Dialer

The Dialer is a power dialer built for sales teams. Dial up to 4 contacts simultaneously, record and transcribe calls, detect voicemail, and track performance with real-time analytics.

Using the Dialer

Follow these steps to go from a contact list to a live call.

1. Open the Dialer and start a session

1. Go to Engage → Dialer
2. Click New Session (top right)
3. In Start New Session, configure:
   • Contact List — search and select the list you want to call. The contact count appears below
   • Session Name — auto-fills from the list name; edit it if you like
   • Studio Campaign (optional) — link the session to a campaign so calls roll up into campaign reporting
4. Click Create Session

Note

If the list already has earlier sessions, they appear in the dialog so you can resume one instead of starting fresh.

2. Configure the session

The session view opens with your contact queue on the right and the settings sidebar on the left.

1. Dialing mode — choose how many contacts to call at once:
   • 1 (Power) — one call at a time
   • 2, 3, or 4 (Parallel) — dial multiple contacts simultaneously to reach more people per hour
2. Select number — pick the phone number to call from (see Phone Number Selection)
3. Select agent — attach a Twin agent that powers the call (see Add a Twin Agent below)
4. Select studio campaign (optional) — attribute calls to a campaign
5. Priority — set the order phone numbers are dialed in (see Phone Priority and Multi-Number Dialing)

3. Start dialing and handle the call

1. Click Start Dialing at the bottom of the sidebar
2. When a prospect answers, the call drawer opens automatically with contact info, a live transcript, and the call outcome panel
3. After the call, select a disposition (and an optional sentiment + note), then Log & Dial Next to advance

From the call drawer you can also Book Meeting directly, open the Dialpad to send DTMF tones, Leave AI VM and Dial Next to drop a voicemail, or Leave & Pause.

Caution

Contacts with No Phone or a DNC status are skipped automatically and never dialed. To add a missing phone number, edit the contact in the list.

Session controls

You manage a running session from the header and the sidebar:

• Mute / unmute — toggle the microphone icon in the session header to mute or unmute yourself
• Pause Session — stop dialing and resume later from where you left off (sidebar)
• Next Batch — in parallel mode, dial the next set of contacts once the current batch finishes
• Exit Session — leave the session entirely (top right). Active and paused sessions can be resumed later from the sessions list

During a live call, the call drawer adds: End Call to hang up, Mute, Dialpad to send DTMF tones, Leave & Pause, Leave AI VM and Dial Next to drop a voicemail, and Book Meeting.

Check session analytics

Click the dials / talk-time chip in the session header (the stats with the chart icon) to open Session Analytics for the current session. It has three tabs:

• Overview — total dials, connections and connection rate, talk time, voicemails, success rate, redials, peak hour, booked, and callbacks
• Dispositions — the breakdown across every disposition
• Daily Breakdown — activity by day

Add a Twin Agent

Every dialing session runs with a Twin agent — the AI voice agent attached to the call. Select one under CALLER → Select agent before you start dialing.

1. In the session sidebar, click Select agent
2. Search your Twin Agents and pick one, or click the gear to Configure an existing agent
3. If you don’t have a twin yet, click Create a new agent at the bottom of the picker — this opens the twin creation flow (Agents → New → Twin) in a new tab

For the full walkthrough of building a twin — persona, voice cloning, identity, and skills — see Voice Agents →.

Edit Contact Data from the List

If a contact is missing a phone number, job title, or any other field, an SDR can edit it directly in the list without leaving the dialer.

1. In the session sidebar, under SESSION, click the list link next to List ·. graph8 opens that list in a new browser tab so your session stays intact
2. In the list, double-click the cell in the column you want to fill — for example Job Title or a phone field
3. Type the new value and press Enter to save (or Esc to cancel)

Tip

This is the fastest way to fix contacts that were skipped for No Phone. Add a number in the list, then return to the dialer tab and re-run the session to include them.

Parallel Dialer

The parallel dialer lets you call multiple contacts at the same time:

• Up to 4 simultaneous calls per session
• Contact deduplication — prevents calling the same contact twice
• Session management — pause and resume dialing sessions
• Redial tracking — track redial attempts with history

Phone Priority and Multi-Number Dialing

A contact can have up to three phone numbers — Direct Phone, Mobile Phone, and Company Phone. The PRIORITY section of the sidebar controls the order they’re tried.

• Reorder — drag the phone types to set which number is dialed first
• Exclude — uncheck a phone type to skip it (at least one must stay active)
• Automatic retry — if a number doesn’t connect, the dialer automatically retries the contact with the next number in priority order on the following batch
• No duplicate dials — the same number is never dialed twice for the same contact within a session

The default order is Direct Phone → Mobile Phone → Company Phone.

Redial by Disposition

When you re-run a list, choose which past dispositions you want to redial. The redial filter lives in the Dialer sidebar and applies to the active list.

Filter	Typical Use
Voicemail	Try again — they didn’t pick up last time
No answer / Hangup	Same as voicemail; new attempt at a different time of day
Callback	Honor scheduled callbacks
Gatekeeper	Try again to get past the gatekeeper
All dispositioned	Full revival pass — combine with a date filter to age the list

The dialer skips dispositions you don’t select (for example Booked, DNC, Not interested) so you don’t burn calls on contacts already resolved. The redial state is persisted with the session — pausing and resuming preserves your filter and cursor.

Manual Dialer

You can make ad-hoc calls outside of a dialing session using the manual dialer.

Click Manual Dial at the bottom of the dialer sidebar to open the keypad, enter a phone number, and click Start Dialing. The number you call from is shown below the keypad. You can also expand Add contact details to attach a name and company to the call.

