How to Setup your Dialler Settings

Setting up your Dialler is an essential step for streamlining your phone communications with prospects. By configuring phone numbers within the platform, you can easily call prospects directly, improving efficiency and ensuring a seamless outreach process. This guide will walk you through the steps to set up your Dialler, enabling you to manage and use phone numbers effectively for your sales and marketing activities.

In this guide, you will learn how to set up and manage your call settings to effectively call prospects and streamline your phone communications.

Getting Started with Managing your Dialler Settings:

To get started, navigate to “Settings,” and select “Dialler Settings”.

On this page, you can manage the users that have been set up or select the “Add User” button in the top right corner to add a new user. This will provide a pop up of the available users for you to select from, as well as a country code. 

If you select the US or Canada, your request will be automatically approved, allowing you to immediately assign a number and configure the settings.

However, if you choose the United Kingdom, Ireland, or Germany, you will be required to complete some compliance details, such as your company name, address, registration number, and business email address.

Once you've provided the necessary information, we will submit it to our provider, Twilio, for approval. During this process, your request will remain in a pending state until Twilio confirms compliance approval.

Whether you are a US customer or have just had your UK bundle approved, you can now begin setting up your number. The first step is to assign your number. Simply click on the "Assign Number" button to select your desired number from the available options, and you'll be ready to configure and start using it.

Once they have been activated, you will have additional options such as:

• Unassign a number (using the red unlink icon beside your number)
• Remove User
• Activate / De-activate Call Feature
• Activate / De-activate Call Recording

Getting Started with Managing your Dialler Settings:

Once your user has been activated and a number has been assigned, you will then have a “Settings” button available, this will allow you to add additional settings to your assigned number.

The first setting you'll see is the assigned phone number, which is the default number assigned to the user. This cannot be adjusted here and must be changed in the main settings area.

Next, you can set up a custom caller ID number, which will appear on the recipient's phone when you make a call. If you want this number to be different from your assigned number, such as an office number or your personal mobile number, simply enter the desired number here. You will then be prompted to verify it. When you press verify, you will receive a phone call requesting a code. Enter the code to complete the verification process.

The next feature is a pass-through number, which allows you to start a call in the browser and then transfer it to either an office or mobile phone. To set this up, simply enter the number you wish to pass through to, press verify, and follow the same instructions.

The final setting is the inbound call settings, specifically a forwarding number. This ensures that any inbound calls are forwarded to the specified number, so you don't miss any calls coming through the platform. To set this up, enter your chosen number, press verify, and follow the instructions.

Getting Started with Managing your Dialler Results & Outcomes:

Next, we have Call Results & Outcomes. These features help users identify the outcome and result of a dialled call with a prospect.

You will have access to a "Require results to be logged" switch. This option allows you to decide whether logging call results and outcomes are mandatory when submitting your call log.

You will then have “Call Results” and “Call Outcomes” table items. 

When first accessing this section, you will have our default results and outcomes:

Call Results	Call Outcomes
Completed	Interested
Busy	Rescheduling
No Answer	Demo Scheduled
Not in Service	Close Deal
Wrong Number	Delete Deal
Gatekeeper	Lost Deal
Rejected
Voicemail

From here you can choose to either add your own Results or Outcomes, using the “Add Result” / or “Add Outcome” button. This will provide a pop up, allowing you to insert your own specific settings. 

Additionally, if you want to use any of the default results, you can click on the “Active” status to de-activate these from being used when submitting your calls.

To manage your custom call results or outcomes, you can edit or delete them as needed.

• Selecting the edit tool will provide a pop up to customise the setting
• Selecting the delete tool will remove this from your settings.

These settings are super useful to understand what is happening off the back of the calls and allow you to keep a track of prospects who are no longer interested and who maybe need additional follow ups.

Getting Started with Managing your Instructions:

Next, we have an Instructions tab that allows you to create call scripts. These templates will appear when agents make a call, ensuring consistent outbound call quality and equipping your agents with the tools they need for high-quality, company-compliant conversations.

From here, click on the “Add Instruction” button in the top right corner. This will allow you to insert a title for your template, making it easier for you and your team to identify its purpose. You can also use the text box to type in your template or copy it from another source.

Additionally, you can view all your added instructions, preview your templates, and edit or remove them from the platform.

We also have an “Additional Fields” section, which allows you to request extra information during the call. You can choose a field from the existing properties in the CRM or create a new one by clicking the “Create New Field” button. Lastly, you can decide whether these Additional Fields are mandatory when submitting your call log.