1. Access the Audio Dialer 0:00
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Navigate to the Audio Dialer page.
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Locate the pre-call information box on the right-hand side.
2. Configure Audio Settings 0:13
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Click on the settings icon to configure your microphone and speaker.
3. Select Your Contact List 0:22
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Click on 'Select List'.
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If connected to a CRM, click 'Get List' to retrieve contacts.
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Available lists include:
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High Level CRM
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Manual contacts
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Sample results
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AI agent contacts
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Template CSV uploads.
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4. Sync Contacts 0:54
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Choose a contact list to sync and view your contacts.
5. Choose an Assistant 1:07
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Select an existing assistant or create a new one.
6. Manage Calls 1:16
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Use the following options:
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Click 'Skip' to bypass certain contacts.
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Click 'Start Auto Dialer' to begin automated calls.
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Make manual calls if needed.
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7. Access LinkedIn Profiles 1:34
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Click 'Open LinkedIn' to view a contact's LinkedIn profile (if LinkedIn info is available).
8. CRM Integration 2:00
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If using TwinAI desktop applications, you can access CRM accounts within the app.
9. Start the Auto Dialer 2:21
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Initiate the auto dialer; the AI will join the call and interact with prospects.
10. Monitor the Call 2:30
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View the call transcript.
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Options to remove the AI or join the call yourself.
11. IVR Tree Mapping 2:39
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Configure keypad numbers for call branching.
12. End Call and Provide Feedback 3:04
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End the call and provide sentiment feedback (positive/negative).
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Add notes about the call (e.g., date of call).
13. Save Notes 3:13
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Save any notes entered after the call.
14. Conclusion 3:24
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Enjoy using the auto dialer to call prospects!