The power dialer calls through your queue one lead at a time, so you spend your time talking, not dialing. Every call is recorded and summarised, and the outcome you pick moves the lead forward automatically.
Start dialing
- From the Cockpit, select Start call session. You can also open a campaign and select Start Dialer to dial that campaign's call queue.
- Pick the number you are calling from, if you have more than one.
- The dialer opens the first lead and places the call.
During a call
The lead's details, history, and notes stay on screen while you talk. Take notes as you go; they save to the lead's timeline.
Pick a disposition
When the call ends, choose a disposition, which is the outcome of the call. Leadey includes system dispositions such as connected, interested, booked-meeting, callback-requested, voicemail, no-answer, gatekeeper, not-interested, wrong-number, bad-number, and do-not-call. Each one has a funnel action that decides what happens next: advance the lead to the next step, retry on this step, drop the lead as lost, or do nothing. You can adjust these under Settings, then Power Dialer.
Drop a voicemail
If you reach voicemail, select Drop VM to play a pre-recorded message and move on. You record or upload voicemails under Settings, then Power Dialer.
After the session
Your calls, recordings, and AI summaries save automatically. Find them under Recordings.