Dialer

How to use this page

1. 1

   Open the dialer from a campaign

   From a campaign page, open the Dialer tab or link. The setup screen shows calling hours policy, dial mode (Single or Double), phone type and time zone filters, and how many contacts match your filters after recycle rules. You must be within allowed calling hours to start a session.

2. 2

   Configure audio devices before you start

   On the setup screen, click Audio settings to open Audio settings. Pick your microphone from the dropdown (or leave System default). The live level bar moves when you talk, confirming your mic is working. Pick your speaker from the dropdown and click Test speaker to hear a test tone. Close the panel when ready. Your choices save automatically and apply the next time you open the dialer.

3. 3

   Configure disposition follow-up and meeting-booked email templates (client level)

   These templates are configured once per client, not in the dialer and no longer per campaign. Open Settings > Email Templates and use the Default email templates tab; every campaign under that client inherits them. Call follow-up emails cover each disposition (Asked for Info, Interested, objections, and more). Meeting-booked emails include the Hand-off (to the meeting owner) and Confirmation (to the prospect) that prefill in the dialer when a meeting is set. Tick a row to enable it, click Edit to write Subject and Body in the rich-text editor, and use Fields to insert {FirstName}, {Company}, {Title}, {SenderName}, {DealName}, and {OwnerName} (meeting-booked only). For call follow-ups, set Send automatically or Rep sends manually. Meeting-booked emails are always manual. Click Save templates. You can also define Custom dispositions for this client there: extra cold-call outcomes (with optional follow-up emails) that the rep will see in the dialer's disposition dropdown.

4. 4

   Configure the session

   Pick Single Dial or Double Dial, your outbound lines, which phone types to dial, and time zone filters. Review the calling hours banner at the top and the contact count (for example, 7 of 7 contacts will be dialed). Contacts inside the campaign recycle window are excluded automatically, including when you manually pick contacts. Click Start Single Dial Session or Start Double Dial Session when ready. DNC compliance runs automatically unless disabled for the campaign.

5. 5

   Scan prospect insights in the contact panel

   The left contact panel leads with who you are calling: name, title, and company in the header, then email, LinkedIn, and website. On referral contacts, a blue Referred by badge with the referrer's name appears between the identity block and the phone numbers, so you can mention the original prospect by name when you call the new contact. The phone numbers sit directly under that identity block, pulled to the top so you see the numbers without scrolling. On the line that will be dialed you see four phone status badges so you always know exactly which number is being dialed: a gold Up next pill when a number is selected but not yet dialed, a blue pulsing Calling pill while the line is connecting or ringing, a green pulsing On call pill while that line is live, and an indigo Just called pill for the number that was dialed right after a call ends (before you move on). This keeps the dialed number visible while you log the call or copy it for a referral. Below the phones is the details block: an at-a-glance strip summarizes the firmographic context not shown elsewhere (location, company size, and management level in one line, when data exists), and the Company Intel card with AI-generated industry and talking points sits under it. Title, company, and industry are not repeated in the strip since title and company are in the header and industry lives in Company Intel. Tap the refresh icon to generate or regenerate stats. Role, Location, and Company field groups stay collapsed when empty. Click Show all fields to expand every editable field, or Hide empty fields to collapse them again. Every field in the panel is editable inline: click a name, title, company, email, phone number, or the ext. box next to the direct number, type your correction, and it saves to the contact right away. This is how you fix a bad number or add a missing extension without leaving the call. Edits you save here also update the email composer, merge tags, and meeting hand-off right away, so if you fix a bad email address mid-call the next Send Email goes to the corrected address, with no need to reload. Each edit box clears when you move to the next prospect, so a value you typed for one contact never carries over to another. If an inline edit ever fails to save, the field keeps your typed value and shows a small not saved tag; click it to edit and press Enter to retry rather than losing the change.

6. 6

   Understand what each contact status means

   Every contact has a status (Uncontacted, Attempting, Asked for Info, Interested, Meeting Set, an objection reason, and so on). The dialer now explains each one so you do not have to guess. Hover the status badge in the contact panel to read a one-line description in a tooltip. When you open the status dropdown to change it, each option shows that same plain-English description as a smaller second line under its name, so you can see what Attempting or Asked for Info actually means before you pick it. For example, Attempting first contact means outreach has started but you have not had a real conversation yet, and it moves on automatically once you connect or they respond.

7. 7

   Log a custom disposition your client defined

   If this client has set up custom dispositions (Settings > Email Templates > Default email templates), they appear at the bottom of the disposition dropdown in a Custom group, with a small hint showing whether each counts as a connection. Pick one just like a built-in disposition when the call had an outcome the standard list does not cover. A custom disposition is call-log only: it records the outcome (and counts toward dials or connections per how it was set up) but never changes the contact's status, and it can carry its own follow-up email that loads or sends like any other call follow-up. Custom dispositions are per client, so reps on other clients will not see them.

