Importing Leads

To run large outbound campaigns, you need to import your contact lists into Caller AI. The system accepts standard CSV (Comma Separated Values) files.

CSV Formatting Guidelines

Your file must have a header row. The column names in your CSV will become the variable names you use in your prompt.

phone_number	first_name	company_name	amount_due
+15550192834	Alice	Tech Corp	$500.00
+15559998888	Bob	Design Co	$120.00

Required Field: You MUST have a column mapped to phone_number.
Format: E.164 format is preferred (e.g., +15551234567), but the system will attempt to auto-format US numbers like (555) 123-4567.

The Import Wizard

Navigate to Leads -> Import to start the process.

Step 1: Upload File

Drag and drop your CSV file. Max file size is 50MB (approx. 100,000 rows). For larger lists, split them into multiple files.

Step 2: Map Columns

Caller AI will try to match your CSV headers to system fields.

Phone Number → Map to `phone_number` (System Field).
Name → Map to `first_name` (System Field).
Other Columns → Map to "Custom Variable."

Step 3: Handling Duplicates

You must decide what to do if a phone number in your CSV already exists in your database.

Update (Recommended): Overwrite the existing lead's data with the new info from the CSV.
Skip: Ignore the row in the CSV and keep the existing data unchanged.

Using Variables in Your Prompt

Once imported, you can use the column headers as dynamic variables in your assistant's System Prompt.

Example Prompt Usage "Hi {{first_name}}, I'm calling about the outstanding balance of {{amount_due}} for {{company_name}}."

Importing via API

For developers who want to push leads programmatically (e.g., from a web form), use the `/contacts` endpoint.

POST https://api.callerai.com/v1/contacts
Payload: { "phone_number": "+1...", "first_name": "John", ... }