Skip to main content

How to Configure Dialer Preferences in Salesfinity?

ialer Preferences in Salesfinity, designed to help SDRs and team leads optimize their calling experience.

Mav avatar
Written by Mav
Updated today

Your Dialer Preferences panel lets you fully customize how you want to dial—whether you're power dialing, parallel dialing with AI, or managing voicemails and call recording. Here’s a breakdown of everything you can control and how to use it effectively.


📞 AI Parallel Dialing

Turn this on to enable AI-powered simultaneous dialing. You can choose how many people the system should dial at once (up to 5).

  • When someone answers, Salesfinity’s AI detects it’s a human and connects you immediately.

  • If two people pick up at the same time, you’ll be auto-connected to the first person, and the other calls will be automatically dropped to avoid overlap.

Recommended Setting: Start with 2-3 parallel dials for balance between volume and control.


🤖 SmartFlow (Optional)

Turn on SmartFlow to let AI decide whether to use power dialing or parallel dialing based on contact quality (P1, P2, P3). This adapts in real time to optimize connects and reduce dropped calls.


🔔 Connection Beep Alert

Enable this to get a soft audio beep when you reach a live human. It’s helpful so you’re immediately aware you’re live, even before you hear “hello.”


🎙️ Microphone & Speaker Settings

Choose your preferred input/output devices:

  • Microphone – e.g., MacBook mic or external headset

  • Speaker – e.g., Bluetooth headphones or default system audio

Adjust these for the clearest sound quality during live calls.


🎥 Call Recording

You can enable or disable Call Recording at any time:

  • Choose whether to record both sides or just your side of the conversation

  • Ensure you’re compliant with local laws and get proper consent where required

Admins can also set this to Mandatory, Optional, or Disabled per user.


📤 Voicemail Drop

If you reach a voicemail and can’t talk, this feature lets you auto-drop a pre-recorded voicemail without wasting time.

Setup:

  1. Record a voicemail in Manage Voicemails

  2. Select the message in the Voicemail Drop dropdown

  3. Make sure AI Dialing is enabled—voicemails are only auto-dropped during AI dialing


🔁 Multi-Number Dialing

If a contact has multiple numbers (e.g., mobile, direct, office), enable this to sequentially dial each number before moving on to the next contact.

This is ideal for reaching hard-to-connect prospects.


🔢 SmartRotate

If you're using multiple caller IDs, enable SmartRotate to:

  • Automatically rotate numbers every X calls

  • Reduce the chance of being flagged as spam

  • Improve pickup rates and number reputation


🔚 Save Your Settings

Once you're happy with your configuration, don’t forget to click Save to apply all changes.

Did this answer your question?