8. 8

   Follow the call script during live calls

   Open the Call Script tab in the center panel (it stays the default tab when a prospect connects). Each section shows a colored title (gold for flow, red for objections, blue for prospect questions) and the spoken lines with merge tags filled in for the current prospect ({FirstName}, {Company}, {Title}, {SDRName}, and {SenderName}). {SDRName} and {SenderName} use your profile first name (the logged-in SDR), not the mailbox display name under Calling as. Optional strategist notes appear below the spoken text when configured. The active section highlights as AI listens to the conversation. While live transcription is on, look for the Live transcription bar under the Dialer header in the right panel (or the gold Live pill on the Transcript tab) when you want captions. You only see what to say on the call; internal when-to-use metadata stays behind the scenes for the script tracker. A pinned Notes dock sits at the bottom of the Call Script tab in its own card with a border, rounded corners, and an orange Notes heading. When closed, the toggle reads Take notes while you read and the chevron points up (click to expand). When open, it reads Collapse with the chevron pointing down. Expand the dock to take call notes while reading the script without leaving the tab. If a strategist formatted a section (bold, italic, or strikethrough) in the Playbook or Calling Scripts tool, that formatting shows here too, so an italicized stage direction reads as an instruction rather than a line to say out loud.

9. 9

   Read the live transcript during calls

   Turn on Transcription in the dialer header (on by default). When a prospect connects, the dialer keeps you on the Call Script tab instead of auto-switching. Click Transcript anytime to read live captions (during post-call review the Transcript tab shows captions only; disposition review stays in the right sidebar), or click the Live transcription bar under the Dialer header in the right panel (pulsing gold dot, Transcript pill) to open captions in one click. While transcription is capturing and you are still on Script, the Transcript tab shows a gold Live pill so you know captions are running. Prospect speech appears during Single Dial active calls and during Double Dial human check and on-call phases, before you click Human. After you click Human on a double-dial line, prospect transcription restarts for clean post-switch audio. The Call Script tab still auto-highlights the active section from the same transcript. If captions are off, the Transcript tab shows a prompt to turn Transcription on.

10. 10

    Watch the connection quality dot during calls

    While a dial is connecting, ringing, or live, look for the traffic-light dot in the top stats bar (between Pause and the On Call badge). Green means the connection is healthy. Yellow means one quality issue (hover for the label, such as High latency or Choppy audio). Red means a severe problem or multiple issues, and the dot pulses. If you see No prospect audio, wait a few seconds after IVR or screening before troubleshooting. The indicator hides during post-call AI analysis.

11. 11

    Adjust audio settings during a call

    During an active call, click the Audio settings button in the caller ID area (upper right of the dialer panel) to open Audio settings at any time. Pick a different microphone or speaker, watch the live level bar respond to your voice, or play a test tone. Closing the panel keeps your new selection for the current call and saves it for your next session.

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    Work each contact (Single Dial)

    The center panel also holds the live transcript (open the Transcript tab when you want captions), notes, website preview, activity, email composer, and meeting instructions. The right column is the dialer: click Start Call to dial the selected number. You hear client-side ringback while Single Dial is connecting or ringing. While ringing, the dialer polls Twilio every two seconds so a real IVR or auto-attendant pickup can promote to On Call without waiting for the ring timer. When the line answers and recording disclosure is required, a Line Answered panel asks Live person or voicemail? with Live Answer, Voicemail, and End Call. Choose Live Answer for a real person (disclosure plays, then the green End Call button appears). Choose Voicemail for a greeting (logs Voicemail and advances). While On Call after Live Answer, click End Call when you are ready to hang up and log the result. Review Call Result opens right away so you can confirm disposition while AI analysis runs. If the prospect hangs up first, review opens automatically. Use No Answer for rings with no pickup. If nobody answers before the campaign Call Timeout elapses (set on the campaign Settings tab, default 30 seconds), the dialer logs Did Not Answer and auto-dials the next number or advances to the next contact without opening Review Call Result. Click Invalid Number when the carrier says the line is disconnected; Single Dial logs immediately and tries the next number or contact, same as Double Dial. AI analysis can suggest Wrong Number or Wrong Phone Number on live calls. In Review Call Result (End Call and AI paths only), the Did not connect group lists Did Not Answer, Busy Signal, Voicemail, and Wrong Number. Before you start the call, Single Dial also shows a Skip Contact button whenever there is a next contact in the queue. Click it to move past the current prospect without calling, for example when you have decided this one is not worth a dial right now. It uses the same advance as a logged skip, so the queue moves forward by one contact and you can undo it the usual way.

