GuideJan 22, 20265 min read

From CSV to Calls in Minutes

How to go from a spreadsheet of contacts to a live AI calling campaign — without any technical setup.

LeadsCaller Team

Product & Growth

The old way was painful

Running a cold calling campaign used to mean hiring reps, training them for weeks, setting up phone systems, writing scripts, and hoping they actually followed the process. A 5,000-contact campaign might take a team of 10 reps an entire month to get through — and that's if nobody quits halfway through.

Even with auto-dialers, you still needed humans on every call. The overhead was massive, the results were inconsistent, and scaling meant hiring more people. It was a model that only worked for companies with big budgets and bigger patience.

Preparing your contact list

All you need is a CSV file with your contacts. At minimum: name and phone number. But the more context you provide, the better your AI conversations will be. Add columns like company name, what they inquired about, their location, or any other relevant detail.

LeadsCaller automatically maps your columns during import. It detects phone numbers, names, emails, and custom fields. You can also tag contacts with campaign-specific labels so you can track performance by segment later.

Import, configure, and launch

Upload your CSV, pick the AI agent you want to use (or create a new one), and configure your campaign settings. Choose your calling hours, set the pace (how many simultaneous calls), and decide what happens with different outcomes — transfer hot leads, book callbacks for warm ones, and mark cold ones for follow-up.

The whole setup takes about 5 minutes. Once you hit start, the AI begins working through your list. You can watch calls happen in real time from your dashboard, or just check back later to see the results.

Monitoring your campaign live

LeadsCaller's live dashboard shows you everything as it happens. You can see which contacts are being called right now, which calls are in progress, how long each conversation is lasting, and which leads have been qualified. It's like watching a call center floor — except there are no humans and no chaos.

If something isn't working, you can adjust on the fly. Pause the campaign, tweak your conversation guide, change the calling pace, or update your qualification criteria. Changes take effect immediately — no need to retrain anyone.

What happens after the campaign

When your campaign finishes, LeadsCaller generates a complete report. You'll see total calls made, connection rate, average conversation length, qualification rate, and how many leads were transferred or booked for callbacks.

Every call has a full transcript and AI-generated summary. You can filter by outcome, search for specific topics mentioned in conversations, and export everything to your CRM. The data tells you exactly what worked, what didn't, and how to make your next campaign even better.

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