Here, you can configure the settings in the the following sub-tabs:

• General

• Default landing sub-tab, where you can set/update the Advanced Settings.

• Dialers

• Here you can configure the following settings:

• AI Flow Dialer Settings
• AI Parallel Dialer Settings

• Import Queue

• To view the bulk jobs/tasks submitted during list uploading or importing,  with their processing time and status. This tab will be visible only for users and managers.

• Third Party Integrations

• Users can connect/disconnect the Third Party applications. This tab will be visible only for users and managers.

For Users/Managers:

For Admins:

Any modification done here will be automatically updated in the Dialing Session » Settings Summary window.

General tab

Advanced Settings

The advanced Koncert settings are as follows:

Expand this section by clicking the arrow. The advanced settings are as follows:

• Country code is prefixed in phone number – By default, it is not enabled. Select this option when dialing international countries. You should ensure the country code is prefixed to each phone number. This option will only be available when International countries are enabled for your org.

• Open Prospect View Screen (upon call transfer) – By default, it is not enabled. Select this option to auto-open the Prospect View Screen window when the call is connected. Applicable only for CRM Orgs or Orgs integrated with the Sales Engagement Platform.

• • Default Salesforce window – This option is enabled only if you have selected the Open Prospect View Screen (upon call transfer) option. It has two options Account and Contact. Defaults to Contact. The selected tab is made as a default landing page and is opened while dialing the prospect. Applicable and available only for Salesforce Org.

• • Default <Sales Engagement Platform Name> window – The selected window is made as a default landing page and is opened while dialing the prospect when opening the prospect window.

• Default open Style – The options 'Pop up window and New tab' are available under this dropdown. Upon selection, the tab selected under the above two settings "Default  Salesforce window and Default <Sales Engagement Platform Name> window is opened in the style selected here.

• Open LinkedIn Window (upon call transfer) – Select this option to auto-open the LinkedIn page of the prospect being dialed when the call is connected.

• Open Cadence in a separate tab– Select this option to launch the Cadence application in a separate tab within the same browser. This option will only be available users who have a Cadence license.

• Default Tab – Choose a default landing page to be launched after logging into the Koncert portal.

• • Last used Dialer – It defaults to the Dialer you used last (AI Flow Dialer or AI Parallel Dialer)

• • Remote Coach

• • Analytics

• Connection Notification (Beep) – Choose a comfortable, beep sound volume when a call is transferred to the prospect by AI during an AIPD session. Click on the desired position on the slider bar to select the preferred volume (Short, Med, or Long).

Dialers tab

• AI Parallel Dialer

This section has settings specific to AI Parallel Dialer.

• • Upon VM detection, leave/skip VMs – On detecting Voicemail during a call, AI Dialers can either leave the VM or skip sending the VM and move on to the next contact, based on the Voicemail settings (Turned ON/OFF) in the Dialing Session tab.

• • Upon Phone Tree detection, skip call – Allows AI Dialers to skip the call upon detecting Phone Tree.

• • AI skip busy/failed calls – Allows AI Dialers to skip the call if the number is busy or not reachable.

• • The user cannot modify the above 3 fields, as those are enabled and grayed out by default.

• • Enable Phone Tree Navigation – Enable to navigate through Phone Trees to reach the desired prospects. Upon enabling the Enable Phone Tree Navigation option, the option Upon Phone Tree detection, skip call will be automatically disabled under the AI Parallel Dialer section.

• • NOTE: If the user deselects the option Enable Phone Tree Navigation, then Koncert will automatically enable the option Upon Phone Tree detection, skip call, as the user cannot modify this setting manually.

• • Parallel lines – By default, the option 4 (recommended) will be selected, indicating that 4 parallel calls will be made at once. If needed, choose the number of parallel calls you wish to make.

• AI Flow Dialer

This section has settings specific to the AI Flow Dialer.

• • Upon VM detection, leave/skip VMs – On detecting Voicemail during a call, AI Dialers can either leave the VM or skip sending VM and move on to the next contact, based on the Voicemail settings (Turned ON/OFF) in the Dialing Session tab. By default, this field will be selected.

• • Upon Phone Tree detection, skip call – Allows AI Dialers to skip the call upon detecting Phone Tree.

• • AI skip after ringing for <30> seconds – Allows AI Dialers to skip the call after the selected duration (30, 45 or 60 seconds) of ringing. By default, this field will be selected.

• • AI skip busy/failed calls – Allows AI Dialers to skip the call if the number is busy or not reachable. By default, this field will be selected.

• • AI silence ring tone – Keeps AI Dialers silent so you won't hear any ringtone while dialing the prospects.

• • Enable Phone Tree Navigation – Enable to navigate through Phone Trees to reach the prospects. In order to enable the option Enable Phone Tree Navigation", you must disable the option "Upon Phone Tree detection, skip call". Once the Enable Phone Tree Navigation is enabled, the option Upon Phone Tree detection, skip call will be automatically disabled.

When you hover over the options, the respective tooltips indicating their functionalities will be displayed. For example, when you hover over the option AI skip busy/failed calls, the following tooltip will be displayed.

Import Queue Tab

This sub-tab is used to view the bulk jobs/tasks submitted during list uploading or importing with their processing time and status.

The Import Queue is enabled on a request basis. It is particularly useful for uploading or importing large lists containing more than 1000 records.

For instance, if you are importing a list that contains more than 2000 records into the Dialing Session tab, in this case, the import task is added to the Import Queue and users can track its status from this tab.

The available columns are:

• Job Type – Job/task submitted for process

• Start Time – Date & Timestamp when the job/task is processed

• End Time – Date & Timestamp when the job/task ended

• Status – Status for each job/task (In Progress, Success or Failure)

An Info icon is available next to each task under the Status column. Clicking on it opens the Import Status window, which displays the upload status of each list, including the number of records imported/processed.

• List Names – Name of the list processed in a job/task

Third Party Integrations tab

This will be available only for users and will be only visible for HubSpot org or any orgs integrated with Sales Engagement Platforms (such as Outreach, Salesloft, or Apollo) or third party integrated applications like Gong. Here, you can set up the permissions required for authorizing those.

Upon launching the the Koncert Portal, an Authorize <Sales Engagement Platform> popup will be displayed, in case if you have selected any Sales Engagement Platform during Org creation.

Click the Connect button, and the respective Sales Engagement Platform Login page will open up, where you can log-in with your credentials to complete the authorization process.

Disconnect – Disconnect the authorization of <CRM/Sales Engagement Platform> at any time, if needed. You can reconnect it again.

Refer to the section Third Party Integrations for detailed information.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.