13. 13

    Dial hands-free with keyboard shortcuts

    A shortcut legend sits under the dial pad toggle so the keys are always in view. Press Enter to dial the selected number on the pre-call screen, and Enter again on Review Call Result to confirm the logged disposition (it only fires once a disposition is set and the call is not still analyzing). Press E to end the current call, N to log no answer and jump to the next contact, and S to skip the current contact without calling (Single Dial, when another contact is queued). M toggles mute during an active call and P pauses or resumes auto-dialing. On the review screen, number keys 1 through 9 pick the matching disposition from the list. Every shortcut mirrors the exact rules of its button, so a key does nothing when its button would be hidden or disabled. Shortcuts are ignored while your cursor is in a text box, while a modal (audio settings, incoming call, or the session summary) is open, and while the dial pad is capturing digits mid-call.

14. 14

    Jot quick notes during a live call

    While a call is connected, a Quick notes strip appears at the top of the right panel so you can capture what the prospect says without leaving whatever center tab you are on. It shares the same draft as the Notes tab, so anything you type here shows up there too, and it saves to the contact automatically when you advance to the next contact or end the session. Click Open Notes tab to jump to the full Notes view. The strip hides while you are already on the Notes tab (you are editing the same note there).

15. 15

    Try another number on the same prospect

    When a prospect has more than one phone type in your filters (for example, Mobile then Direct), several outcomes try the next number before advancing: no answer, voicemail, busy, invalid number, and AI-detected wrong number or wrong phone number. No Answer shows two choices: No Answer, Call Direct (or the next phone label) and No Answer, Next Contact. Both Single Dial and Double Dial log immediately and auto-dial the next number on the same contact card when you choose Call Direct. Invalid Number, AI wrong-number, and Not Right Person dispositions follow the same pattern when another callable number exists. The recycle window does not remove the prospect from your queue until you move on to the next contact.

16. 16

    Confirm AI disposition suggestions after live calls

    After End Call or any path that opens Review Call Result, look at the right sidebar (not the Transcript tab). The review panel leads with the AI call summary, then the disposition controls. High or Medium confidence shows a confidence pill and pre-selects the dropdown. Low confidence shows a choose-disposition prompt, leaves the dropdown on Choose disposition..., and keeps Confirm disabled until you pick an outcome. When AI suggests Wrong Number, Wrong Phone Number, or Not Right Person, the amber caution banner still appears with outcome-specific guidance. Change the dropdown if needed; You changed this appears when your pick differs from the AI suggestion. Click AI got this wrong when the AI missed. AI can now auto-suggest Prospect Hung Up when a live person answered and then hung up before any real conversation, so review still opens for those calls even though they do not count as a connection. Low-risk queue-advance paths (no answer, invalid number, ring timeout, SSE auto-advance on both Single Dial and Double Dial) skip this panel and log immediately.

17. 17

    Pick the disposition while the AI is still analyzing

    You do not have to wait for the AI to finish. While the AI analyzing call banner is showing, a Know the outcome? Pick it now dropdown lets you set the disposition immediately. When you pick one, it locks in (a Locked in note appears) and the AI result only fills in the summary and coaching around your choice, it never overrides it. If the AI analysis fails entirely, your early pick is still kept (the flash reads AI analysis failed, kept your disposition) so a hiccup never costs you the outcome you already knew.

18. 18

    Review auto-logged call notes

    SalesHive appends a timestamped note on the contact when a call logs (for example, Call: 06/17/2026 04:10 pm, Did Not Answer). That happens immediately on low-risk queue-advance paths and when you click Confirm on Review Call Result or Meeting Booked. Open the Notes tab in the center panel to see it. Notes refresh each time you open the tab. If you change the disposition before confirming on a review path, the pending note updates to match.

