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Follow these steps to upload a Phone List


    1. Navigate to Phone List.
      • Go to Agent Bot from the main menu.
      • Click on Outreach > Phone List

    2. Upload your Contact List
      • Click Upload your List .



      • Then click Download Sample Template to get the CSV format.

      • We recommend using Google Sheets instead of Excel to avoid formatting or compatibility issues.

      • Open Google Sheets

      • Go to File > Open > Upload and upload the downloaded CSV file.

        Fill in the columns as follows: "First Name", "Last Name", "Company Name", "email", "phone". Phone column should have a single valid phone number with the country code (without the + sign).

      • After entering details, click:

      • File > Download > Comma Separated Values (.CSV)

      • Go back to the Upload Your List screen.
      • Drag and drop or upload your CSV file and click Save



      • Your phone list is now ready!