Step-by-Step Screenshots:

The Dial applet is an essential applet inside the flow creator. It allows you to choose which user or group of users will receive the incoming call.

The Dial Applet can be much more than just routing a call. You can enhance the experience for callers and for smrtPhone users with additional features and settings.

The 'Dial applet' gives you the option to select who should receive the call. You can either select:

  • A user in your smrtPhone system

  • A group of users you have created

  • A single or multiple external phone numbers (call forwarding)

You must select one of these three options or the incoming call will not be received.

Inside the Dial Applet there are additional settings to optimize the call-routing experience:

Simultaneous Call

The 'Simultaneous Call' feature gives you the option to ring all members of the group or all external phone numbers (in the case of call forwarding) at the same time. When one person answers, the call will stop ringing for everyone else.

Read more about Simultaneous Call >>

Dial Timeout

The 'Dial Timeout' lets you control for how long a call should ring until it advances to the next step in the flow.

It might be helpful for you to think of this as "how many rings" or "how long" my caller has to wait until it's deemed unanswered at this step. Then, the system will move on to the "If nobody answers..." applet.

Caller ID

'Caller ID' controls what number is displayed to the recipient of the call. You can select the following options: Caller's Number / Receiving Number/ One of your active lines.

  • Caller's Number - displays the number of whoever placed the call. This is similar to a traditional Caller ID. If the number is in your contacts, your contact information will show. If the number is not in your contacts, it will simply show the numeric digits.

  • Receiving Number - this is the phone number you are being reached at.

  • The Friendly Name of the phone number being called - this can be helpful if you want to know that the call that is coming in is for a specific group/department you are a part of or maybe a tracking number tied to a specific marketing campaign.

Say Before Dial

The 'Say Before Dial' option plays an audio message to the caller before it actually rings the line, similar to a greeting.

An example most people are familiar with is, "Thank you for calling! All calls may be recorded for quality purposes." It can also be helpful to confirm a selection from an IVR, such as "Now dialing the Billing Department."

You have the option to input a text that will be read by an automated voice, to record using your phone, or to upload an existing MP3 file.

Call Recording

The 'Call Recording' dropdown sets how the calls will be recorded - from when it starts ringing or when it is answered. You can also disable call recording for this portion of the call flow.

Recordings are stored in your Communications App for each call. Read about Recording Management >>


Formerly known as "Announce the User", the Whisper feature is a greeting that can be spoken to smrtPhone users when the call rings to them. After listening to the whisper message, the user must Press 1 for the call to be fully connected.

You can set a custom message that includes relevant data, based on call data variables. This prepares your agents/users to answer the call more effectively.

Learn more about Whisper, including a list of available variables >>

If Nobody Answers...

If nobody answers you have the option to send the call to voicemail or advance to another applet from the flow creator. For example, if you didn't want to put a voicemail here, unanswered calls could be routed to a general receptionist using the Dial Applet.

This can be fully customized to meet your needs. We encourage you to consider the caller's experience as you build your Dial experience. If they are continually transferred to other lines, they may get frustrated.

Pro dialing

This toggle enables/disables the Pro features for calls coming through this flow, including Call Monitoring and Warm Transfers.

Learn More About Inbound Communication Settings Options:

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