This panel provides a comprehensive overview of your settings and configurations related to your dialing session. You can easily manage and configure these settings directly within the panel.

Collapsing and Expanding the Panel

If you need more workspace, you can collapse the Settings Summary panel by clicking the Right Arrow icon. To expand it again, simply click the Left Arrow icon. These options allow you to manage your screen space efficiently while keeping essential settings accessible when needed.

Automatic Saving of Changes

Any modifications made within the Settings Summary panel are automatically saved. You don't need to worry about manually saving changes. Koncert will apply your adjustments as soon as they are made.

This panel provides several key functions for managing your dialing session:

❖  Search and Upload Lists & Follow-Ups

❖  Configure Phone columns and Caller IDs

❖  Settings on Voicemail

❖  General Settings (AIFD/AIPD/AAD)

❖  Advanced Settings

• Search and Upload Lists & Follow-Ups

• Source:

This dropdown lists out the type of org (CRM/Standalone) name along with the integrated Sales Engagement Platform (if applicable) and Cadence (if you have obtained license.

• Search/Upload Lists & Follow-Ups:

This section enables users to search and import call lists from their selected CRM/Sales Engagement platform/CSV or Cadence. Koncert automatically displays the relevant reports based on the selected source. The users select any report to be imported into the Dialing Session tab.

Once imported from there, Koncert automatically adds the lists under the Lists tab as well. Also, users can import any available lists from the Lists tab and dial them as required.

The users can directly import recently uploaded CSV files as well as search any CSV files available in the Lists tab. 

• Quick Lists:

The Quick List allows you to reach out to prospects without needing an active task.

The following Quick Lists are available:

• Prospects who didn’t answer Today:

This list includes all the prospects called today (once or multiple times) that couldn't be reached.

Once you selected, a new option Choose Timeframe made available, allow you to select a timeframe (Today, Yesterday, Current Week, Custom, with a maximum of a 1-month duration). 

Select the timeframe and click Upload to import the list. The list name will be updated based on the selected timeframe. For example, if you choose Last Week, the list will be renamed as Prospects who Didn’t Answer Last Week in the Dialing Session tab.

• People who opened or clicked emails recently:

This list includes all actively sequenced prospects in Email touch/step who have opened or clicked the emails at least twice. (Applicable only to Sales Engagement Platforms).

If you import this list to Dialing Session tab and dial a session, only the activity will be created for the Quick List. The calls to prospects from the Quick List will not advance or complete existing touches/steps.

For Salesloft, even if the prospects exit/remove from the Sequence, they will still remain in this list.

• Koncert <CRM/Standalone> Follow Ups (Not due) – Stores records scheduled for future follow-up calls. You can upload these for dialing when needed.

• Koncert <CRM/Standalone> Follow Ups (Past due) – Stores records scheduled for past follow-up calls. You can upload these for dialing as well.

NOTE: The follow-up list names will adjust based on CRM integration. For example, if integrated with Salesforce, the lists will be labeled as:

• • Koncert Salesforce Follow Ups (Not Due)
  • Koncert Salesforce Follow Ups (Past Due)

• Recent Lists

• CRM org without any Sales Engagement platform integration – When recent call lists are visible in the Dialing Session tab, the dropdown will list 4 recently uploaded call lists along with quick lists.

However, if there are no call lists visible in the Dialing Session tab, the dropdown will only display the names of the 5 most recent call lists.

• Orgs integrated with the Sales Engagement platform: Displays Pending Calls, and Manual calls along with quick lists.

• Shared Sequence:

Applicable only for Salesloft & Outreach. By default, only sequences you own appear in the searches.

Enabling the Shared Sequences expands your search to include:

• • Sequences created by other users.

• • Sequences shared directly with you by managers or other users.

However, when you import a shared sequence, only the prospects you own within that sequence will be imported into the Dialing Session.

• Import all or selected steps from Sequence /Cadence

For Outreach, Salesloft, and Apollo, you can select or deselect individual steps of a sequence or cadence from Choose Steps dropdown during import. The chosen steps will be imported for dialing.

NOTE: If you wish to use additional options while importing a list, you can do so from the Lists tab.

