Skip to main content
Power Dialer gives each rep their own lines. If several reps share one list, Predictive pacing hands that decision to the engine.For what “connected” and “answered” actually count, see How calls actually work.
The Power Dialer is your comprehensive outbound calling solution designed to maximize efficiency and productivity. This powerful tool automates your calling campaigns, manages contact lists intelligently, and provides real-time insights to help you connect with more prospects in less time.
The Power Dialer automatically dials through your contact lists, eliminating manual dialing delays and helping your team focus on conversations rather than number entry.

​
🚀 Getting Started

🧭 Accessing the Power Dialer → Navigate to Dialer Power Dialer Navigation

​
🖥️ Interface Overview

Power Dialer Overview Your Power Dialer workspace includes: Left sidebar (campaign setup)
  • 🎧 Audio / Keypad — switch between audio settings and the dialpad
  • 🏷️ From Number — choose the outbound caller ID line
  • 🌎 Local Presence — turn area-code matching on or off
  • 📋 Select PowerList — choose which contact list to dial
  • 🗂️ Pipeline & Stage — optionally limit dialing to contacts in a pipeline stage
  • 📈 PowerList stats — uploaded, removed, dial-at-a-time, and attempt limits
  • 🟢 Status — dialer and call readiness
Top bar (live session)
  • ▶️ Start Dialing — begin calling from the selected list
  • 📊 Remaining / Dialed / Connected — live campaign counts
  • ⏱️ Talk Time — total talk duration, with a filter icon to refine how it is calculated
Also available from the dialer’s navigation: call history, voicemail/recordings, notes/documents, and audio controls.
These statistics update in real-time as your campaign progresses, helping you track performance and adjust strategy as needed.

​
🏷️ From Number & Local Presence

From Number sets the caller ID recipients see when you call.
  • Choose a specific number, or an option such as Calling From AI Local Presence.
  • Your available numbers are the ones purchased and configured on your account.
Local Presence (Yes / No) controls whether the dialer tries to match caller ID to the contact’s area code.
  • Yes — use local-style caller ID where available (often with a Local Presence “From Number” option).
  • No — use the selected From Number without area-code matching for this session.
For full Local Presence behavior and batching rules, see Outbound Call Routing.

​
📋 PowerList Selection

The Select PowerList dropdown is your primary tool for choosing which contact list to dial. Agents can switch between campaigns and segments from the left panel. ✔️ How to select a PowerList
  1. Open Select PowerList in the left panel.
  2. Confirm the selected list name.
  3. Optionally set Pipeline and Stage (see below).
  4. Click Start Dialing.
📈 PowerList status overview

​
🗂️ Pipeline & Stage

Use Select Pipeline and Select Stage to narrow who gets dialed from the PowerList.
  • Leave stage empty to dial contacts from the list without stage filtering.
  • If a pipeline stage is selected, dialing only includes contacts assigned to that stage.
If you select a stage and few contacts are assigned to it, Remaining/Connected counts may look lower than the full PowerList size.

​
⏱️ Talk Time Filters

Talk Time on the top bar shows how much time agents have spent connected (talking) for the current filter scope. Next to the TALK TIME label, click the gear / filter icon to open Talk Time Filters. Talk Time Filters modal Fetch Talk Time By Date Range Choose the period used when calculating Talk Time (for example All Time, or another range from the dropdown). Apply / Cancel
  1. Select Powerlist or Overall.
  2. Pick a Date Range.
  3. Click Apply to update the Talk Time display, or Cancel to close without changing filters.
Use Powerlist when comparing performance on one campaign list. Use Overall when you want company-wide talk time.

​
🛠️ PowerList Management Features

  • Real-time Updates: Statistics update automatically as you dial
  • Quick Switching: Change powerlists without interrupting your workflow
  • Campaign Segmentation: Use different lists (and pipeline stages) for different audiences
  • Test Campaigns: Use smaller lists for testing before full deployment
  • Progress Tracking: Monitor how many contacts remain in your current list
💡 Best Practices for PowerList Selection

Segment Your Lists

Create separate powerlists for different customer segments, time zones, or campaign types

Test Before Scaling

Use smaller test lists to verify your approach before dialing larger contact lists

Monitor Progress

Keep track of remaining contacts and adjust your strategy based on performance

Compliance Ready

Ensure your powerlists comply with calling regulations and include opt-out mechanisms

​
⚙️ Campaign Configuration

​
☎️ Manual Dialing Interface

Power Dialer Manual Dialpad 📝 When to Use Manual Dialing While the Power Dialer automates most calling, manual dialing is useful for:
  • Priority callbacks: Immediately calling high-value prospects
  • Custom numbers: Dialing numbers not in your PowerList
  • Testing: Verifying audio setup before campaigns
  • Emergency contacts: Quick access to important numbers
⌨️ Dialpad Features
  • Number Input Field: Enter complete phone numbers (format: +1800XXXXXXX)
  • Standard Keypad: Traditional phone layout with alphabetic shortcuts (ABC, DEF, etc.)
  • Call Button: Purple call initiation button to start the call
  • Number Formatting: Automatic formatting for international and domestic numbers
1

Enter Number

Type or click the phone number in the input field
2

Verify Format

Ensure the number includes country code (+1 for US)
3

Initiate Call

Click the purple call button to start dialing

​
📋 Call History Management

Open History in the dialer to see every call. Each row shows who you called, the numbers, the outcome, how long you talked, the lead’s sentiment and when it happened.
Call History table with Positive, Neutral and Negative sentiment pills, Play and Call Again buttons

Call history with sentiment pills. Example data.

