Cordiul Docs

Using the Dialer

Learn how to use Cordiul's dialer to make calls, manage contacts, and run campaigns.

Overview

The dialer is your main workspace for making calls. It provides a powerful interface for managing contacts, creating call lists, and executing outbound call campaigns with smart phone number rotation.

Key Features

Smart Dialing
Automatic phone number rotation and intelligent call management
  • Auto-provisioning of phone numbers
  • Smart number rotation to avoid rate limits
  • Parallel calling with configurable limits
Contact Management
Organize and manage your contacts efficiently
  • Import from HubSpot or CSV
  • Create and manage contact lists
  • Automatic contact enrichment
Contact Lists
Organize contacts into lists for targeted campaigns
  • Create lists from selected contacts
  • Filter and search contacts
  • Track call history per contact
Call Controls
Full control over your calls with professional features
  • Mute, hold, and hangup controls
  • Contact summary panel during calls
  • Call disposition tracking

Step-by-Step Guide

1. Import or Add Contacts

Before you can make calls, you need contacts in your dialer. You have several options:

  • HubSpot Import: Click "Import from HubSpot" to sync your HubSpot contacts
  • CSV Upload: Upload a CSV file with your contacts
  • Manual Entry: Add contacts one by one using the "Add Contact" button
2. Create Contact Lists (Optional)

Organize your contacts into lists for better campaign management:

  1. Select contacts from the table
  2. Click "Create List from Selection"
  3. Name your list and save it
  4. Select the list to filter contacts
3. Configure Phone Numbers

Phone numbers are automatically provisioned when needed, but you can also:

  • Manually provision numbers from the phone number selector
  • Set a primary number for outbound calls
  • Manage multiple numbers for different campaigns
4. Start Dialing
  1. Select contacts or a contact list
  2. Choose your phone number (or use auto-provisioned)
  3. Configure queue settings (parallel calls, auto-dial, etc.)
  4. Click "Start Dialing" to begin
  5. Monitor active calls in the call interface
5. During Calls

While on a call, you have access to:

  • Contact Summary Panel: View enriched contact information including LinkedIn, company, and more
  • Call Controls: Mute, hold, or hangup the call
  • Call Duration: Track how long you've been on the call
  • Disposition: Mark the outcome of the call after hanging up

Queue Settings

Parallel Calls

Control how many calls can be active simultaneously. Higher numbers increase throughput but require more phone numbers.

Auto-Dial Next

When enabled, the system automatically dials the next contact in the queue when a call ends.

Queue Management

View queue statistics, pause/resume dialing, and clear the queue as needed.

Tips & Best Practices

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