AI Sales Dialer
Set up, run and measure outbound campaigns with the AI Sales Dialer
By Valeriia1 author17 articles
Getting started
What the AI Sales Dialer is, which plan you need, and how to switch from Power Dialer
- AI Sales Dialer overviewWhat the AI Sales Dialer is, sequential vs. parallel mode, and how it differs from Power Dialer, AI Sales Dialer Legacy, and Smart Dialer.
- AI Sales Dialer: Plans, add-ons and how to get accessWhich add-on unlocks the AI Sales Dialer and parallel dialing, how accounts get enabled, and what to check if the Dialer is missing.
- Migrating from Power Dialer / AI Sales Dialer LegacyWhat changes when your account moves to the new AI Sales Dialer, how the switch happens, and answers to common migration questions.
- Parallel Calling seatsHow Parallel Calling seats work in the AI Sales Dialer: who needs one, how to check seat status, and how to get more.
Setting up campaigns
Build your audience, choose a dialing mode, and configure dispositions, scripts, and agent controls
- Setting up a campaignCreate and configure an AI Sales Dialer campaign step by step: audience, calling setup, dispositions, agent controls, and activation.
- Sequential mode (1 line)Run one call at a time in the AI Sales Dialer: how sequential mode works, when to use it, and how it differs from parallel mode.
- Parallel mode (2+ lines)Dial up to 5 contacts at once with voicemail detection, multi-number rotation, and automatic voicemail drop in the AI Sales Dialer.
- How contacts are prioritizedHow the AI Sales Dialer decides who to call next: priority tiers, source ranking by drag order, and the Prioritize fresh contacts setting.
- Duplicating a campaignCopy an existing AI Sales Dialer campaign's settings into a new one, and see what is and isn't carried over.
- Call ScriptsCreate and manage call scripts, assign them to AI Sales Dialer campaigns, and see how agents use them during calls.
- SurveysCreate and manage surveys, assign them to AI Sales Dialer campaigns, and review or export the answers
Running campaigns
Dial through your campaign queue and record every outcome, one call at a time or in parallel
- Running a campaignA guide for agents: start a session, work your queue, set dispositions, use call controls, and end your session in the AI Sales Dialer.
- Dispositions and outcomesHow dispositions and outcome types work in the AI Sales Dialer, including system dispositions, CRM mapping, and importing from another campaign.
- Scheduled callbacksSchedule, pin, reschedule, and cancel callbacks in the AI Sales Dialer, and understand when they come back to the queue.
- Conversational Intelligence in the AI Sales DialerSee AI-generated topics, call summaries, and sentiment on past calls inside the AI Sales Dialer when Conversational Intelligence is enabled.
Statistics and reporting
See how your campaign is converting and where your agents' time is going