Reactivating your database: bulk-enrolling old leads into a SAMI Bot
Re-qualify a list of aged or dormant leads at scale by bulk-enrolling them into a SAMI Bot.
Sitting on hundreds of old leads you never called back? You can hand the whole list to a SAMI Bot, let it re-qualify everyone by phone, and route the people who re-engage straight to your agents — without blasting your entire database at once.
How database reactivation works
Reactivation runs in three moves: build a focused list of aged or dormant leads, start a SAMI Bot on them in bulk, and let the bot pace itself so calls trickle out instead of firing all at once. SAMI works each lead like a fresh inbound — greeting, qualification questions, and a transfer offer — then admitted leads who re-engage get handed to your team.
Because these are old contacts, pacing and timing matter more than volume. SAMI only calls inside your bot's callback window and drips enrollments one at a time, so you protect your phone numbers and stay reachable.
Build your target list
Start narrow. A tight, well-defined segment converts better than dumping every stale record into the queue.
Open your contacts
Go to Contacts and filter down to the leads you want to revive — for example, no activity in 6–12 months, a specific lead source, or an aged stage.
Save it as a list
Save the filter as a reusable segment from Saved Searches so you can re-run the same reactivation list later.
Scrub for compliance
Remove anyone on a do-not-call list, with bad numbers, or without consent to be contacted. Reactivating a list you can't legally call is the fastest way to a spam label.
Old leads are higher-risk than fresh ones. Only enroll contacts you have a lawful basis to call, and keep your daily volume modest — calling above 70 calls per phone number per day raises spam-label risk.
Bulk-enroll the segment into a SAMI Bot
Enrollment is kicked off from the contacts list, where you pick the bot and confirm the pace.
Select your leads
In Contacts, open your saved segment and select the leads you want to enroll.
Choose a SAMI Bot
Pick the bot from the Choose SAMI bot dropdown in the toolbar. Use a bot whose qualification questions and transfer script fit a re-engagement conversation — see your bots in SAMI Bots.
Start SAMI and confirm the pace
Click Start SAMI. A confirmation shows how many leads will enroll, the drip pace (one enrollment every few minutes during 8:00 AM – 7:00 PM in your org timezone), and that higher-priority new leads and scheduled follow-ups may go first. Confirm to queue the cohort.
SAMI only calls inside the bot's callback window — by default 8 AM to 8 PM in the bot's timezone. Set this on the bot itself in SAMI Bots so reactivation calls never land at an awkward hour.
Monitor and route the results
Once a cohort is queued, track it from the Bulk Enrollments page. Each row shows the bot, status, progress, pace ("Every N min"), and the next scheduled admission.
Open a cohort with View to see its detail. The progress bar shows how many leads have been admitted, and three tables break the list down into Admitted / enrolled, Queued / pending, and Canceled / skipped / failed — the last one surfaces the reason a lead didn't go through. From the detail header you can Pause a running cohort, Resume a paused one, or Cancel it entirely if you need to stop the outreach.
Leads who re-engage are qualified and handed off per your bot's transfer settings, so your agents only spend time on the contacts who came back to life.
Run reactivation in waves. Enroll one segment, watch it land on Bulk Enrollments for a day, then enroll the next. Smaller batches keep your numbers healthy and give you a read on response before you scale up.
Related articles
Last updated 2026-06-21