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Power Dialer

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Navigate to https://aicpanel.smsit.ai/home

Welcome to the Power Dialer tutorial for SMS-iT. The Power Dialer is an essential tool that automates and streamlines your outbound calling process, making it easier for your team to efficiently manage and connect with leads and customers. With the Power Dialer, you can create customized dialing campaigns based on your specific needs and preferences. Whether you're a sales team looking to boost your outreach efforts, a customer service department handling a high volume of calls, or any other organization that relies on phone communications, the Power Dialer can help you save time and increase productivity. The Power Dialer allows you to define call handling rules, set up multi-line dialing, schedule your campaigns, and distribute calls to your team members based on predefined criteria. You can also configure automated actions, such as leaving pre-recorded messages or sending SMS texts, for unanswered calls or voicemails. Throughout this tutorial, we'll explore the various features and settings of the Power Dialer, guiding you through the process of setting up and managing your dialing campaigns. By the end of this tutorial, you'll have a solid understanding of how to leverage the Power Dialer to optimize your outbound calling efforts and enhance your overall communication strategy.

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Click on "Quick Links"

Click on "Quick Links"
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Click on "Voice"

Click on "Voice"
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Click on "Smart Dialer"

Click on "Smart Dialer"
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Click on the "Power Dialer" icon

Click on the "Power Dialer" icon
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We will now fill in the Power Dialer modal.

We will now fill in the Power Dialer modal.

Here's a concise list and meaning of all the fields in the Power Dialer diagram that we'll explain in the tutorial:

1. Group: Select the group to which the Power Dialer settings apply. 2. From Number: Choose the phone number from which the calls will be made. 3. Multi-line Dialer and Schedule: Set the number of phone numbers that will be used simultaneously for outbound calling. Also, schedule (optional) your campaign. 4. Call Handling: - Receive Call: Manages calls received from the designated 'From Number'. - Route Call: Forward calls to specific phone numbers. - Transfer Call: Transfer connected calls to another number. - Play a pre-recorded message: Play a selected pre-recorded message when a call is answered. 5. Missed Calls: If a call is missed, send an SMS, MMS, email, voicemail, or a combination thereof. 6. Priority Automation: Select the priority order for call routing (e.g., ascending, descending, random, alphabetical). 7. Dial Option: Choose whether numbers should be dialed once or multiple times. 8. Dial Option Time Delay: Set the time delay between dial attempts (e.g., once, double, triple). 9. Message after call: Enable or disable sending a message after a call. 10. Contact Channel: Choose the preferred contact channel for communication. 11. Number Pool: Specify the pool of numbers to be dialed during the campaign. This overview provides a concise summary of the fields we'll cover in the Power Dialer tutorial, giving users a clear understanding of the key components and settings they'll encounter when setting up and managing their dialing campaigns.

Group(s) and From Number

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Choose one or multiple Groups from the dropdown menu to be dialed during your campaign. Choose a From Number from the dropdown menu. This number will be used by your system to initiate calls to the contacts in your selected group(s)

Choose one or multiple **Groups** from the dropdown menu to be dialed during your campaign. Choose a **From Number** from the dropdown menu. This number will be used by your system to initiate calls to the contacts in your selected group(s)

Multi-line and Scheduler

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Multi-line Dialer: Set the number of phone numbers that will be used simultaneously for outbound calling. This setting works in tandem with the "Route Calls" field. For example, if you set the Multi-line Dialer to 10, you must provide 10 phone numbers in the "Route Calls" field. This allows the Power Dialer to distribute calls across multiple lines, enabling concurrent outbound calling for increased efficiency. Schedule: Specify the campaign's start time or begin the Power Dialer immediately upon modal completion.

**Multi-line Dialer:** Set the number of phone numbers that will be used simultaneously for outbound calling. This setting works in tandem with the "Route Calls" field. For example, if you set the Multi-line Dialer to 10, you must provide 10 phone numbers in the "Route Calls" field. This allows the Power Dialer to distribute calls across multiple lines, enabling concurrent outbound calling for increased efficiency. **Schedule:** Specify the campaign's start time or begin the Power Dialer immediately upon modal completion.

Call Handling

In the Call Handling section, you determine call handling settings.

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1. Receive Call: Manages calls received from the designated 'From Number'. 2. Route Call: Direct calls to a specific number (e.g., 13105558888, 18185554567). 3. Transfer Call: Transfer connected calls to another number. 4. Play Pre-recorded Message: Choose from available messages using a file selector.

