The From number list shows the agent’s outbound numbers.
2. In Recipients, complete the recipient-file review. Check the paginated preview, mappings, and validation results before continuing.
3. In Schedule, choose Send now or a future date and time. Set retries and the interval. The Immediately interval option is stored as five minutes; it does not promise an instantaneous redial.
4. In Review, check the recipient count, outbound number, agent, schedule, and retry summary. The final send action launches the batch or schedules it for the selected time. Merely opening Review does not launch it.

Use Save draft when the batch needs another review. Reopening a draft preserves its future start time. If that time has passed, the composer clears it and shows a notice in Schedule so you can choose again. Saving a draft does not start calls, even if it includes a planned start time.

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Review Recipients After Changing The Agent

Changing the selected agent or version while preparing a new batch or editing a draft requires another recipient review. Recheck column mappings, dynamic variables, optional name cleanup, and phone validation for the new selection. Finish the review before saving or starting the batch. The agent and version can change only while the batch remains a draft. Once it leaves draft, the version stays pinned and publishing the agent again does not change it. You can change the From number separately while the batch is draft, scheduled, or paused, as described below. To call recipients with a different agent after completion or cancellation, retrigger the batch and review the new batch.

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Review Before Starting

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Launch Questions

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Verify The Launch

Confirm the campaign moves to the expected status, the scheduled time uses the intended timezone, calls appear in Call History, and paused or cancelled controls behave correctly on a test campaign.

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Launch Troubleshooting

If the campaign does not start, check KYC, wallet balance, outbound number assignment, published agent version, schedule time, retry count and interval, recipient validation, and available workspace calling capacity. Multiple batches can run concurrently. A successful create request does not promise immediate dialing; schedule eligibility, preparation, and workspace capacity still apply.

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Change the From number

Use this when a draft, scheduled, or paused batch should call from another outbound number attached to the same agent.

1. If the batch is running or waiting, pause it and wait for its in-progress calls to finish.
2. Open the batch controls and choose Change number.
3. Select one of the agent’s outbound numbers. The existing selection is marked Current.
4. Choose Use this number, then reopen the batch to verify the saved choice. Resume a paused batch only when ready.

Undialed calls and parked retries use the new number. Calls already placed keep their original number, and the agent version and batch status stay unchanged. Completed or cancelled batches cannot change numbers. API clients can use Change Batch Call Phone Number.

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