How to get started with the product "Auto Dialer"

What do you need to get started?

Auto Dialer is a call automation tool that allows companies to quickly and efficiently contact their audience. IPTel allows you to create campaigns, upload customer databases, make calls automatically, and collect and analyse results.

To successfully implement the product, you will need:

1. A list of contacts: Format: Excel spreadsheet with a list of leads or filtered leads in our CRM system.

Note: If you use a CRM system, you need to create a corresponding campaign in advance.

2. Audio file (for robocall and its types): This can be a recording of a voice message that will be played during the call.
3. Access to the IPTel platform: If you are not already connected, contact technical support to get access.
4. Customised agents: If you use an agent-based model, make sure your employees have access to the system.

Getting started

You can find step-by-step instructions on how to start the Auto Dialer here:

Robocall

IVR call (with manager connection)

How to automate the process of uploading contacts?

If you want new prospects to be automatically added to your campaign, use the integration via the IPTel API. For example:

• Connect your CRM system with IPTel to automatically transfer contacts based on a certain status.
• Use web forms or chatbots to collect contacts and transfer them to IPTel.

Benefits of the Auto Dialer from IPTel

• Speed and efficiency: the system allows you to work with thousands of contacts simultaneously, optimising time and resources.
• Integration with CRM: provides convenient work with databases, makes it easy to process leads and automatically update information.
• Integration with artificial intelligence: the system supports the ability to quickly analyse call quality using AI, as well as convert call recordings to text for faster evaluation.
• Duplicate checking: when importing contacts, the system automatically checks them for duplicates, which helps to keep the database clean and organised.
• Blacklists: flexible customisation of individual blacklists for different campaigns allows you to segment your leads. For example, VIP clients receive calls only from top salespeople, not from ordinary managers.
• Analysis of results: user-friendly reports help to evaluate the effectiveness of campaigns and make necessary adjustments.
• Automation: significantly reduces the manual work of managers, allowing them to focus on important tasks.

Tips for a successful start

1. Choose the right time to call: determine when your audience is most likely to answer the call.
2. Test your audio: it should be simple and concise, with a clear call to action.

This process will allow you to quickly and easily launch an Auto Dialer campaign, optimising communication with your customers.

We strive to make the setup and operation process as simple and useful as possible. If you have any questions, please contact your manager or support team!