• For Cadence users: Allows you to search and import Cadences with call touches, Pending Calls, and quick lists.

• Dialing Options

This section has the following options:

• Phone

  For AI Parallel Dialer: The default phone columns are preselected. If additional phone columns are needed, please contact your administrator. A tooltip is available with this information. 

For AI Flow Dialer: You can select the desired phone column from the dropdown and modify the setting as needed.

If multiple phone columns are selected, dialing will follow the specified order.

• Caller ID – Choose how you want your prospect to see your phone number. Available options

The available options are – Automated Local Presence, Custom, and Random.

• Automated Local Presence – Provides local presence by using a pool of Caller IDs mapped to area codes.

• Custom – When selecting this option, the Caller IDs dropdown will be enabled and allow you to select Caller IDs. The selected Caller IDs will be displayed to the prospect. if you have more than one, they will be used in a round-robin manner).

When a Custom option is selected from the dropdown, the following option will be made available.

Add –  Click to add or Purchase Custom Caller IDs. Please refer to the article Purchase Custom Caller IDs from Session tab for detailed instructions.

• Random – Randomly picks an Automated Local Presence ID.

If changes are made to the phone fields, the voicemail assignments will reset. The Info icon next to the Phone Fields displays the below tooltip when hovered over. Refer to the below Voicemails section.

• Voicemails

The Voicemails section allows you to record, play, and manage voicemails. Voicemails are played automatically by the AI if voicemail is reached during a call. Also, the user can choose to play voicemails manually in the Call Disposition window.

Turn ON/OFF Voicemail – Toggle the voicemail feature on or off.

Voicemail dropdown – Select the voicemail to send to prospects.

Record – Click to record a new voicemail.

NOTE: If you try to record a voicemail without being connected to the phone bridge, an alert will appear.

Play – Listen to the selected voicemail.

Delete – Remove the selected voicemail.

– Click to sort the voicemails.

Refer to the article Voicemails for detailed instructions.

• Battlecards

The available battlecards are listed in dropdown upon expanding it. You can select the battlecard as you wish.

The Battlecards will be displayed directly within the Call Disposition window under a dedicated Battlecards tab.

While importing a list, you can add this Battlecard from Add Records From window in the Lists tab. The selected battlecard will be visible in the Battlecards section by default.

• Settings

• AI Flow Dialer 

Available only if AIFD is selected, this section includes AI-specific dialing settings:

• 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 to skip calls when a phone tree (IVR) is detected.

• AI skip after ringing for <duration> seconds – Skip calls if they ring for a specified duration (default: 30 seconds).

• AI skip busy/failed calls – Skip calls to busy or unreachable numbers.

• AI silence Ring tone – Keeps AI dialers silent during dialing.

• 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 Upon Phone Tree detection, skip call option. Once the Enable Phone Tree Navigation is enabled, the option Upon Phone Tree detection, skip call will be automatically disabled.

• AI Parallel Dialer

This section is available if the AIPD product is selected. It allows you to configure settings related to parallel dialing and call management:

• 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 AIPD Dialing Session tab.

• Upon Phone Tree detection, skip call – Allows AI Dialers to move on to the next contact upon detecting IVR.

• AI skip busy/failed calls – AI skips calls to busy or unreachable numbers.

  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 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 – Defaults to 4 (recommended), but you can adjust to 2 or 3 parallel lines.

• Agent Assisted Dialer

This section is available if the AAD product is selected. It allows you to configure settings related to Agent Assisted dialing and call management:

• Dialing Instructions – Dialing Instructions are for Dialing Agents to use when asked by Operators or Gatekeepers, who you are, where you are calling from, or what the call is regarding during an Agent Assisted Dialer session. Dialing/call instructions can be configured for the call list from Settings Summary window.

• The Initial Transfer Greeting (ITG) – feature empowers you to deliver personalized and professional messages during call transfers. Whether you want a warm introduction, a formal tone, or something tailored to your audience, ITG gives you full control. Record, review, and manage your greetings to ensure seamless communication and a positive first impression. The ITG feature is applicable only for Agent Assisted Dialer.

  You can manage your ITG settings from the Dialing Session tab » Settings Summary window » Agent Assisted Dialer section. From here, you can record, play, or delete ITG as needed.