**1.** **Receive Call:** Manages calls received from the designated 'From Number'. **2.** **Route Call:** Direct calls to a specific number (e.g., 13105558888, 18185554567). **3.** **Transfer Call:** Transfer connected calls to another number. **4.** **Play Pre-recorded Message:** Choose from available messages using a file selector.

Missed calls

A Missed Call in the context of the Power Dialer refers to a situation where the outbound call is not answered by the recipient. This can happen due to various reasons, such as the recipient being unavailable, the call going to voicemail, or the recipient declining the call. When a call is missed, the Power Dialer provides flexible options to handle these situations effectively. The system can automatically perform one or a combination of the following actions: 1. Sending SMS: Predefined text messages about the missed call's purpose and how to follow up. 2. Sending MMS: Including multimedia content like images or videos with text messages. 3. Leaving Voicemail: Customized messages with call-back details. 4. Sending Email: Including missed call information and additional instructions. The Power Dialer allows you to choose one or a combination of these actions to handle missed calls effectively. For example, you can configure the system to send an SMS and an email simultaneously when a call is missed, increasing the chances of reaching the recipient and providing them with the necessary information. By leveraging these missed call handling options, you can ensure that even if a call is not answered, you have alternative means of communication to engage with the recipient, provide them with relevant information, and encourage them to follow up or take the desired action.

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When a call is missed, the Power Dialer provides flexible options to handle these situations effectively. The system can automatically perform one or a combination of the following actions:

1. Sending SMS: Predefined text messages about the missed call's purpose and how to follow up. 2. Sending MMS: Including multimedia content like images or videos with text messages. 3. Leaving Voicemail: Customized messages with call-back details. 4. Sending Email: Including missed call information and additional instructions.

When a call is missed, the Power Dialer provides flexible options to handle these situations effectively. The system can automatically perform one or a combination of the following actions: **1.** **Sending SMS:** Predefined text messages about the missed call's purpose and how to follow up. **2.** **Sending MMS:** Including multimedia content like images or videos with text messages. **3.** **Leaving Voicemail:** Customized messages with call-back details. **4.** **Sending Email:** Including missed call information and additional instructions.

Choose Priority

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Priority Automation in the Power Dialer enables you to specify the order for prioritizing and distributing calls within your contact list. Options include ascending, descending, random, and alphabetized order.

**Priority Automation** in the Power Dialer enables you to specify the order for prioritizing and distributing calls within your contact list. Options include ascending, descending, random, and alphabetized order.
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Dial Option and Dial Option Time Delay settings. Dial Option: Determines how many times the Power Dialer attempts to call a number before moving to the next. Options: 1. Once: Single attempt per number. 2. Double: Two attempts with a specified time delay. 3. Triple: Three attempts with a delay between each.

Dial Option Time Delay: Specifies the interval between dial attempts for "Double" or "Triple" options. Options: 1. Minutes: Set delay in minutes. 2. Hours: Set delay in hours. These settings control call persistence and frequency, balancing contact attempts with avoiding intrusiveness. For example, "Double" with a 30-minute delay means two attempts with a 30-minute gap.

**Dial Option** and **Dial Option Time Delay** settings. [](url) **Dial Option:** Determines how many times the Power Dialer attempts to call a number before moving to the next. Options: **1.** Once: Single attempt per number. **2.** Double: Two attempts with a specified time delay. **3.** Triple: Three attempts with a delay between each. **Dial Option Time Delay:** Specifies the interval between dial attempts for "Double" or "Triple" options. Options: **1.** Minutes: Set delay in minutes. **2.** Hours: Set delay in hours. [](url) These settings control call persistence and frequency, balancing contact attempts with avoiding intrusiveness. For example, "Double" with a 30-minute delay means two attempts with a 30-minute gap.

Message after call

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Message after call allows you to send an automated message following a received call by yourself or an agent. Options include SMS, MMS, Email, Voicemail, or a combination of these.

**Message after call** allows you to send an automated message following a received call by yourself or an agent. Options include SMS, MMS, Email, Voicemail, or a combination of these.

Number pool

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Number Pool: In the Power Dialer, the Number Pool feature allows you to designate a group of phone numbers for outbound calls. When activated, the system selects numbers from this pool for dialing. Benefits include:

1. Compliance: Using multiple numbers helps adhere to regulations and avoid spam suspicions. 2. Call Volume Management: Distributes calls evenly across numbers, enhancing campaign efficiency. 3. Localization: Including local area codes increases answer rates, especially when targeting specific regions. Tags: Tags in the Power Dialer allow you to categorize and label your contacts or calls based on specific criteria. When the Tagging feature is enabled, you can assign tags to individual contacts or apply tags to entire campaigns.

