Your first dialing session
This takes about fifteen minutes. Do the steps in order — each one unlocks the next.
1. Sign in
Go to app.powerdialer.ai and sign in. If your company already has an account, ask your admin to add you to a seat first;
without a seat the dialer will not open. See Plans, seats and team members.
2. Get a phone number
Open Dialer and use Buy a new one next to the source number selector, or go to the purchase dialog from the dialer
settings.
- Search by area code or zip code and pick a local number.
- Your first phone number is free on eligible accounts.
- Numbers outside the US, UK, Germany, France and Australia, and some national numbers inside them, need a regulatory
bundle first — the dialog walks you through it.
One number is enough to start. It is not enough to dial hard all day; see Keep your numbers connectable before you scale
up.
3. Load contacts
The fastest route is a CSV.
1. Go to Contact list → Create new list, or use Import Contacts on the dialer.
2. Upload your file. Only two columns are required: First Name and Phone Number.
3. Check the column mapping. PowerDialer guesses from your headers; fix anything it got wrong.
Full detail, including every column you can map and how to handle a contact with three phone numbers, is in Upload
contacts from a CSV.
If your contacts live in a CRM, connect it instead — Connect your CRM covers Salesforce, HubSpot, Pipedrive,
GoHighLevel, Close, Follow Up Boss, Zoho, Bitrix24, Odoo, Outreach and Apollo.
4. Set up the session
On Dialer, open the settings panel (Power dialing configs) and set four things. Leave everything else alone for now.
| Setting | Start with | | --- | --- | | Source phone number | The number you just bought. | | Parallel dials per call |
1. Turn this up once you are comfortable. | | Call timeout | 30 seconds. | | Voicemail | Leave off for your first
session, or pick a recording if you already made one. |
A warning appears if voicemail is off and Skip machine calls is off. That combination makes the system play 45 seconds
of silence into every answering machine it reaches, because carriers require the call to be answered by something. It is
legal but it wastes your time and annoys people — record a voicemail or tick Skip machine calls.
5. Dial
Select your list, select the contacts (or all of them), and start the session.
- The contact card shows who you are talking to and their history.
- Use the notes field while you talk.
- When the call ends, pick a disposition. This is the single most important thing you do — every report, every
automation rule and every CRM write-back reads it. See What each disposition means.
6. Check the result
Go to Logs. Every call is there with its recording, duration, disposition and notes. Filter by date, direction,
disposition, list or whether a recording exists, and export what you need.
What to do next
- Choose which number you call from — this is what separates a 20% connect rate from a 60% one.
- Create a voicemail drop so unanswered calls still do work.
- Automation rules so you stop moving contacts between lists by hand.