19. 19

    Work a Double Dial pair

    Double Dial rings two contacts at once (Line A and Line B). The first pair in a session uses Twilio conference wait music while both lines ring. On every later pair in the same session, you hear client-side ringback instead. While both lines are ringing, the sidebar shows Waiting for answer with Skip Pair and End Dial Session. Above the action buttons, the What happened? panel lists each step of the pair in order (pair start, line dialing/ringing/connected, your choices, AI analysis, and auto-advance). Click the header to collapse it if you need more room. When the pair wraps or you end the session, that timeline saves to both call logs and replays on the Activity tab. Click Skip Pair to log both lines as Skipped and immediately dial the next pair. The first skip in a session needs no extra step. Later skips may open a quick reason check (every third skip), and heavy skip patterns require a reason before the next pair dials. When a line connects, the Human or Machine / Voicemail check appears and live prospect captions start right away (open the Transcript tab to read them; Script stays in front by default). Choose Human for a live conversation, or Machine / Voicemail when you hear a greeting (logs as Did Not Answer immediately). Hang Up Line drops the active leg: if the other line is still ringing or connected, you continue on that line; when both lines are finished, Hang Up Line opens Review Call Result instead of auto-advancing the pair. On a live conversation after Human, click End Call when you are ready to log. If one line ends first, the contact card and line cards auto-focus on the line still ringing or connected. When both lines end without a live conversation, a Both Lines Ended panel lists each line outcome (for example No answer or Busy), shows Review what happened below. Next pair in Xs with a live countdown (~4.2 seconds total), then auto-advances (click Continue Dialing Now to skip the wait, or Pause first to hold the queue). When both lines answer at nearly the same time, a gold banner names the active line and the dropped line, and each line card shows an Active line or Dropped pill so you know which leg you are working. Dispositions always log against the connected line's contact, even if you are viewing the other card. After you click End Call (or the prospect hangs up and review auto-opens), complete Review Call Result or Meeting Booked wrap-up before the next pair dials. Double Dial appears in setup only when your user account is enabled for double dialing; otherwise Single Dial is the only mode.

20. 20

    Answer occasional Skip Pair reason checks

    Double Dial only, while Waiting for answer. Your first Skip Pair in the session advances instantly. On every third skip after that, a modal titled Quick check - why skip this pair? lists six quick reasons (bad numbers, already contacted, bad fit, technical issue, quick break, or Other with a required note). Click Skip without reason to advance without logging a reason, or pick a reason and click Continue. If you skip pairs often in one session, the title changes to Why are you skipping pairs often?, a note warns your manager may review the pattern, a reason is required, and Skip without reason is hidden. The What happened? timeline shows You skipped this pair [reason] when you pick one.

21. 21

    Read the What happened? pair timeline

    Double Dial only. During an active pair (dialing through call review), look for the What happened? panel in the right sidebar above the action buttons. It opens expanded on each new pair and lists timestamped events: which contacts are on Line A and Line B, collision skip notes, each line dialing/ringing/connected/ended status, your Human, Machine, Hang Up Line, or disposition choices, Call ended opening review, AI analyzing call, AI disposition suggestion (or a prompt when confidence is Low), your confirmed disposition, Skip Pair, both lines failed, and auto-advance to the next pair. Your actions appear in standard text; AI lines use the AI accent color. Click the What happened? header to collapse or expand the list. The sidebar log is live-only for the current pair and clears when the next pair dials. When the pair wraps or you end the session, SalesHive saves the same timeline to both Line A and Line B call logs.

22. 22

    Review a saved pair timeline on the Activity tab

    After a Double Dial pair finishes or you end the session, open the Activity tab in the center panel for either contact in that pair. Scroll to the call row for that pair. The first call in the pair shows a collapsed What happened? panel with the saved event list from your session. Click the header to expand it and walk through line events, your choices, and AI analysis for coaching review. Both line call logs store the timeline, but Activity deduplicates it so you only see one panel per pair.

23. 23

    Switch between Line A and Line B

    During an active double-dial pair, use the Line A and Line B tabs at the top of the dialer or the clickable line cards in the right sidebar. Each card shows the prospect name, phone, human-readable line status (dialing, ringing, connected, No answer, Dropped, and so on), Active line or Dropped pills when both lines answered, and contact status. Click a card or tab to preview that prospect's contact panel, script, and notes. Switching is view-only: it does not hang up either live leg. The highlighted card shows which contact you are viewing; the action line (where dispositions apply) follows the connected or screening line automatically.

24. 24

    Use the dial pad for IVR and extensions

    The dial pad is pinned in a fixed footer at the bottom of the right column. Click Dial Pad to expand it or Hide Dial Pad to collapse it. Keys send DTMF tones to the prospect line (IVR menus, extensions, dial-by-name). The call stays connected while tones play and the prospect leg rejoins the conference. While a call is ringing or connected, you can also press 0-9, *, and # on your physical keyboard (ignored when focus is in a text field). Each digit you click or type briefly flashes gold on the matching pad button so you can see which tone was sent. The pad enables once dialing starts. On Double Dial during the initial ring-wait, the pad stays collapsed by default so Skip Pair and End Dial Session stay visible.

25. 25

    Understand skip banners during auto-dial

    When auto-dial tries to call the next contact but every number is blocked, a green flash banner appears at the top naming the contact and the reason: outside calling hours, DNC blocked, no numbers matching your filters, or the Pacific fleet cutoff. The dialer then advances to the next callable contact. On Double Dial, a similar flash may say Skipped N pair(s) on collision cooldown when the queue skips pairs that would re-dial the same contacts or company too soon.

