Dialer Controls
Everything you can do during a session to manage your dialer run.
Overview
Once a dialer session is live, the session screen gives you a small, focused set of controls: a way to move to the next contact, a way to handle the call in front of you, and a way to log what happened. This page covers each one.
The Multi-line Dialer is a $90/month module. See Pricing Plans for details.
How It Works
Auto-Dial
The Auto-Dial toggle controls whether the dialer automatically moves to the next contact once the current batch resolves. It is off by default.
When Auto-Dial is on, choose a delay before the next batch starts: Instant, 3 seconds, 5 seconds, or 10 seconds. Use a short delay if you need a moment to finish a note before the next contact starts ringing.
When Auto-Dial is off, press Dial Next Batch whenever you're ready to move on.
Mute and Hang Up
Mute silences your microphone during a connected call without ending it. Hang Up ends the current call immediately.
Call Outcomes
Six outcome buttons let you log what happened on a call with one click, so the result is recorded against the contact right away.
Line Count
Your line count — 2 to 4 — is set once on the dialer screen before you start a session. It cannot be changed while a session is running. To dial with a different number of lines, end the current session and start a new one.
Pool Health Indicator
The pool health indicator shows whether your calling capacity is operating at full strength. If the indicator shows a warning, it means available lines may be temporarily reduced. The dialer continues to function but may dial more slowly until the condition clears.
If you see a persistent pool health warning, contact support if the issue does not resolve within a few minutes — your line count is fixed for the session, so there's no mid-session adjustment to make on your end.
End Session
Pressing End Session hangs up any call still in progress immediately and stops the dialer. There is no grace period for active calls to finish — only end a session when you're actually done, not to take a quick break.
Tips & Best Practices
- Set your line count before you start. It's the one setting you can't change mid-session, so pick 2–4 based on how many numbers your contacts typically have on file.
- Turn on Auto-Dial once you're comfortable. An Instant or short delay keeps you moving between contacts without needing to click Dial Next Batch every time.
- Log the outcome before moving on. The outcome buttons are the fastest way to keep your contact records accurate for later follow-up.
- Monitor the pool health indicator. A healthy indicator (green) means your session is running at full capacity.
- Treat End Session as final. It hangs up whatever's live the moment you press it.