> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your dialer preferences

> Tune how the dialer calls for you, and, if you are an admin, lock the settings your team must follow.

Set your dialer up once and every session runs the way you like. Admins can also set rules for
each rep, such as mandatory call recording or a cap on parallel lines.

Your preferences are saved to your account, so they follow you to any computer. Your microphone,
speaker and outbound number stay on the device you set them on.

## Open your preferences

In **Dialer**, click **Preferences**. The **Dialer Preferences** window has a card for each area.
Change what you need and click **Save**. **Reset to defaults** puts every setting back to
Salesfinity's defaults and keeps your outbound number, audio devices and chosen voicemail.

If a setting is greyed out, hover it. **Set by your admin** means your admin locked it. "This
feature is not available in your plan" means your seat's plan doesn't include it.

## Every preference

| Preference | What it does | Default |
| - | - | - |
| **AI Parallel Dialing** | Rings several contacts at once and connects you to whoever answers. See [parallel dialing](/dialer/parallel-dialing). | On |
| **Parallel Dials per Call** | How many lines ring at once, 1 to 5. | 3 |
| **SmartFlow (Automated Multiple Number Dialing)** | Picks the number of lines for each batch for you. | Off |
| **Voicemail Drop** | Leaves your recording on answering machines. See [voicemail](/dialer/voicemail-and-dispositions). | Off |
| **Automated Call Screener (Beta)** | Plays your intro to phone call screeners. See [call screener](/dialer/call-screener). | Off |
| **SmartRotate** | Switches your caller ID after a set number of calls: 5, 10, 15, 20, 25 or 40. See [phone numbers](/dialer/phone-numbers). | Off, 5 calls |
| **Country Matching** | Calls each contact from one of your numbers in their country. | Off |
| **Smart Connect** | Matches caller ID to US and Canadian area codes when a number is available. Enterprise seats. | Off |
| **Call Recording (Terms Apply)** | Records and stores your calls so you can listen back later. | On |
| **Recording Track** | Record **Both sides** of the call, or **One Side (SDR)** only. | Both sides |
| **Connection Beep Alert** | Beeps when a call connects, so you know to start talking. | On |
| **Play Dialing Tone** | Plays a tone while lines are ringing. | Off |
| **Multi-Number Dialing** | Tries a contact's next number when a call doesn't reach them. | Off |
| **Automatic AI Summary** | Writes an AI summary into your call note once the transcript is ready. | Off |
| **Dial During Work Hours** | Only calls people between 8 AM and 6 PM in their own time zone. | On |
| **Audio settings** | Your microphone and speaker. | Your computer's defaults |

Lists from ActiveCampaign also show **Auto Advance Deal Stage**, which completes the task in
ActiveCampaign when you log a call.

<Note>
  Recording laws differ by country and state. Some places require everyone on a call to agree to
  be recorded. Check what applies to you before you record, or record **One Side (SDR)** only.
</Note>

## Admins: set rules for your team

Admins and team owners can lock dialer settings for each rep. A locked setting can't be changed in
that rep's **Preferences**.

<Steps>
  <Step title="Open the members table">
    Go to **Settings › People**. Each dialer rule has its own column in the members table.
  </Step>

  <Step title="Set a rule for one rep">
    Click the cell for that rep and pick a value. **Member decides** leaves it up to the rep.
  </Step>

  <Step title="Or set it for everyone">
    Open the column's menu and choose **Set for all members listed**.
  </Step>
</Steps>

| Rule | Choices |
| - | - |
| **Record calls** | **Optional**, **Mandatory**, **Off** |
| **Recording track** | **Member decides**, **One Side (SDR)**, **Both sides** |
| **Allow AI dialing** | **Yes**, **No** |
| **Max parallel calls** | 1 to 5 |
| **SmartFlow** | **Member decides**, **Always on**, **Always off** |
| **Multi-number dialing** | **Member decides**, **Always on**, **Always off** |
| **SmartRotate** | **Member decides**, **Always on**, **Always off** |
| **Min calls per number** and **Max calls per number** | The SmartRotate counts a rep may choose from |
| **Country matching** | **Member decides**, **Always on**, **Always off** |
| **Smart Connect** | **Member decides**, **Always on**, **Always off** |
| **Dial during work hours** | **Member decides**, **Always on**, **Always off** |
| **Automatic AI summary** | **Member decides**, **Always on**, **Always off** |

<Tip>
  Rules can't give a rep more than their plan allows. A Silver seat stays at one line even if you
  set **Max parallel calls** to 5.
</Tip>

## Next steps

<CardGroup cols={2}>
  <Card title="Run your first parallel session" icon="phone-volume" href="/dialer/parallel-dialing">
    Try your new settings on a real list.
  </Card>

  <Card title="Choose the numbers you call from" icon="hashtag" href="/dialer/phone-numbers">
    Buy numbers and set up SmartRotate.
  </Card>

  <Card title="Compare plans" icon="layer-group" href="/account/plans">
    See which dialer features each seat includes.
  </Card>
</CardGroup>


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