Uploading Records & Mapping Variables
For CSV campaigns, this is the most important step. Getting the file format right and mapping columns correctly is what allows the agent to personalise every call.
In this series
Step 1 - Name Your Campaign & Select an Agent
Before uploading records, you complete two quick configuration fields.
Campaign Name
Use a name that tells you the audience, product, and timeframe at a glance. You will be searching for this campaign weeks later - make it findable.
Select Agent
The agent you select controls the entire conversation - what it says, how it handles objections, which language it speaks, and how it classifies call outcomes. Make sure the agent is already published before creating the campaign.
Step 2 - Upload Your CSV
Drag and drop your CSV file into the upload area or click to browse. The minimum required field is a phone number. Any additional columns are passed as variables to the agent during each call.
Recommended File Format
Include a header row with descriptive column names. Below is a typical collections campaign CSV:
| phone_number | customer_name | amount_due | due_date |
|---|---|---|---|
| 919876543210 | Priya Sharma | ₹4,500 | 15 Jun 2026 |
| 919123456789 | Rahul Mehta | ₹12,000 | 20 Jun 2026 |
| 918765432109 | Anita Verma | ₹2,200 | 18 Jun 2026 |
Pre-upload Checklist
Run through this before every upload to avoid wasted calls and mapping errors:
Step 3 - Map CSV Columns to Agent Variables
After a successful upload, RevRag AI displays a mapping screen. Each column in your CSV appears on the left; you match it to the corresponding agent variable on the right.
| CSV Column | Agent Variable | Notes |
|---|---|---|
| phone_number | Phone Number | Required. Must contain a valid dial-able number. |
| customer_name | customer_name | Used in the greeting: "Hi Priya, I'm calling about…" |
| amount_due | amount_due | Passed to the agent for collections scripts. |
| due_date | due_date | Passed to the agent for date-specific messaging. |
Why Correct Mapping Matters
Accurate mapping is what turns a generic call into a personalised one. With correct mapping, the agent can say:
"Hi Priya, I'm calling regarding your pending payment of ₹4,500 due on June 15. Can I help you arrange that today?"
Without correct mapping, the agent falls back to generic placeholders - reducing trust and call conversion rates significantly.
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