26. 26

    Wait for the recording disclosure banner

    When the campaign requires a recording disclosure, Single Dial shows Line Answered first: click Live Answer before the TTS plays (Voicemail skips disclosure and logs as Voicemail). After Live Answer, a fixed gold banner appears: Recording disclosure playing, wait before your opener. On Double Dial, disclosure still starts only after you click Human and live transcription hears real prospect speech (not IVR, voicemail greetings, or screening bots). Do not start your pitch until the banner clears (~9 seconds Single Dial, ~7 seconds Double Dial). Machine / Voicemail on Double Dial does not trigger the disclosure.

27. 27

    Review non-meeting calls and send optional email

    After you click End Call on Single Dial (or review auto-opens when the prospect hangs up), Review Call Result appears with the subtitle Review the call summary, confirm or change the disposition, review follow-up email if shown, then continue. Pick a disposition if Low confidence left the dropdown blank, then Confirm or change the disposition (Did not connect options include Did Not Answer, Busy Signal, Voicemail, Wrong Number, Prospect Hung Up (a live person answered then abruptly ended the call before a real conversation), and Not Right Person when someone confirmed the contact is wrong, plus Referral when the prospect pointed you to a new contact to call). When you pick Referral, the review panel switches to a referral creation card (see Create a referral from a call). When a disposition follow-up template is enabled for that disposition, the review panel shows a full-width Follow-up email block with a template dropdown, merged subject, and a scrollable HTML body preview (formatted paragraphs, up to about 220px tall). Click Review follow-up email to open the Email tab with the same merged subject and full HTML body loaded in the composer (editable). Use Draft follow-up email when no template exists. On the Email tab, a banner reads Review the follow-up below. It sends automatically when you confirm and dial next (edit first if needed), or use Send Email now. Click Confirm to log the call and auto-send the drafted follow-up in one step. The Email tab has four sub-tabs: Auto, Reschedule, Hand-off, and Confirmation. Hand-off emails to the meeting owner always require Send Hand-off and auto-BCC the deal's strategist. Email is never required to continue dialing. Low-risk no-answer and invalid-number paths skip this panel and advance automatically. Send Email is never silently disabled on an empty composer: if there is nothing to send, or the subject or body is blank, clicking it flashes exactly what is missing (for example, pick a template or write the email first) instead of doing nothing. When this was the last callable contact in the queue and there is no other number to try on it, the Confirm button reads Confirm and End Session (or Complete wrap-up and End Session on Meeting Booked) and ends the session instead of advancing; see End the session.

28. 28

    Complete the Meeting Booked wrap-up

    When AI sets disposition to Meeting Set, the right panel shows Meeting Booked instead of Review Call Result. The same right-sidebar review panel appears with call summary, confidence pill when applicable, and disposition dropdown. A checklist suggests meeting date and time, meeting owner, call notes (marked optional), a hand-off email to the meeting owner, and when a confirmation template exists, a Confirmation to prospect email. None are required. Each email checklist item starts as a dot and a link to the Email tab. Send the hand-off or confirmation email from the Email tab: the checklist item flips to a green checkmark, the label shows 'sent,' and the Email tab link hides so you can see at a glance what is done. The hand-off email auto-BCCs the deal's assigned strategist. Click Confirm & Dial Next Contact (or Confirm & Continue) as soon as analysis finishes to log the call and keep dialing.

29. 29

    Create a referral from a call

    When a prospect gives you a new contact to call, pick the Referral disposition (a call-only outcome, so it never changes the prospect status). The post-call panel swaps the email review for a referral creation card pre-filled with the prospect company. Enter the referral first and last name, an optional email, phone, title, and company. Click Create & Dial Referral to create the contact, enroll it in this campaign, link it to the prospect who referred it, insert it right after the current contact in the queue, and auto-dial it next. Click Create & Continue to create and queue the referral but advance to the next existing contact instead. Cancel drops the form and returns you to the normal review. The new referral starts as Uncontacted and carries a referral source, so you can filter for it later. Its contact panel also shows a Referred by badge with the referrer's name, so you can reference the original prospect when you call.

30. 30

    Schedule follow-ups and meetings on weekdays only

    Follow-Up, Set Date, and Meeting date/time fields use a custom calendar. Saturday and Sunday are grayed out and cannot be selected.

31. 31

    Pause and resume auto-dialing

    Click Pause (or press P) to stop auto-dialing between contacts and freeze the session clock. Pause stays visible during live calls (it pauses the queue, not the active leg). It hides only while AI is analyzing a call. Click Resume to continue. If you Pause before a both-failed auto-advance finishes, the next pair waits until you Resume.

