In this article, you'll learn how AI Sales Dialer: Sequential Mode (1 line) works and discover the actions agents can perform while dialing through campaigns.
User level:
Agent
Understanding AI Sales Dialer: Sequential Mode
AI Sales Dialer: Sequential Mode (1 line), also known as a preview dialing workflow, allows agents to engage contacts one at a time as part of an organized campaign. Agents can review contact details before each call and manually decide when to start the next one.
By disabling automatic dialing, agents can:
Review the contact profile
Start the call when they are ready
Log a call outcome (disposition)
Move to the next contact in the queue
To create a Sequential Mode campaign within AI Sales Dialer, follow the comprehensive guide on Configuring the CloudTalk Dialer Campaign Guide and ensure the "Parallel Calling" setting remains disabled.
Dialling calls
With Sequential Mode, your agents have full control over each call. They decide exactly who to dial and when, ensuring a focused approach to every interaction.
Once a call is underway, agents can use any necessary active call features. During the call and throughout the wrap-up time, they can complete additional campaign and call-related tasks, such as:
Select campaign dispositions: Agents choose the outcome of the call
Select call tags: Agents can apply relevant tags for future analysis.
Write call-related notes: They can jot down important details from the conversation.
⚠️Selecting a call disposition is mandatory for all calls made through the AI Sales Dialer: Sequential Mode (1 line). The system won't let the agent move to the next call until a disposition is selected.
🚀 Ready to launch your AI Sales Dialer Sequential Mode campaign? Dive into our Dialing Calls Through CT Dialer guide to explore the dialer interface and learn how to make the most of every outbound call.
After finishing all actions, the agent simply clicks the Next call button in the top-right corner of the dialer to move to the next contact in their queue.
If there are no more contacts to call, the agent will automatically be redirected to the statistics page, where they can review the results of their calling session.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!