Dynamic Dial is the fully autonomous dialer in turboDial that greatly simplifies the dialing steps for your Calling Agents while also giving complete control of the dialing session to the manager. The result is your agents are more efficient and your prospects are treated more respectfully.
With Dynamic Dial there are three different roles for you to assign:
- Session Owner – this person sets up and manages the Dialing Session. This user has full control to configure the Session to optimize Calling Agent productivity.
- Calling Agent – one or more users may Join a Dynamic Dial Session to participate in Calls during the Session.
- Supervisor – you can authorize specific users to have access to live monitor calls for the purpose of training and evaluation.
This video gives a quick introduction to Dynamic Dial:
How-To Video: Calling Agent Role
This video walks through the steps for a Calling Agent to use Dynamic Dial for calling a list.
Click this link to download the slides used in the video.
How-To Video: Session Owner Role
The Session Owner has the role of configuring the Saved Search in Infusionsoft and then setting up the Dynamic Dial Session in turboDial.
This video walks through the details the Session Owner needs to fully understand the optional settings for a Session.
How-To Video: Supervisor Role
The Supervisor must be specifically authorized in your turboDial Management Account. An Authorized Supervisor will have access to the tools for Monitoring calls in Dynamic Dial Sessions.
Common Questions about Dynamic Dial
The exception is if you have the “Notify on Answers w/No Agent Available” option enabled. In that case the Contact is turned over to be manually dialed and that Contact’s numbers will not be eligible for further attempts.
But if Answer Detect is enabled then that number will remain eligible for future dial attempts.