The first step in creating a campaign is providing the list of contacts you want to call. Atllas accepts contacts via CSV upload or a connected CRM.
Your CSV must include at minimum a phone number column. All other columns are optional but improve personalisation.
Required Column
| Column | Description |
|---|
phone | The contact’s phone number. Accepted formats: +15551234567, 5551234567, (555) 123-4567 |
Recommended Columns
| Column | Description |
|---|
first_name | Used to address the contact by name during the call |
last_name | Combined with first name for full personalisation |
email | Used for email follow-ups if configured |
company | Adds business context to the conversation |
notes | Any additional context the AI should know about this contact |
Uploading Your File
- In the campaign creation flow, click Upload Contacts
- Drag and drop your CSV or click to browse
- Map your columns to the expected fields in the preview step
- Review the contact count and click Confirm
The portal shows a preview of the first few rows before import. Check that phone numbers and names have mapped correctly before proceeding.
Import from AI CRM
Instead of uploading a CSV, you can pull contacts straight from your AI CRM. In the contacts step, switch to the CRM tab, search by name or company, and select the contacts you want to include.
Contacts imported this way are referenced by ID rather than copied — the campaign stores a pointer to the CRM contact and resolves their phone number, name, and other personalisation fields at call time. Practical implications:
- If you update a contact in AI CRM (correct a misspelled name, fix a phone number) before the call is placed, the campaign will use the updated info.
- The same contact can be added to multiple campaigns without duplicating data.
- A contact must have a phone number on file in AI CRM to be eligible.
Once uploaded, you can remove individual contacts from the list before launch. Contacts cannot be added or removed after a campaign has started.
Do Not Call (DNC) Filter
When the DNC filter add-on is enabled for a campaign, Atllas checks each contact’s number against the US National Do Not Call Registry before dialing. The check costs 0.03perrecipient∗∗,witha∗∗0.50 minimum charge per campaign (a payment processor minimum). Numbers found on the registry are skipped and marked as DNC in the results — and refunded automatically since they never connected.
The DNC filter runs against each campaign’s recipient list at launch time. There is no account-wide DNC list to maintain — enable the filter on each campaign where you want it to run. 
