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Audiences are contact lists used for campaigns. Create an Audience with phone numbers and optional data, then use it across multiple campaigns.

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Location

Left Sidebar → Deploy → Audiences

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Creating an Audience

→ NEEDS PLATFORM INFO: Audience creation interface

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Step 1: Start Creation

Click “Create Audience” button.

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Step 2: Basic Details

FieldDescriptionExample
NameAudience identifier”Q4 Leads”
DescriptionOptional notes”Leads from October event”

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Step 3: Add Contacts

Two methods: Upload File:
  • CSV or Excel
  • Must include phone column
  • Can include any custom fields
Manual Entry:
  • Add contacts one by one
  • Good for small lists

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Step 4: Map Fields

After upload, map columns to fields:
Your ColumnMaps To
”Phone Number”phone (required)
“First Name”name
”Account ID”account_id
”Amount”amount
Custom fields become variables: {{account_id}}, {{amount}}

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Step 5: Save

Click Save to create the Audience.

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File Format Requirements

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Required Column

  • Phone number — In any standard format

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Optional Columns

Any additional data you want to use as variables:
  • Name
  • Email
  • Appointment date
  • Account number
  • Custom fields

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Example CSV

phone,name,appointment_date,amount
+15551234567,John Smith,2024-07-20,150.00
+15559876543,Jane Doe,2024-07-21,225.00
+15555555555,Bob Johnson,2024-07-22,175.00

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Using Variables from Audiences

Audience data populates agent variables: In your agent prompt: 
Hi {{name}}, this is a reminder about your appointment on {{appointment_date}}.
Your balance is ${{amount}}.
During the call: 
Hi John Smith, this is a reminder about your appointment on July 20th.
Your balance is $150.00.

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Best Practices

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Data Quality

DoDon’t
Verify phone numbersUse invalid numbers
Keep data currentUse stale lists
Standardize formattingMix formats

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Phone Number Formatting

Include country code when possible:
  • Good: +15551234567
  • Okay: 5551234567
  • Bad: 555-1234 (incomplete)
Ensure you have appropriate consent to contact everyone in your Audience.

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What’s Next

Using with Campaigns

Connect to campaigns

Creating a Campaign

Start calling