Manual calls:

• Are not tied to a sequence
• Can be used for quick outreach or follow-ups
• Are still logged as activities

Session Statuses

Status	Meaning
Active	Session is running, calls in progress
Paused	Session paused — can resume
Completed	All contacts in the session have been dialed
Failed	Session encountered an error

Call Statuses

Status	Meaning
Dialing	Call is being placed
Ringing	Phone is ringing
Active	Call connected, conversation in progress
Automation	Voice AI is handling the call
Hangup	Call ended
Failed	Call could not connect

Phone Number Selection

The phone number dropdown shows numbers assigned to you. Use the search box to find a specific number by label or digits. Numbers purchased for the dialer and numbers provisioned for AI voice agents are managed separately.

If you don’t have a number yet, the dropdown includes a link to get one. For the full walkthrough of buying and assigning a number, see Phone Numbers → in Settings.

Inbound Calls

Handle incoming calls in real time:

• Real-time notifications — SDRs receive instant alerts for inbound calls
• SDR online status — the system tracks which reps are available
• Call claiming — SDRs can claim or decline inbound calls
• Voicemail fallback — when no SDR is available, callers are routed to voicemail
• Pending queue — inbound calls queue until an SDR is available

Incoming Call Notifications

When an inbound call is received, a notification appears showing the caller’s phone number.

If the number matches an existing contact, graph8 also displays:

• Contact name
• Company

You can choose to answer or dismiss the call directly from the notification.

Call Recording & Transcription

Every call is automatically recorded and transcribed:

• Recording — saved to cloud storage, accessible from call results
• Transcription — AI-powered speech-to-text for full call transcripts
• Call summaries — AI generates a summary of the conversation
• Call evaluation — AI grades call quality for coaching

Voicemail

graph8 detects voicemail and handles it automatically:

• Voicemail detection — identifies when a call reaches voicemail
• Voicemail drops — leave a pre-recorded message automatically
• Greetings — set voicemail greetings at the org level or per agent
• Transcription — voicemail recordings are transcribed
• Read/unread tracking — track which voicemails your team has reviewed

Dispositions

After each call, the SDR (or system) selects a disposition:

SDR-Selected

Disposition	Meaning
Booked	Meeting or call scheduled
Callback	Contact wants a callback (sub-sentiments: has budget, interested, hesitant, not ready, interested but wrong person)
Not interested	Contact explicitly declined
DNC	Do Not Call (sub-sentiments: legal DNC, request DNC, harassed)
Not ICP	Contact doesn’t match your ideal customer profile
Has solution	Company already has a competing solution
Gatekeeper	Speaking with a gatekeeper (sub-sentiments: will pass through, callback scheduled, won’t pass)
Wrong number	Invalid or wrong phone number
Left org	Contact no longer works at the company

System-Set

Disposition	Meaning
Voicemail	Call reached voicemail
Hangup	Call disconnected (by contact, by SDR, or no answer)
No voice	Failed to connect
Not answered	Call dropped before connecting
Failed	Call failed to complete

Voice AI

AI-powered voice features for smarter calling:

• Voice agents — AI agents that can handle calls autonomously
• Text-to-speech — natural-sounding AI voices for automated calls
• Voice cloning — clone a voice for personalized outbound
• Call scripts — guided scripts for SDRs and AI agents
• SDR training agent — practice calls with an AI that simulates prospects

Analytics

Track dialer performance in real time:

SDR Performance Dashboard

Metric	What It Shows
Dials	Total calls made
Connections	Calls answered by a human (excludes voicemails)
Connection rate	Human-answered calls as a percentage of total dials (voicemails not counted as connections)
Voicemail rate	Percentage of calls that reached voicemail
Talk time	Total minutes on connected (human-answered) calls
Average call duration	Mean length of connected calls - voicemail duration excluded
Disposition breakdown	Distribution across all dispositions
Success rate	Meetings booked per connected (human-answered) call
Redial metrics	Redial attempts and success rates
Peak calling hours	Best times of day for connections

Note

All timestamps in call logs and session history display in your local timezone.

Score Filtering

Filter graded calls by quality score using the Min Score and Max Score fields. Only calls within the specified range appear in the results. Calls under 30 seconds and non-conversation dispositions are excluded from scoring.

Team Leaderboard

Compare SDR performance across your team with daily, weekly, and monthly views. Rankings by total calls, connections, and meetings booked.

Call Targets

Set targets at the org level or per SDR for daily call and meeting goals.

Campaign Linkage

Dialer sessions can be linked to a campaign so call activity rolls up into campaign-level reporting.

• Link a session — when creating or editing a dialer session, select a campaign to associate it with
• Attribution — every call placed during that session is attributed to the linked campaign
• Aggregated analytics — call metrics (dials, connections, dispositions, talk time) appear in the campaign’s performance view alongside email and LinkedIn data
• Back to sessions — while in a campaign-linked session, use the back button to return to the sessions list without losing context

This gives managers a single view of all outreach activity per campaign, across channels.

Sequencer Integration

The Dialer integrates directly with the Sequencer:

• Manual Dialer steps — add a Manual Dialer step to any sequence
• Call results — linked back to the sequence step and contact
• Campaign attribution — calls from sequences track back to the originating campaign through the session link

Tip

Use the parallel dialer during peak calling hours (typically 10am–12pm and 2pm–4pm local time). Set up voicemail drops so no call goes to waste — even unanswered calls leave your message.

Next Steps

• Voice Agents → — Create the Twin agent that powers your calls
• Inbox → — View call results and transcripts
• Meetings → — Review booked calls alongside meeting context
• Sequencer → — Add dialer steps to sequences
• Appointments → — Manage booked meetings