The dialing session can be initiated only from the AIFD Session tab. Please dial into the Phone Bridge to click the Start Session button.
After clicking the Start Session button, the 'Before You Begin’ window will pop up. This allows you to select the starting point from where to begin the session and the time zones you want to dial.
|From The Beginning – Choose ‘From The Beginning’ to start at the beginning of your list.
Where I Left Off – Choose if you would like to start your session exactly where you left off during your last session. When using this, you want to make sure you have not reloaded your list.
NOTE: The option Where I Left Off will be disabled/grayed out in the Before You Begin window for the following scenarios:
From Row – This allows you to choose which row number you want to start dialing from.
NOTE: It is not recommended to make any changes in your List Settings when choosing the From Row field.
Dialer Setup – This section will bring the following settings information that you have configured for the active report/call list in the Add Records From HubSpot/Add Record from CSV window, during prospects upload from the Lists tab. You can change the settings as needed, before starting the session.
To dial international calls, select the Time zone ‘International’. A confirmation message will be displayed as shown below:
Click OK to proceed to dial the list. After that, all the other U.S. Time Zones will be disabled or grayed out to restrict dialing records in other time zones.
NOTE: The International option will be displayed only for users making calls outside of the US and Canada (pre-configured settings).
Click on the Begin AI Dialing button to start the dialing session. An email notification will be sent to your manager's registered Email ID, upon starting the session.
NOTE: The below alert message will be displayed when clicking the Begin AI Dialing button if the phone fields selected in the Dialer Setup are not chosen in the Customized View section.
Click the Customize View button to open the Manage Columns window, allowing users to easily add the selected phone column(s). Alternatively, click the Close icon to close the window, remove the missed phone field in the Dialer Setup section, and proceed with the dialing session. Please refer to the article How do I move my columns around in AIFD Session? for more detailed information.
On clicking the Begin AI Dialing button, the dialing session will be started. AI Flow Dialer makes one call at a time and the artificial intelligence automatically identifies the nature of the voice on the call and takes the appropriate action. Also, a Call Disposition window will pop up once the session will be started.
- If there is a trace of a human voice on the Call, AI Flow Dialer will transfer the call to the Sales Rep without any delay.
When the call is completed, click the Hang-Up button, and select a call outcome from the Call Result dropdown from the Call Disposition window.
Click Dial Next Number to dial the alternative phone number(s) of the prospect (if any), when the primary number is not reachable. In the case that there are no other phone numbers, Dial Next Number will dial the next prospect on the list, or click Dial Next Contact to dial the phone number of the next prospect.
- In the case of Voicemail, AI Flow Dialer will automatically send the selected VM and hang up the call with an appropriate Call Disposition.
- In the case of IVR, AI Flow Dialer will automatically hang up the call with an appropriate Call Disposition.
The Dial Pad feature in the Call Disposition window allows you to enter the IVR options to connect with the prospect.
Koncert is integrated with Outreach, so the call details (logged through the Call Disposition window) for the Outreach prospects will be communicated back to Outreach.
The Activity History tab in the Call Disposition window displays all the prospect activities from Outreach.
You can view the prospect details and the activities performed in Koncert, within Outreach, by clicking the button for the prospect.
The Outreach - Prospects window will be displayed with the selected prospect information.
The activities performed (such as Calls made, Left Voicemail, Got Referral, Follow-up, etc.) in the Koncert portal will be updated in the Outreach » Activity tab. The prospects will be also moved to the next Outreach Step.
Please contact Koncert Support for any questions at email@example.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.