Skip to main content
By the end of this guide, you will have run a calling session on several lines at once and logged your first live conversation. Most calls end in voicemail or no answer. Parallel dialing lets those calls fail at the same time, in the background, so you spend your session talking instead of waiting. AI Parallel Dialing is available on Gold, Enterprise and Enterprise+ seats. Silver seats dial one line at a time. Before you start: have a contact list with phone numbers, a headset or microphone, and at least one outbound number. See Choose the numbers you call from if you have none yet.

​
Run a session

1

Turn on AI Parallel Dialing

In Dialer, click Preferences. Turn on AI Parallel Dialing, then set Parallel Dials per Call to the number of lines you want. Click Save.New seats start with parallel dialing on and 3 lines.
2

Pick a list

Choose a contact list. The header counts who is Ready to dial, who is Missing phone numbers, who is Out of work hours, and who is Snoozed or on Do not call.To dial only some people, tick their rows. The button changes to Dial selected.
3

Start dialing

Click Start dialing. In Audio Check, test your microphone and speaker, then click Start Dialing. The header changes to Calling session and shows how many calls are left.
4

Talk to the person who answers

Salesfinity rings the next batch of contacts. When a person answers, you hear them right away. Dialing pauses and the other lines in that batch hang up.The contact’s details open next to the call, so you know who you’re talking to.
5

Log it and keep going

When the call ends, the Call Outcome panel opens. Pick a Disposition, add a note, and click Log call and continue. The next batch starts ringing.See Drop voicemails and log every call for every field.
6

End the session

Click End Session when you are done. Your Session recap shows dials, connects, conversations and meetings for the session.
You’re done when you have logged one live conversation and the recap shows your session.

​
What happens on each line

Salesfinity listens to the first moments of each call to tell a person from a machine. In Preferences, this shows as “Lightning AMD runs automatically” under AI Parallel Dialing. Calls that never reach you are logged on their own, so you only fill in the form for real conversations.
If a contact’s number screened one of your calls before, Salesfinity dials that number by itself and puts you on the line from the first ring. That way you can answer the screener yourself. The Automated Call Screener can play your intro instead.

​
Choose how many lines to dial

More lines mean fewer gaps between conversations. Fewer lines mean fewer people answer while you are already busy.
  • Before a session: set Parallel Dials per Call in Preferences. You can pick 1 to 5.
  • During a session: change Lines above the call queue. The change applies after the current calls finish.
Your admin can set a lower maximum for your seat, or turn parallel dialing off. If a setting is locked, it says Set by your admin when you hover it.

​
Let SmartFlow pick the lines

SmartFlow decides how many people to ring in each batch. It looks at each contact, such as whether they have a mobile number, a senior title, or notes, and their Boss Mode grade when Boss Mode is on. Contacts who are likely to answer are rung in smaller batches. Contacts who are less likely to answer are rung in bigger ones, up to five. To turn it on, open Preferences and switch on SmartFlow (Automated Multiple Number Dialing) under AI Parallel Dialing. While SmartFlow is on, the Lines setting is greyed out. SmartFlow needs AI Parallel Dialing on, and it is available on Gold, Enterprise and Enterprise+.

​
Pause, hang up, or stop

​
Who gets skipped

The dialer leaves some contacts out of a session so you don’t call the wrong people:
  • Out of work hours. With Dial During Work Hours on, the dialer only calls people between 8 AM and 6 PM in their own time zone. It is on by default.
  • Do not call. A number someone on your team logged as Answered - Do not call again is never dialed again by your team.
  • Snoozed. Contacts you snoozed come back on the date you picked.
  • Missing phone numbers. Contacts without a number can’t be dialed. Find their numbers first.

​
Next steps

Drop voicemails and log every call

Record a voicemail once and leave it on every machine for you.

Skip numbers that won't answer

Grade every mobile number and dial the best one first.

Set your preferences

Recording, work hours, beeps, and what admins can lock.

Choose the numbers you call from

Buy numbers and rotate them so each one stays healthy.