Now that you've configured Orum for your integration, let's go over some general AI Dialer setup and make your first dial.
This setup may differ slightly depending on your integration of choice.
🚨 We strongly recommend using a wired headset to dial bluetooth connections will be prone to disconnect with the AI Dialer
Recommended Browser: Chrome
For the best performance with Orum, we recommend using the Chrome browser. Please make sure you have the latest version installed.
In Orum, you’ll have access to three different types of dialing functionality. All of these come with the added support of an AI detector to help filter bad numbers, navigate dial trees, and connect to a real person.
- Power Dialer: Perfect for those who want to control their speed by dialing down their lists one at a time
- Parallel Dialer: Perfect for those who want to speed up their dialing by calling multiple numbers at once and leveraging Orum’s AI and automation to drop voicemails and bridge them to a connect
- Click-to-call: Perfect for those strategic calls to specific prospects in your list
No matter what you are using, this guide will take you through the dialing options you’ll need to first set up to make the most out of Orum.
Navigating to the AI Dialer
To get to the AI dialer, go to the top-nav and select ‘Dialer’.
Search for lists, reports, or a specific prospect
To start dialing, you can search for a specific list or report using the search field at the top of the dialer options.
Depending on your integration, you will also be able to select a list for ‘All due call tasks’ and ‘sequence tasks’ for your list.
After making your selection, the dialer page will automatically load your chosen prospects.
Configure phone fields
By configuring your phone fields, you will be able to prioritize which of your prospects’ phone numbers you’d like to call first. We recommend always prioritizing mobile phone numbers as opposed to work phone or home phone. However, this may be different due to your specific strategy.
Pick a Dialer (Click-to-call, Power, or Parallel)
Orum allows you complete flexibility by easily shifting between click-to-call, power, and parallel dialers.
To activate power dialing, choose to dial from a single number. You can further customize Orum’s AI engine to help you automate your power dialing experience by turning on or off specific automation rules:
- Auto detect and leave or skip VMs
- Auto detect and skip dial trees
- Ato skip after 30 sec of ringing
- Auto skip busy or failed falls
- Silence ring tone
To activate parallel dialing, choose to call multiple numbers at once. We recommend starting with 3-4 dials at a time.
Configure call-from numbers
To maximize your chances of getting a connect, we recommend adding as many call-from numbers as possible.
These are numbers that will appear on your prospects’ Caller ID.
We recommend choosing recognizable area codes and making sure to rotate between them throughout the week.
Configure Voicemail Drop
You can easily record multiple voicemails and select a specific one to automatically 'drop' when Orum's AI detects a voicemail.
Using Outreach or Salesloft and interested in leaving voicemails based on your sequence? Learn more about our Voicemail Sequencer.
Sort and Filter your List
Orum will allow you to sort and filter based on any display fields brought in from your CRM and comes equipped with other advanced AI filters like Number Temp and Timezones.