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    Call a booked prospect back (meeting-followup scope)

    From the Booked Meetings list, click Call on a meeting row to open the dialer on that booked contact in a meeting-followup scope. The scope includes meeting_set and meeting_held contacts that the normal dialer queue excludes by design, and it bypasses the recycle window, so a prospect you just booked is still dialable for a confirmation or reschedule call. A booked prospect is not blocked by their own domain either. The Call button is enabled only when the meeting's contact is enrolled in an active campaign; if it is not, the button is disabled with a tooltip explaining that the dialer cannot load them until they are enrolled. When you log a call on a booked prospect, a lower-rank disposition (interested, asked_for_info) is recorded on the call log but does not regress the meeting status: meeting_set, meeting_held, and meeting_rescheduling are preserved unless the disposition is a forward or lateral move such as meeting_held or unqualified. Normal cold calls keep the long-standing behavior where your disposition is authoritative.

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    End the session

    When you finish the last callable contact in Single Dial and there is no other number to try on that contact, the review panel shows a single Confirm and End Session button (Complete wrap-up and End Session on Meeting Booked) instead of Confirm and Dial Next Contact. Click it or press Enter to save the disposition and end the session; no auto-dial runs, and the separate End Dial Session button is hidden in that state. To end the session any other time, click End Dial Session. If a call is still in progress, a confirmation prompt appears (the session logs it as Did Not Answer and resets double-dial state). If a prospect just hung up and the call is still in AI analysis or call review, a confirmation prompt asks whether you really want to end the whole session or keep dialing, which prevents End Dial Session from being clicked accidentally when reaching for End Call. A visual divider also separates the action buttons to help avoid misclicks. A summary modal shows dials, connections, meetings, emails sent (from outreach email logs for this session), and disposition breakdown. Answering-machine hits fold into Did Not Answer. Operator Skip Pair hits show as Skipped and are excluded from the dial count.

What the buttons do

Up next / On call pill

On the selected phone line in the contact panel. A gold Up next pill marks the number that will be dialed when idle; it becomes a pulsing green On call pill while that line is live, so you always know which number is being dialed. Skips DNC-blocked and disabled numbers.

Audio settings (setup screen)

Appears on the setup screen before a session starts. Opens the Audio settings modal where you pick your microphone and speaker, watch a live input level meter, and play a test tone. Your selections persist in the browser for the next session.

Audio settings (in-call)

Appears in the caller ID area during an active call. Opens the same Audio settings modal so you can swap devices mid-session without leaving the call. Changes apply and save immediately.

Audio settings modal - Microphone dropdown

Lists all available microphone devices detected by the browser. Choose one or leave System default. The live level bar below moves when you talk.

Audio settings modal - Speaker dropdown

Available when your browser supports speaker selection. Pick from the detected output devices or leave System default. If your browser does not support speaker selection, a message reads 'Your browser uses the system default speaker.'

Audio settings modal - Test speaker

Plays a test tone through the selected speaker device so you can confirm audio is working. Shows 'Playing test tone...' while the tone plays, then returns to 'Test speaker.'

Audio settings modal - Mic level meter

A horizontal bar that fills from left to right based on your current microphone input level. Uses a separate mic stream so you can test before a call starts.

Calling as

During a session, shows the selected outbound email address for Line A (and Line B on Double Dial). When the mailbox has a display alias, a Mailbox: sublabel shows that alias.

Live transcription bar

Compact clickable strip under the Dialer header in the right panel while live transcription is capturing. Shows a pulsing gold dot, Live transcription label, and Transcript pill. Click anywhere to open the Transcript tab.

Call Script tab

Default center tab when a prospect connects. Shows section titles, spoken lines with merge tags, and optional strategist notes. The AI highlights the active section from the live transcript, and holds your current section if it cannot place the latest line (it no longer snaps back to the intro). Any bold, italic, or strikethrough formatting a strategist applied to a section renders in place.

Transcript tab

Live captions for the prospect leg. Shows a gold Live pill on the tab while transcription is capturing and you are viewing Script. During post-call review, shows transcript text only.

Line A / Line B tabs

Double Dial only. Colored status dots show each line (dialing, ringing, connected, ended). Click a tab to switch the contact card and center panel without hanging up either leg.

Line A / Line B cards

Double Dial only. Clickable cards in the right sidebar during an active pair. Each card shows prospect name, phone, human-readable status, and contact status.

Skip Pair

Double Dial only, shown while Waiting for answer. Logs both lines as Skipped and immediately dials the next pair. Every third skip opens an optional reason modal.

Continue Dialing Now

Shown on Both Lines Ended when neither prospect became a live conversation. Click to log both lines and dial the next pair immediately.

Human

Double Dial only during human check when a line answers. Confirms a live prospect, drops the other line, and enables the recording disclosure flow when required.

