Whether you're exploring new outreach strategies, targeting a different region, or simply looking for a fresh number, this guide will help you effectively manage your OttoMatey Dialer numbers and tasks.
Managing Your Dialer Numbers
Access Your Dialer Settings
Click the Phone icon in the top-right corner of your dashboard.
Select the Gear icon next to "OttoMatey Dialer."
Navigate to the Phone Numbers Tab
In this section, you can:View Number Status: Check the current status of your numbers.
Enable/Disable SMS: Toggle SMS functionality on or off.
Redirect Inbound Calls: Change the number where inbound calls are directed.
Delete Numbers: Click the red trash can icon to remove a number.
Note: Deleting a number will stop incoming messages/calls and prevent it from using your OttoMatey Credits.
Add a Redirect Number
Click + Add Number.
Enter the desired redirect number and click Save.
Managing Call Recordings
Access the Call Recordings Tab
Here, you can:Browse all your call recordings, including details such as:
Date and duration of the call.
Prospect’s name and associated campaign.
Both the dialer number and the prospect’s number.
Download recordings by clicking the Download button next to the Play button.
Tracking and Managing Your Calls
1. View Scheduled Tasks
Go to the Dashboard tab.
Select My Tasks to see all pending tasks.
To filter for call tasks, click the Filter icon and choose Make a Call under Task Type.
2. Complete Call Tasks
Select a Task
Click on the specific call task you want to complete.
Initiate the Call
Click Open Dialer to start the call if a number is associated with the contact.
Add Call Notes
After the call, enter any relevant details in the Description box.
Mark the Task Complete
Click Complete to move the task to your completed list.
Pause the Campaign (Optional)
If the call was successful and you wish to stop the campaign for this prospect:
Scroll to Campaign Info on the contact card.
Click Pause Campaign.
By following these steps, you can efficiently manage your OttoMatey Dialer numbers and tasks, ensuring smooth workflows and high-quality follow-ups for every contact.
Our Customer support team and Otto, our AI bot, are here to help. Adjust your sliders wisely and let OttoMatey optimize your outreach!