> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aisync.link/llms.txt
> Use this file to discover all available pages before exploring further.

# PowerLists

> User guide for creating, configuring, uploading, and managing PowerLists.

This guide explains **PowerLists** in simple language: purpose, main list, actions, setup form, and upload flow.

<img src="https://mintcdn.com/rizler/wsV2iyBmH2Tla3az/images/manage/powerlists/overview.png?fit=max&auto=format&n=wsV2iyBmH2Tla3az&q=85&s=aee649f52ce34b3530dded5d64fd8a61" alt="PowerLists list overview" className="rounded-lg border shadow-sm" width="1915" height="897" data-path="images/manage/powerlists/overview.png" />

A **PowerList** is a flexible calling list that you can set up to manage outbound calls for your team.

Each PowerList lets you:

* Choose a distinct name for easy identification,
* Define dialing rules and preferences to suit your workflow,
* Assign specific team members and add relevant tags,
* Connect to CRM locations or use tagging for segmentation, if needed,
* Decide what happens after a call (disposition and outcome),
* Import contacts quickly by uploading data files.

***

## 🖥️ Main Screen Overview

### 🏷️ Title & Navigation

At the top, you'll see the **PowerLists** title and a breadcrumb trail, for example:

`PowerList -> List`

### 🏁 Top Actions

* **New PowerList**: Begin creating a new calling list.
* **SOPs**: Access built-in standard operating procedures.

### 🗂️ Filters (above the list)

* **Tags**: Filter PowerLists by their assigned tags.
* **PowerList Member**: Show lists by assigned team member(s) (when available).
* **Filter**: Apply your chosen filters.

### ⚙️ Table Controls

* Select how many rows to show per page.
* Use the search box to quickly find lists by keyword.

***

## 🗃️ Understanding the Main Table

| Column             | Description                                                        |
| ------------------ | ------------------------------------------------------------------ |
| **#ID**            | Numbered row as shown in your current view.                        |
| **Active**         | Menu icon (`...`) for available actions on this list.              |
| **ID**             | The internal system identifier (used for support and exports).     |
| **PowerList**      | The list's display name (might include tag indicators or "chips"). |
| **# Uploaded**     | Total number of contacts uploaded to the list.                     |
| **# Dialed**       | Aggregate number of contacts dialed in total.                      |
| **# Daily Dialed** | Number dialed today only.                                          |
| **# Removed**      | Contacts deleted/removed from the list.                            |
| **Created At**     | Date and time the list was created (shows in your local timezone). |

## ⚡ Menu actions (under Active)

Action availability depends on role and list type. If visible, they usually mean:

* **Status**: turn list on/off for dialing.
* **Duplicate**: clones setup into a new list name; contacts are not copied.
* **Edit**: opens full configuration form.
* **View**: opens contacts view for that list.
* **Delete**: permanently removes list and related contacts after confirmation.
* **Download Statistics**: exports metrics and outcome summaries.
* **Export Contacts**: spreadsheet-friendly contacts export.
* **CSV Contacts**: CSV export format.
* **PDF Contacts**: report-style PDF export.
* **Reset**: resets dialing state of contacts to fresh/new without removing contacts.

<img src="https://mintcdn.com/rizler/ZnuMyqTDMwJ5YoLu/images/manage/powerlists/actions.png?fit=max&auto=format&n=ZnuMyqTDMwJ5YoLu&q=85&s=c84d156f4f33d00c2e15ea9f62f9ee0a" alt="PowerLists row actions menu" className="rounded-lg border shadow-sm" width="1620" height="1013" data-path="images/manage/powerlists/actions.png" />

***

## 📝 Create or edit a PowerList

Use **New PowerList** or **Edit** from row menu.

Use **Back** to leave without saving, and **Save** to apply changes.

<img src="https://mintcdn.com/rizler/qfIPW4E7Ajy_Ilf2/images/manage/powerlists/add-new.png?fit=max&auto=format&n=qfIPW4E7Ajy_Ilf2&q=85&s=e3ad49bde4fd8102326f3a8f1a20f0d5" alt="New PowerList setup form" className="rounded-lg border shadow-sm" width="1697" height="960" data-path="images/manage/powerlists/add-new.png" />

Many labels include help icons with short guidance on hover/focus.

### 👤 People and naming

* **PowerList Member**: choose one or more members when field is shown.
* **PowerList Name**: unique, clear name for your company.
* **Max Contacts**: list capacity limit; system may enforce minimum.

### 📞 Calling behavior

* **Must Disposition Calls**: enforce outcome selection before moving on.
* **Seconds before Timeout**: ring wait before unanswered handling.
* **Dial at a Time**: concurrent outbound calls for list.
* **Max Attempts Daily**: daily try limit per contact.
* **Max Attempts Total**: total try limit per contact.
* **Next PowerList**: optional next list handoff target.

### 🏷️ Organization and follow-up

* **Tags**: labels for grouping/filtering lists later.
* **AI Agent For Callback**: optional callback assistant assignment.
* **Dialed Reset Daily**: resets daily counters at day boundary.
* **Cool Down Time**: wait period before retrying same contact.

### 🔗 CRM connection (GHL)

* **GHL Location**: destination location for posting actions.
* **GHL Tag On Disconnected**: optional tag applied for disconnected outcomes.

### 📝 Contact fields (Collect User Information)

Choose which data points are stored for contacts in this list (name/email/address/custom fields etc., based on your account).

### 🏁 Dispositions

For each outcome label, choose one action:

* **No Action**
* **Remove From List**
* **Post To GHL**
* **Post To GHL & Never Call**

Choose actions based on your team workflow and compliance logic.

<img src="https://mintcdn.com/rizler/qfIPW4E7Ajy_Ilf2/images/manage/powerlists/edit-powerlist.png?fit=max&auto=format&n=qfIPW4E7Ajy_Ilf2&q=85&s=d20b72ddaf8571b2745fa76a4164dd4c" alt="Edit PowerList form" className="rounded-lg border shadow-sm" width="1663" height="966" data-path="images/manage/powerlists/edit-powerlist.png" />

***

## ⬆️ Uploading contacts

### 🔁 Duplicate handling mode

* **Ignore**: skip duplicate rows.
* **Overwrite**: replace existing matching data.
* **Merge**: combine incoming and existing data.

### 📂 File selection

* Upload supported spreadsheet/CSV file types shown in UI.
* Then open **Mapping Tool**.

### 🗺️ Mapping rules

* Map file columns to internal fields.
* At least one mapped **Phone Number** field is required.
* Unused columns can be mapped to **Ignore**.

### 💾 Save and progress

Click **Save** to store list settings and start import (if mapping is complete).

Progress area may show:

* job/reference id,
* current status,
* result summary.

Use **Check Status** to refresh progress, **Refresh Table** to update list counts, and **Close** when done.