​
Read the transcript

Click Transcript under a name to open the call. You’ll see the sentiment, a short summary and the full transcript. Click Hide transcript to close it. Calls without a recording show Details instead.
Call History row opened to show Sentiment Positive, a one-line summary and the call transcript

An expanded call: sentiment, summary and transcript.

​
Sentiment

AI Sync scores how the lead sounded once a call has a transcript: Use the Sentiment filter (All, Positive, Neutral, Negative, Not scored) and click Filter to show only those calls.
Call History with the Sentiment filter set to Negative and one matching call

Sentiment set to Negative.

​
Search by name or number

Type a name or phone number in Search Log and press Enter. If you haven’t picked a date range, search looks back over the last 90 days, so you can find older calls without changing the dates.
Call History search box with a name typed, the note Searching the last 90 days, and the matching call

Searching for a lead by name.

​
Download CSV

Click Download CSV to save the calls you’re looking at as a spreadsheet, with transcripts. It uses the same date range, filters and search as the table.

​
Other filters

  • Date Range: Today, other presets, or Custom start and end dates
  • Status and Direction (inbound or outbound)
  • Call Duration: for example only calls with talk time, or 1+ minute
  • Play and download recordings, and Call Again from any row
Call History table in dark mode with sentiment pills

Call history in dark mode.

🎧 Audio Device Management Audio Device Collection Complete audio configuration includes: 🎤 Microphone Settings
  • Device Selection: External Microphone (Realtek Audio)
  • Voice Input Configuration: Optimized for call quality
🔊 Ringtone Configuration
  • Speaker Selection: Default - Headphones (Realtek Audio)
  • Test Functionality: Audio testing capability
  • Incoming Call Audio: Dedicated ringtone device
📢 Output Speaker Settings
  • Remote Audio: DTMF sound configuration
  • Speaker Device: Default - Headphones (Realtek Audio)
  • Audio Testing: Built-in test controls
🔄 Device Management
  • Reload Audio Devices: Refresh available devices
  • Refresh Devices: Update device list
  • USB Headset Tip: Noise reduction recommendation
🎵 Audio Tone Settings
  • Hangup Tone: Enable/disable call end tones
  • Ringtone Controls: Test, Mute, Enable options
  • Outbound Ringback Tone: Test, Mute, Enable controls

​
📊 System Status Dashboard

Power Dialer System Status The status dashboard provides real-time visibility into your dialer’s operational state and readiness.

​
🟢 Status Indicators Explained

Dialer Status
  • “Not ready…”: System is initializing or loading PowerList
  • “Ready”: Dialer is prepared and waiting for instructions
  • “Dialing”: Currently attempting to connect a call
  • “Connected”: Active call in progress
Call Status
  • “Idle”: No active calls, ready to dial next number
  • “Ringing”: Outbound call is ringing
  • “Connected”: Call successfully connected
  • “Disconnected”: Call ended, preparing for next dial
User Availability
  • Online: Available to receive and make calls
  • Offline: Unavailable, dialer will not initiate new calls
  • Busy: Currently on a call or handling post-call tasks
  • Away: Temporarily unavailable

​
🩺 System Health Monitoring

Connection Status
  • Network Connectivity: Internet connection quality
  • Server Communication: Connection to dialing servers
  • Audio Device Status: Microphone and speaker readiness
  • PowerList Sync: Contact list synchronization status

​
🔁 Reset daily

Reset daily starts a list over every night. Every lead goes back to New, and leads you’ve already called can be called again, up to the list’s daily limit.
  • It’s a switch in the dialer’s left panel under Text if missed, labelled Reset daily · this list.
  • It’s off unless you turn it on. With it off, the dialer keeps working down the list, so leads you’ve never called get reached.
  • Turning it on shows a short explanation first. Every change is logged with who made it and when.
Reset daily, this list, switch turned off

Reset daily in the dialer's left panel, off (the default).

Reset this list every night? dialog explaining every lead goes back to New and can be called up to 2 times a day, with Cancel and Turn on

Turning it on explains what happens first.

Reset daily switch on, with Starts over every night, changed by a teammate

On: the list starts over every night, and it shows who turned it on.

With Reset daily on, leads you’ve never called can sit behind leads you already called. For a fresh list, leave it off until everyone has been called once.

​
🆕 What changed recently

​
Power Dialer
Your reporting now separates a conversation from a pickup. A call that reached voicemail, or that a phone screened on the lead’s behalf, is no longer counted as a connection. Your connect rate may read a little lower than before — it was previously counting calls where nobody spoke to you.Picking your line count also puts you online. You no longer have to set your lines and then find a second control to start.
See What’s New for everything, and How calls actually work for what each outcome means.