Hang Up Line

Double Dial during human check or while a line is ringing or connected before Human. Drops that prospect leg and opens Review Call Result when both lines are finished.

Machine / Voicemail

Double Dial only during the Human check when a line answers. Logs the line as Did Not Answer with an answering-machine connectSubtype for manager reporting.

End Dial Session

Closes the session and shows a summary. During an active call or while AI analysis or review is running, a confirmation prompt prevents accidentally ending the session. Hidden on the review panel at the end of the queue, where Confirm and End Session takes its place.

No Answer, Call Direct (or next phone label)

Shown when the prospect has another callable number in your filters. Logs no answer on the current line and auto-dials the next number on the same contact.

No Answer, Next Contact

Logs no answer and advances to the next prospect in the queue. Applies the recycle window stamp.

Notes tab

Center panel tab showing the contact note thread. Auto-logged call notes appear here after a call logs.

Activity tab

Center panel tab with the contact call and email history. After Double Dial pairs, the first call row can show a collapsed What happened? panel for coaching review.

Dial Pad / Hide Dial Pad

Toggle in the fixed footer at the bottom of the right column. Sends DTMF tones to the prospect line for IVR and extensions.

End Call

Green button shown while On Call during a live conversation. Hangs up the prospect leg, opens Review Call Result, and runs AI analysis.

Live Answer (Line Answered)

Single Dial only, shown when the line answers and recording disclosure is required. Confirms a live person picked up, plays the recording disclosure, and moves to On Call.

Voicemail (Line Answered)

Single Dial only on the Line Answered screening panel. Use when you hear a voicemail greeting instead of a live person. Logs Voicemail and advances.

Review Call Result

Shown on Call Ended when the line dropped but review has not opened yet. Opens the disposition review panel and starts AI analysis.

No Answer

Log a ring with no pickup as Did Not Answer. Queue-advance paths log immediately and dial next without Review Call Result.

Prospect Hung Up (disposition)

A call-only disposition in the Did not connect group of the disposition dropdown. Use it when a live person answered and then abruptly ended the call before any real conversation (for example they say not interested and hang up immediately, or hang up the moment they realize it is a sales call). It logs as a connect-failure outcome, does not count as a connection, and does not change the prospect contact status. AI can also auto-suggest it from the call. It is different from Unresponsive, which is a connected call that simply ended before you could gauge interest.

AI suggestion panel

Right sidebar during Review Call Result and Meeting Booked. Call summary at top, confidence pill, pre-selected disposition. Low confidence: choose-disposition prompt, Confirm disabled until you pick.

AI got this wrong

In the AI suggestion panel after a live-call review. Records that the AI disposition missed so managers can track accuracy. Changes to Feedback recorded after click.

Confirm on Review Call Result

Logs the call with your confirmed disposition, writes the auto note on the contact, and advances. Auto-sends follow-up when the disposition template is set to Send automatically. Disabled until a disposition is selected.

Call Timeout (campaign Settings)

Seconds Single Dial rings before auto no-answer (10 to 120, default 30). Editable on the campaign Settings tab.

Not Right Person

Call disposition when a live human explicitly confirmed this contact record is the wrong individual. When another callable number exists, the dialer tries it next.

Invalid Number

One-click when the carrier reports the line is disconnected. Tries the next number on the contact when one exists.

Review follow-up email

Shown on Review Call Result when a disposition follow-up template exists. Applies the merged template and loads the composer for review.

Draft follow-up email

Shown when no disposition template is configured. AI drafts a follow-up from the call context.

Send Email

On the Email tab during review, sends the current follow-up to the prospect. Hand-off mode shows Send Hand-off and routes to the meeting owner instead. If the composer is empty or missing a subject or body, Send Email no longer sits quietly disabled: clicking it flashes what is missing so you know to pick a template or finish the email.

Email sub-tabs: Auto / Reschedule / Hand-off / Confirmation

The four sub-tabs above the email composer during a session. Auto and Reschedule draft prospect follow-ups. Hand-off drafts to the meeting owner (auto-BCCs the deal strategist). Confirmation drafts to the prospect.

Follow-up email template dropdown

In Review Call Result, full-width block under Follow-up email. Shows the enabled template for the current disposition with merged subject and scrollable body preview.

Recording disclosure banner

Fixed gold banner during live calls when consent TTS plays. Wait before your opener until it clears.

Supervisor joined banner

Appears when a manager joins in Guide or Join In mode (not Shadow). Names the manager and the mode.

Mute microphone (M)

Mic icon in the top-right of the dialer header during active calls. Press M on your keyboard to toggle mute.

Pause / Resume

Pause stops auto-dialing and freezes the session clock. Visible during live calls (pauses the queue, not the active leg). Hidden only during AI analysis.

