Lists and segmentation
Organize contacts by campaign, portfolio, priority, source, or owner before starting attempts.
OmniSmart feature · Automatic dialer
Automatic dialer to turn attempts into conversations
Organize lists, dialing modes, cadence, agents, and results in an operation connected to telephony and CRM. The focus shifts from how many times the team pressed the call button to how many useful conversations moved forward.
Dialing connected to CRMModes according to the campaignAttempt and result management
dialpadOutbound campaign
ACTIVE DIALING
ModeProgressiveconfigured pace
AgentsAvailablecapacity monitored
OutcomesStandardizednext action defined
From list to next action
databaseSegmented basePortfolio and priority
phone_in_talkAttemptDialing rule
support_agentConversationContext on screen
task_altOutcomeCRM updated
infoVisual example of a connected operationVISUAL EXAMPLE
Fewer stepsNo dialing a number for each attempt
4 modesAssisted manual, preview, progressive, and predictive
One journeyList, call, outcome, and next action
More contextHistory available to the agent
Direct answer
What is an automatic dialer?
An automatic dialer is software that initiates calls from a list and applies rules to deliver contacts to agents. The chosen mode defines when the call starts, how much context appears before the call, and how the platform balances speed, team availability, and abandonment risk.
- Preview prioritizes preparation before the call.
- Progressive dials when an agent is available.
- Predictive calculates the pace based on the operation.
- The best choice depends on volume, context, and goal.
Productivity with control
Automating dialing is just the beginning
A consistent campaign combines contact base, dialing mode, telephony, agent availability, outcome logging, and retry rules. Without this view, the dialer only speeds up a disorganized operation.
Dialing mode by objective
Choose preview, progressive, predictive, or an assisted approach based on volume, risk, and need for context.
Record during the conversation
Provide the agent with contact data, history, script, and result fields while the call happens.
Cadence and retries
Define times, number of attempts, intervals, and handling for unanswered, busy, or invalid numbers.
Standardized outcomes
Classify each call and turn the result into a task, callback, opportunity, agreement, or closure.
Campaign metrics
Track attempts, completion, useful contacts, talk time, conversion, and productivity by team.
From list to next action
A campaign that doesn't end when the call hangs up
The value shows up when dialing and the sales or service process share the same record.
Prepare the list
Validate the source, audience, available data, and list prioritization criteria.
Choose the mode
Define how each contact will be presented and when the call should start.
Talk with context
The agent receives the call with clear information and objective.
Log the outcome
Classify the result and update the contact's journey.
Optimize the campaign
Compare lists, schedules, teams, and approaches before scaling up volume.
Impact on operations
What changes in practice
Dialing gains value when it reduces steps, delivers context, and turns every outcome into a measurable next action.
Less time between contacts
The team reduces manual steps and focuses the routine on useful conversations and records.
Better-prepared agents
Data and history help start the conversation at the right point, depending on the configured mode.
Comparable campaigns
The manager can separate effort, effective contact, and results by list, team, and period.
Multichannel continuity
The call can generate a callback, task, or continuity through another channel without losing context.
Who it makes sense for
Dialing for teams that need to talk and move forward
Outbound salesCollectionsRelationshipSurveysConfirmationsOutbound operations
Frequently asked questions
Learn more
It's the software that initiates calls from a list and applies rules to connect contacts to agents. The behavior changes depending on the preview, progressive, predictive, or assisted mode.
Automatic dialer is the category. Predictive is one of the possible modes: it calculates the call pace in advance based on availability, duration, and the operation's answer rate.
Preview favors high-value contacts and preparation. Progressive balances pace and control. Predictive prioritizes scale and requires capacity, calibration, and monitoring. The choice depends on the objective and the list.
Yes. The integration can open the contact's record, log activities, save the result, and create the next action. The scope depends on the CRM, fields, and available APIs.
No. No technology makes the person answer. The dialer reduces manual work, handles technical outcomes, and helps test list, schedule, and cadence to increase the proportion of useful contacts.
Don't just look at attempts. Compare useful contacts, talk time, CPC when applicable, conversion, abandonment, cost per result, and approach quality.
Yes. AI can support scripts, summaries, classification, and, in specific campaigns, conduct voice conversations. The use case, limits, and human transfer need to be defined.
Talk to OmniSmart
Design a campaign for your real scenario
Share volume, team, list, objective, and systems used. OmniSmart helps choose the right dialing mode and metrics.
Chat with a specialist
Tell us the basics about your scenario.