Sales · Retention

Relay & Parley dialers

The Leads page in the dialer, auto-dial, outcomes, callbacks, caller IDs, and what the messages mean.

The Leads page

Your queue from the CRM, in the CRM's dial order. Filter with the pills (outcome, status, source, pool, dialer, tries) — pick several in a row to combine them — or the quick chips (Never dialled, New, Callbacks, Interested, Voicemail, No answer, Hung up without outcome, Dialled today). Sort with the menu or by clicking a column. 'Columns' lets you hide what you don't need; the choice is remembered.

Every outcome has its own colour: green interested, blue callback, amber voicemail, grey no answer, rose not interested, purple wrong number, red do-not-call, magenta 'hung up, no outcome'.

Auto-dial

  1. Press Start auto-dial on the Leads page. The dialer asks the CRM for your next NEW lead and calls it.
  2. Ringing stops after 30 s if nobody answers; the next lead follows after a 5-second countdown.
  3. After a conversation the wrap-up appears — choose the outcome (and a callback time if you promised one). Auto-dial pauses until you do.
  4. Voicemail greetings and calls under 20 s are filed for you. Leads the cap forbids are skipped.
  5. Press Stop at any time. Refresh the page if the dialer shows a call that ended long ago.

Caller IDs

Leave the line on Auto: the dialer rotates numbers of the right country, keeps the same number for a lead you have called before, and avoids numbers that are resting or at their daily cap. Mobile numbers are used twice as often as landlines.

Messages you may see

MessageMeaningWhat to do
No free line on our trunkthe carrier had no channel for the call; the lead is back in the queuewait a few seconds and dial again
Tried at 10:15 — next attempt after 11:15attempt capmove on; the lead becomes dialable later
Already tried 3× todaydaily attempt captomorrow
The carrier could not connect the callthe number was refused (dead, blocked)the CRM records it as a carrier reject
Caller waiting on holdsomeone called one of our numbers back and is on hold with musicTake call

Inbound calls

On Parley, people who call our Telnyx numbers back are answered immediately, hear the hold music, and every agent gets a quiet 'Caller waiting on hold' card for up to 10 minutes. Whoever presses Take call gets them.