Connection quality indicator

Compact traffic-light dot in the top stats bar during active dials. Green = healthy, yellow = one quality issue, red = severe or multiple issues (pulses).

Confirm & Dial Next Contact (Meeting Booked)

Meeting Booked only. Logs the call with the confirmed disposition and advances. Meeting date and owner are optional suggestions, not blockers.

Wrong Number / Not Right Person caution banner

Amber callout in the AI suggestion panel when AI proposes Wrong Number, Wrong Phone Number, or Not Right Person. Read the guidance before confirming.

What happened?

Double Dial only. Collapsible pair timeline in the right sidebar during dialing through call review. Chronological log of line events, your choices, and AI analysis.

Redial {phone label}

Re-dials the last number placed for the current contact. Useful for accidental hang-ups or dropped calls.

No Answer / Invalid Number (On Call stack)

During an active On Call conversation, fast-log voicemail or machine without End Call review.

Dial Mode (Double Dial)

Toggle Single vs Double Dial in setup. Visible only when your account has double-dial access.

Meeting wrap-up checklist (green checks)

In the Meeting Booked panel, each email task (hand-off, confirmation) shows a dot and Email tab link until you send it. After sending, it flips to a green checkmark, the label shows 'sent,' and the Email tab link hides so you can see at a glance what is done. Add call notes is marked (optional).

Contact status dropdown

Sets the prospect's contact status. Each option lists a one-line description under its name explaining what the status means, and hovering the status badge shows the same description as a tooltip. Use it to pick the status that matches the outcome of your outreach.

Custom disposition (dropdown)

A client-specific cold-call outcome shown in a Custom group at the bottom of the disposition dropdown. Picking it logs the call outcome (counting toward dials or connections as configured) without changing the contact's status, and can trigger its own follow-up email. Set up under Settings > Email Templates > Default email templates.

Skip Contact

Appears in the pre-call idle state on Single Dial when the contact has a callable number and another contact is queued behind it. Moves to the next contact without placing a call, using the same undoable advance as a skip. (When a contact has no callable phone at all, the button reads Skip to Next Contact instead.)

Inline field editor (name, company, phone, ext.)

Click any contact field in the left panel, including a phone number or the ext. box beside the direct line, to edit it in place and save to the contact. The box resets for each new prospect, so an extension you type for one contact does not stick to the next. If a save fails, the field keeps your typed value and shows a not saved tag; click it and press Enter to retry.

Keyboard shortcut legend

A persistent strip under the dial pad toggle listing every dialer shortcut: Enter (call / confirm), E (end call), N (no answer, next), S (skip), M (mute), P (pause), and 1 through 9 (pick a disposition on the review screen).

Quick notes strip

A note box at the top of the right panel during a live call. Shares the same draft as the Notes tab and saves to the contact automatically when you advance or end the session. Open Notes tab jumps to the full Notes view. Hidden while you are already on the Notes tab.

Know the outcome? Pick it now (early disposition)

A disposition dropdown shown inside the AI analyzing call banner. Set the outcome before the AI finishes; your pick locks in and the AI only fills in the summary and coaching around it. Kept even if AI analysis fails.

CONTACTS counter (session stats)

A readout in the top stats bar during a session. It shows your position against the number of callable contacts frozen when the session started, so it climbs (for example 2 of 250, 3 of 250) as you work through the queue rather than shrinking as called contacts drop out.

Confirm & End Session (end of queue)

Single Dial only. Replaces Confirm and Dial Next Contact on the review panel when the current contact is the last callable one in the queue and has no other number to try. Saves the confirmed disposition and ends the session with no auto-dial. Reads Complete wrap-up and End Session on Meeting Booked. Enter mirrors it.

Referral (disposition)

A call-only disposition for when a prospect points you to a new contact. It logs the call on the prospect without changing their status, then opens a referral creation card so you can add the referred contact to the queue.

Create & Dial Referral

In the referral creation card, creates the referred contact, enrolls it in the current campaign, links it to the referrer, inserts it right after the current contact, and auto-dials it next. Disabled until a first name is entered.

Create & Continue

In the referral creation card, creates and queues the referred contact but advances to the next existing contact instead of dialing the referral right away. Disabled until a first name is entered.

Busy Signal

A quick-action button available on all five quick-action groups during ringing, active, and ended calls. Logs the call as a busy signal, the same pattern as Invalid Number, and moves on.

Phone status badges (Up next / Calling / On call / Just called)

On each phone line, four states tell you exactly which number is active: gold Up next (selected, not dialed), blue pulsing Calling (connecting or ringing), green pulsing On call (live), and indigo Just called (the number just dialed, after the call ends).

Common questions