Docs
Learn the whole Dialsyx dialer, step by step, with screenshots of the real product.
Quick start
Four steps from your first sign-in to your first follow-up.
- Sign inOpen the dialer in Chrome or Edge and sign in.
- Make a callType a number, press call and talk.
- Tag the outcomeTap how the call went.
- Follow upSchedule a callback and track the lead.
Everything in the dialer
Choose a topic.
Getting started
Calling
- Make a callType or paste a number, press call and talk. Your contacts show up as you dial.
- Controls during a callMute, keypad, hold and more, all one tap away.
- Answer incoming callsIncoming calls arrive with context, so you know who is calling before you answer.
- Tag the outcome after a callOne tap after every call keeps your pipeline and reports accurate.
- VoicemailsMissed a call? Voicemails land right here, ready to call back in one tap.
Calls and AI
- Call logsEvery call is logged automatically. Filter, search and open any call.
- Call details and notesOpen any call to see the full picture and take action.
- AI call insightsTurn any recorded call into a summary, a scorecard and coaching tips.
- TranscriptsEvery recorded call gets a transcript you can search, copy and download.
- RecordingsAll your recorded calls in one place, with a storage meter.
Contacts and sales
- ContactsKeep every contact organised, with their whole history in one place.
- MessagesText your contacts from the dialer, with their details right beside the chat.
- The CRM boardSee your whole pipeline and move leads forward with a drag.
- Campaigns and auto-dialWork through a list of leads quickly, with preview dialing or auto-dial.
- Follow-upsNever miss a callback. Schedule by time and work the queue.
- ScriptsKeep your script in front of you while you talk.
Customise
- Refer and EarnWork with Dialsyx and earn when the people you refer become customers.
- Search everythingPress Cmd and K to find contacts, calls, campaigns and scripts in one box.
- SettingsMake the dialer yours: devices, recording, captions, the floating phone and more.
- Keyboard shortcutsHandle calls faster without reaching for the mouse.
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