Power Dialer

Overview 

Aloware's power dialer helps you call a list of contacts one by one without the need to look for the phone number or enter the phone number manually. This optimizes the calling process, making it more focused, efficient, and productive.

Building your task list

A task list is the list of contacts and their information that the power dialer calls.

You can build your task list by clicking on the green + Add Tasks button any time (even during the call). There are three ways to build your task list:

1. Bulk

Create a task by selecting an already existing contact group. Click on + Add Tasks, choose the Bulk category, and under Select contact groups, choose a contact group from the list.

2. Filter

By using the Filter option, you can customize and create your own task list immediately after you select and apply your filters. 

The Filter options are exactly the same as the ones found on the Contacts page. You can read more about our contact filters in this article.

When using the Filter function, you can filter your contacts by engagement date or creation date. You can also change the date range to suit your needs.

3. Test

If you want to add a single contact to your task list to test your power dialer, you can choose the Test option and select a contact. 

After adding the tasks, you will see the selected contacts under the Queued column.

4. Integrations

In the add tasks button, you can also add several contacts using the integrations tab. In the integrations tab, you can directly pull a list of contacts from the HubSpot and add them to your task. 

Push Contacts To Bottom/Top

When adding contacts to your task list, the new additions can be added to the bottom or top of the list.

  • Choosing to push contacts to the bottom, places the new additional contacts on the bottom of the list, after the existing queue.
  • Choosing to push contacts to the top, places the new additional contacts on top of the list, before the existing queue.

Add Multiple Phone Numbers

The “Add Multiple Numbers” feature adds the contact’s alternate/other available numbers aside from its main contact number. This feature gradually lessens the failed calls. (You can see the alternate number in parenthesis, and in bold format next to the contact name.)

Prevent Duplicate Task Creation

By selecting the Prevent duplicate task creation option, Aloware ensures that duplicate contacts will not be added to your task list.

Future Scheduled Task

This feature lets you schedule a task ahead in the future for your convenience. Just check the box and schedule the date that you want and it will automatically add it to your tasks.

Add Your Own Contacts (Integrations Tab)

Only in the Integrations tab, you can add your own list of contacts in the tasks by checking the “Add your own contacts” box.

Clearing Tasks

A contact can be removed from your task list by clicking on the red trash bin icon beside its name and number. You can also remove all the contacts in your task list by clicking on the red Clear Tasks button.

Selecting Your Outbound Line

Choose which line you would be using for your power dialing session by clicking on the line selector.

If you use Aloware's AI-powered local presence technology, you can select the line here. Just scroll through the options under the line selector and select local presence.

Start

Clicking on the blue Start button will run the power dialing session.

Play/Pause

While you are on a call, you can use the Pause button to temporarily halt the power dialer from making more calls. If you want to continue the power dialing session, you can click on Play to resume it.

Stop

Clicking on the Stop button will stop the power dialer from making more calls. If you want to end the power dialing session, use this button; otherwise, use the Pause button.

Schedule Task Button (During Call)

The schedule task button is only available when you are on call. The main function of schedule task is to set another task/call with that contact you are talking to. You can schedule it for a specific day and time and it will be automatically added to your “Scheduled” Task. 

Task List

Tasks can be in-progress, queued, completed, failed, and scheduled. When you start the power dialing session, we will automatically hide the task list to help you focus on the call. When you are on a call, you can see a task list button on the top-right side of the screen where you can use it to toggle the task list's display.

Order By

The “Order by:” function lets you order tasks by default or by their respective time zones.

Open CRM Links (available for HubSpot only) 

By selecting this option, Aloware will open the HubSpot contact page instead of showing the contact information. Toggling this on and off will let you switch from the Aloware interface to the HubSpot without leaving the dialer.

Skip Outside Day Times

Selecting this option will only let you call contacts for a certain period of time only (you can edit the time frame in the Account Settings > Power Dialer Settings). If your contact is beyond the open and close time it will push the task to the bottom of the list instead of failing it.

Warm Up Period

Warm up is the time before the dialer makes the call. During this time you can prepare yourself for the call while having access to the contact information.

You can customize the warm-up duration by clicking on its selector.

A contact's information can be accessed during the warm-up period:

Wrap Up Period

The wrap up period starts after a call has ended. This gives the agent some time to do after-call work (e.g. taking down notes, disposing of the contact, etc). 

By clicking on the white Back button on the dialer, Aloware will start running the next task on the list.

Depending on the task's result, it will be categorized under Completed or Failed.

PowerDialer Settings (Accounts Tab)

Master Control

To access the PowerDialer settings, click the Accounts tab on the left side and scroll down and look for the PowerDialer Settings. When you enable this option, only the admins can add, schedule, and delete all the tasks on the agents' PowerDialer.

Open Time & Close Time

Open Time and Close Time feature enable you to edit the open and close time of your contacts, this feature is mainly for the “Skip outside day times” option that you can check before starting the power dialing session.

Still need help? Contact Us Contact Us