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Bulk enroll leads into a bot

See how SAMI start admits large lead batches into a bot gradually, and pause or cancel an in-progress enrollment.

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When you queue a large batch of leads for a bot at once, SAMI doesn't call them all in the same minute. Instead, it groups them into a cohort and admits them gradually on a steady drip pace. The Bulk Enrollments page is where you watch that happen and step in if you need to.

Why leads are admitted gradually

Sending hundreds of calls at the same instant would overwhelm your phone numbers and flood your team with simultaneous live transfers. So when many leads enter a bot together, SAMI start collects them into a cohort and releases them on a drip schedule — for example, a handful every few minutes — until the whole batch has been admitted. This keeps call volume steady and your numbers in good standing.

You'll find this view from SAMI Bots, on the Bulk Enrollments page. It shows org-level SAMI start cohorts and their queued admissions.

Each cohort is created automatically when SAMI detects a batch of leads entering a bot. You don't build cohorts by hand — you manage the ones SAMI creates for you.

Read the cohorts table

Open Bulk Enrollments to see every cohort for your organization. Each row shows:

  • Bot — the bot the batch is enrolling into (or "Multiple bots" when a cohort spans more than one), with a short source summary underneath.
  • Status — detecting, queued, running, paused, completed, canceled, or failed.
  • Progress — admitted versus total (for example, 40 / 200) with a percent-complete bar.
  • Pace — how often the next leads are released, shown as "Every X min".
  • Next admission — when the next batch goes out, or "Not scheduled" if nothing is pending.

Open a cohort to see its leads

Select View on any row to open the cohort detail. The summary at the top repeats progress, status, pace, and next admission, and below it leads are split into three lists.

  1. Check who's already enrolled

    The Admitted / enrolled list shows leads SAMI has already released to the bot, with the time each one was admitted.

  2. See who's still waiting

    The Queued / pending list shows leads waiting for a future admission — these are still on the drip and haven't been called yet.

  3. Review anything that didn't go through

    The Canceled / skipped / failed list appears when leads dropped out of the batch. The Issue column explains why a lead failed, so you can fix the underlying contact and try again.

Pause or cancel an enrollment

The action buttons sit at the top of the cohort detail page, next to the bot name.

  1. Pause to hold the queue

    Select Pause while a cohort is detecting, queued, or running. Leads already admitted keep their calls, but no new leads are released until you resume.

  2. Resume when you're ready

    Select Resume on a paused cohort to put its waiting leads back on the drip and start admitting again.

  3. Cancel to stop it for good

    Select Cancel to stop the enrollment entirely. Every lead still waiting is canceled and won't be called. Leads already admitted are unaffected, and a canceled cohort can't be resumed.

Cancel is final — there's no resuming a canceled cohort. If you only need a temporary hold, use Pause instead so you can pick up where you left off.

If leads aren't being admitted at all, confirm the cohort isn't paused and check the failed list for a recurring issue before reviewing your bot setup in SAMI Bots. You can also revisit the source segment in Contacts or its Saved Searches to confirm the right leads were queued.

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Last updated 2026-06-21

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