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Qualifying Bots & Dialers

Connecting your dialer, building flows, voicemail, transfers and call outcomes.

What do you need from our dialer?

The details we ask for before connecting, and why each one matters.

How is a campaign set up on our dialer?

Flows, seats and assignments, in the order that makes the dialer settings correct.

How do flows work?

Questions, the answers each one listens for, and the branch each answer takes.

What happens when the bot reaches voicemail?

Your dialer's answering machine detection runs first, and the bot catches what it misses.

What if the caller is silent or unclear?

How long the bot waits, when it asks again, and where the call goes after that.

How do transfers to our closers work?

The caller hears a hold message and is handed to your team with their details on screen.

How are outcomes and dispositions decided?

Every outcome comes from a branch a person wired. Nothing is guessed.

Working the callback and do-not-call lists

Callbacks are a queue for your agents. Do-not-call changes are limited by role.

Which campaigns can a qualifying bot run?

Any campaign built on a fixed set of screening questions.

Troubleshooting qualifying bots

The problems clients see most often, and what usually causes them.

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