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When a phone’s call screener answers and asks for your name and reason, Salesfinity plays a short intro you recorded. You don’t have to stop and talk to the screener yourself. More and more phones screen unknown callers. Without an answer, the call never reaches the person. With the Automated Call Screener, the screener gets a clear answer while you keep dialing other contacts. The Automated Call Screener is in beta on Enterprise and Enterprise+ seats. It works with AI Parallel Dialing only. During the beta, Salesfinity turns it on team by team.

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Set it up

1

Record your intro

In Dialer, click Preferences. In the Automated Call Screener (Beta) card, click Manage Recordings. Under Add Call Screening Recording, click Start recording.Say who you are and why you are calling, in one or two short sentences.
2

Save it

Click Stop and save recording, give it a Recording name, and click Save.
3

Turn it on

Back in Preferences, make sure AI Parallel Dialing is on. Then switch on Automated Call Screener (Beta), pick your recording, and click Save.
Answer the two questions screeners ask: your name and your reason. For example: “Hi, this is Maya from Acme. I’m calling about your team’s outbound hiring.” Keep it short, so the person hears it before they decide.

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What happens on a screened call

1

The screener answers

Salesfinity recognizes a standard call screener on one of your lines.
2

Your intro plays

Salesfinity plays your recording to the screener. Then it waits on that line for up to 60 seconds for the person to pick up.
3

You keep dialing

While that line waits, the dialer starts ringing more contacts, so your session doesn’t stall.
4

The person picks up

If the person answers and you are free, you are connected. If you are already on another call, or you end the session, the waiting line is hung up.
With the Automated Call Screener off, a number that screened you before is dialed on its own and you are put on the line from the first ring, so you can answer the screener yourself.

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If your intro never plays

The card shows only on Enterprise and Enterprise+ seats. Ask your admin which plan your seat is on.
Turn on AI Parallel Dialing first. The card says Requires AI Parallel Dialing. while it is off.
Pick a recording in the card. You can’t save with the screener on and no recording chosen.
During the beta, Salesfinity enables the screener for each team. Contact support to check that it’s on for your team.

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Next steps

Drop voicemails and log every call

Leave a recording on machines too, without waiting for the beep.

Run your first parallel session

See how lines, batches and connects work.