Power dialer

Work through a queue of phone calls.

Overview

The power dialer brings phone-call tasks into a queue and calls one person at a time. Review each person’s details and task notes, make the call, and log its outcome before moving on. Automatic dialing can start the next call after a preview period, giving you time to prepare between conversations.

Before starting, set up the dialer and check that you have an assigned number and microphone access. A workspace administrator must activate the dialer before reps can use it.

Prepare a calling session

1. Choose your tasks

   Open Tasks and filter the list to the work you want to do. Click Power dial to build a queue from the matching phone-call tasks. To work through a smaller group, select those tasks first and use the power-dial action for the selection.

   If Unify offers to enrich missing phone numbers, review the number of people and credit cost before proceeding. You can skip enrichment and continue with the available numbers.

2. Review the queue

   The session opens with the first person ready for preview. Review the person’s details, task notes, and recent activity. The queue on the left shows the people in your session.

3. Choose how calls start

   Open Settings to review automatic dialing, preview time, and the number of phone numbers to try for each person. Changes save as you make them.

   With Start calls automatically on, the dialer calls when the preview countdown ends. Turn it off if you want to start each call yourself.

4. Start the session

   Click Start. If automatic dialing is off, click Call when you are ready. Review any calling warnings before proceeding.

   During a call, use the controls to manage audio, open the keypad, or end the call. See Making calls for individual call controls and recording.

Set the pace

Use the session settings to control how much time you have between calls and which numbers the dialer tries.

Setting	Effect
Start calls automatically	Dials when the preview countdown ends.
Hang up on voicemail	Ends a call automatically when voicemail is detected.
Preview time	Sets how long you have to review the person before automatic dialing.
Ring timeout	Cancels an unanswered call after the selected ringing time.
Phone number attempts	Limits how many available numbers the session tries for each person.
Phone number types	Chooses which types of numbers the dialer can use, such as mobile or work numbers.

Pause the countdown when you need more time to prepare. You can also skip a person to move to the next entry. Skipping someone in the calling queue leaves their task open.

Log results and move on

After a conversation, choose a call disposition and add notes. Review any task-completion or sequence-enrollment choice before saving. If you request a follow-up task, finish its form before continuing.

Depending on your settings and the person’s remaining numbers, the next action can be Next Number or Next person. The session tracks dials, connects, and meetings booked as you work through the queue.

Finish the session

Click End session when you are finished. If people remain in the queue, Unify asks you to confirm. End any active call and log its outcome first.

The session recap shows your duration, dials, connects, connect rate, and meetings booked. Click Finish to return to the call log, where you can review individual calls and their notes.