Launching Personalised Outbound Call Batches

🌍 Please note: This feature is currently only available to customers in the UK and US.

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Uploading High-Volume Contact Lists via CSV

For proactive campaigns - such as welfare checks, appointment reminders, or service reviews - practitioners can upload batch lists directly to Beam Talk.

Preparing Your CSV File

To run a personalised outbound campaign, structure your CSV file with the required columns:

Column Name	Required?	Format / Description
phone_number	Yes	Phone number including international code (e.g., [phone]).
assignee	Optional	Name or ID of the team member who should own the resulting Note.
client_id	Optional	Resident PER ID or Reference Number (will appear in the Note title).

Tip: Beam Talk automatically formats UK mobile and landline numbers by applying the +44 international country code if omitted, preventing call failure issues.

How to Trigger a Batch

1. Navigate to the Outbound Calls section of your agent dashboard.

2. Upload your prepared CSV file.

3. Review the Row-Count Preview and validate the entry formatting.

4. Click Start Batch. Beam Talk will run concurrent outbound calls, pacing through your list automatically while logging individual call summaries into your queue.