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The power dialer is the default mode of the Phone tab: one call at a time, with everything you need on screen — the live transcript, AI coaching, and the contact’s full CRM context. When you’re ready to work a list in volume, switch to Multi-Line Dialing; everything on this page applies there too once you’re connected.

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Making a Call

1

Pick a contact

Select a contact from your list, or paste a number directly into the dialer.
2

Choose your caller ID

Pick which of your phone numbers the contact sees. Your primary number is selected by default.
3

Click Call

The call connects in your browser. The live transcript and coaching cards start as soon as someone answers.

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During the Call

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Live transcript

The transcript streams in real time, with you and the contact labeled separately. If you missed a detail — a medication name, a callback time, a spouse’s name — glance back instead of asking them to repeat it.

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AI coaching cards

Coaching cards appear alongside the transcript as the conversation unfolds. The AI tracks which phase the conversation is in and adapts what it shows you: When an objection comes up — “I need to think about it,” “I can’t afford it” — a card appears with a specific suggested response, in the moment, while you still have the contact on the line. Cards are suggestions, not scripts; use what fits and ignore the rest.

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Contact panel

While you talk, the contact panel shows everything you’d otherwise be clicking around for:
  • Stage and lead score
  • Notes and recent calls
  • On insurance workspaces: policy info, referrer, and live underwriting recommendations from the Underwriting Assistant

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After the Call

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Dispositions

When the call ends, a disposition modal asks how it went. Pick one option and optionally add notes: Dispositions update your CRM and can trigger automations — moving the contact to a new stage, creating a follow-up task, or sending a follow-up text.

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AI summary and next steps

After you set the disposition, AI writes a 2–3 sentence summary of the call plus suggested next steps, and posts both to the contact timeline. The record stays current without you writing notes by hand — though anything you type in the disposition modal is saved too.

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Recording and playback

Every call records automatically. Play recordings back from the contact timeline or from your call history — useful for reviewing your own calls or catching exact wording before a follow-up.
Every dial, connect, and disposition feeds your activity metrics automatically. On insurance workspaces, your daily tracker and dashboards fill themselves in as you work — and a recorded appointment outcome closes the loop when a call turns into a sale.