• Advanced

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

• – Click to delete all prospects from the Dialing Session tab.

Upon clicking, a confirmation message below will be displayed.

Click OK to clear all the existing records from the Dialing Session tab. After successfully clearing the records, the message Contacts Removed will be displayed.

• Enable Double Tap – By default, it is enabled. It allows AI to automatically redial a prospect’s number if the first call goes unanswered. AI will initiate a second call immediately, except for the outcomes - busy, failed, a phone tree, or left voicemail (AI). This second attempt won’t be counted in your dialing metrics, ensuring your analytics remain accurate. The goal is to increase the chances of reaching the prospect while avoiding unnecessary call attempts.

• Show Activity History -  By default, it is not enabled. Upon enabling this checkbox, a new Activity History icon will appear under the Contact Name and Account Name columns in front of the respective prospect name and account name within the Dialing Session tab.

  The users can click the Activity History  under the Contact Name column to view the prospect's top 5 activities from the CRM/Sales Engagement Platform.

  Also, click the Activity History  icon under the Account Name column to view the recent 5 activities of the prospects associated with the account.

• Open Prospect View Screen (upon call transfer) – Auto-opens the Prospect View Screen when a call is transferred (only applicable for CRM Org or integrated orgs). By default, it is not enabled.

• 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.

• 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 Default <CRM Name /Sales Engagement Platform Name> window’ dropdown is opened in the style selected here.

• Refresh Lists Automatically (Dynamic Lists) – Enable this option to bring the latest updated reports from your CRM or Sales Engagement Platform. A prompt will appear when starting the dialing session to either refresh the list or continue with the current one.

When the option is enabled, the pop-up below will be displayed, upon starting the dialing session.

• Yes – This brings the latest, updated report from the CRM or Sales Engagement platform

• Cancel – Proceed the dialing session with the existing report

• Remember this option for future – Upon clicking this option, Koncert automatically refreshes the list whenever it is uploaded into the Dialing Session tab.

• Generate AI Summary automatically after each call – Upon clicking on this, the summary will be  generated automatically for calls that last for 2 minutes or more, after clicking the Hang up button in the Call Disposition pop up.

• Enable AIPD Transcription for each dial – Displays transcriptions of conversations under each record during an AIPD session.

• Open LinkedIn Window (upon call transfer) – Auto-opens the prospect’s LinkedIn page when the call is connected.

• Open Website URL – Opens the prospect’s website upon connection (available on request).

• Skip to next touch for Empty Phone Numbers: This setting determines how prospects without phone numbers are handled within a sequence or cadence.

• Without this setting enabled: Prospects with missing phone numbers remain in the Non-Dialable Prospects tab and do not advance to the next step in the sequence.

• With this setting enabled: Prospects with missing or invalid phone numbers are automatically moved to the next step in the sequence whenever the list is refreshed, reset, or re-imported. This bypasses the phone contact stage, allowing the engagement process to continue without interruption.

• Manual intervention required: Prospects will stay in the Non-Dialable Prospects tab until their phone numbers are manually updated or validated, ensuring they can be contacted appropriately at a later stage.

• Skip to next touch for DNC/Parking lot Phone Numbers or AI learnt Invalid Phone Numbers: This setting addresses how to handle prospects whose phone numbers are marked as Do Not Contact (DNC), placed in a Parking Lot, or identified as invalid by AI.

• Without this setting enabled: Prospects with phone numbers marked as DNC, Parking Lot, or AI-learned invalid remain in the Non-Dialable Prospects tab, preventing further attempts to contact them within the sequence.

• With this setting enabled: These prospects are automatically advanced to the next step in the sequence upon list refresh, reset, or re-import. Steps requiring phone contact are skipped, allowing the sequence to continue seamlessly despite the contact restriction.

• Manual intervention required: Prospects will remain in the Non-Dialable Prospects tab until they are manually removed or resolved, ensuring compliance and providing opportunities to update or requalify their contact information later.

NOTE: The above two checkboxes will be applicable only for users of Apollo, Outreach and Salesloft when uploading prospects in pending calls or a Sequence or Cadence. The feature does not apply to prospects in Manual Calls.

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.