**Number Pool:** In the Power Dialer, the Number Pool feature allows you to designate a group of phone numbers for outbound calls. When activated, the system selects numbers from this pool for dialing. Benefits include: **1.** Compliance: Using multiple numbers helps adhere to regulations and avoid spam suspicions. **2.** Call Volume Management: Distributes calls evenly across numbers, enhancing campaign efficiency. **3.** Localization: Including local area codes increases answer rates, especially when targeting specific regions. [](URL) **Tags:** Tags in the Power Dialer allow you to categorize and label your contacts or calls based on specific criteria. When the Tagging feature is enabled, you can assign tags to individual contacts or apply tags to entire campaigns.

Save or Start Power Dialer

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You can either Save or Start Power Dialer

You can either **Save** or **Start Power Dialer**

Dashboard

This dashboard provides a centralized view of your Power Dialer campaigns, allowing you to monitor their status, make changes to the settings, and control their execution. You can easily see which campaigns are currently active, which ones are scheduled for the future, and take appropriate actions based on your requirements.

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Status: The status column provides a dropdown menu with options to control the campaign. For a pending campaign, you can choose "pending" (keep the campaign scheduled), "Stop" (cancel the scheduled campaign), or "Play" (start the campaign immediately). For an active campaign, you can choose to "Pause" (temporarily halt the campaign), "Stop" (end the campaign), or "active" (continue the campaign without changes).

**Status**: The status column provides a dropdown menu with options to control the campaign. For a pending campaign, you can choose **"pending"** (keep the campaign scheduled), **"Stop"** (cancel the scheduled campaign), or **"Play"** (start the campaign immediately). For an active campaign, you can choose to **"Pause"** (temporarily halt the campaign), **"Stop"** (end the campaign), or **"active"** (continue the campaign without changes).

Case Use: SolarBright

The primary use of the Power Dialer is for multi-line dialing, which can be applied to almost any vertical. We will explore all the functions involved in setting up a multi-line campaign for a fictional solar company.

SolarBright is a solar company that generates leads through online forms on their website. They have a team of 20 part-time appointment setters who work from their own homes using their personal cell phones. To efficiently manage the lead follow-up process, SolarBright utilizes the Power Dialer feature in their SMS-iT CRM system.

Group and From Number

Let's walk through setting up a daily call center campaign with SolarBright sales manager Judy.

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The Judy chooses a Group and Send Number.

The Judy chooses a Group and Send Number.
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Judy, the SolarBright sales manager, assigns 20 part-time callers to the Multi-line Dialer. She selects "Route Call" for Call Handling and enters the 20 cell numbers for her team in the Route Call(s) field. Notably, the callers operate from home or in the field, providing SolarBright a cost-saving advantage over competitors.

Judy, the SolarBright sales manager, assigns 20 part-time callers to the **Multi-line Dialer**. She selects "Route Call" for **Call Handling** and enters the 20 cell numbers for her team in the **Route Call(s)** field. Notably, the callers operate from home or in the field, providing SolarBright a cost-saving advantage over competitors.

Schedule

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Judy, while setting up the Power Dialer in the early morning, schedules the calls to commence at 11 am.

Judy, while setting up the Power Dialer in the early morning, schedules the calls to commence at 11 am.

Missed Calls

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Judy configures Missed Calls (due to recipient unavailability, voicemail, or call decline) to trigger an SMS text and an email notification. Additionally, she configures the triggers to Abort if the call is answered. The Email From address is predetermined in the email settings and cannot be altered due to compliance regulations.

Judy configures **Missed Calls** (due to recipient unavailability, voicemail, or call decline) to trigger an SMS text and an email notification. [](url) Additionally, she configures the triggers to **Abort if the call is answered**. The **Email From** address is predetermined in the email settings and cannot be altered due to compliance regulations.

Choose Priority and Dial Option

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Judy arranges the calling list in Choose Priority in ascending order. She selects "Double" for the Dial Option, indicating each call will be attempted twice. For the Time Delay, she sets it to 24 hours, ensuring missed calls are retried the following day at the same time if not received initially.

Judy arranges the calling list in **Choose Priority** in ascending order. She selects "Double" for the **Dial Option**, indicating each call will be attempted twice. For the **Time Delay**, she sets it to 24 hours, ensuring missed calls are retried the following day at the same time if not received initially.

Save

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Judy saves the campaign, confident that it's now set to go on autopilot, and her appointment setters are ready to begin.

Judy saves the campaign, confident that it's now set to go on autopilot, and her appointment setters are ready to begin.

This completes the Power Dial tutorial.

Done