Select smrtDialer from the left-hand menu, and it will open the options in the submenu.
You can also watch this video below for a visual presentation of smrtDialer.
Campaigns
Campaigns are the heart of smrtDialer. This is where you set up your different lists to be called, determine how they will be called, and what will happen when specific call statuses are chosen at the completion of calls.
Monitoring (Pro feature)
If you have smrtPhone Pro, Call Monitoring is available for smrtDialer calls as well as regular smrtPhone calls. Call Monitoring allows you to watch all of the active smrtDialer calls, listen in, and whisper or barge as needed.
DNC Numbers
This is where numbers who are on the Do Not Call list appear - whether they have been added through a smrtDialer call statuses or manually added to the list from this section.
Documentation
This is a quick link that will bring you right back to this resource library at https://docs.smrtphone.io/ to look for how-to guides or find answers to your questions.
Setup
This is where the core setup for smrtDialer will take place. In this section, you will manage your seats and user permissions.
Seats
smrtDialer is run and billed on a per-seat basis. However, these are not named seats, so you can swap users in and out depending on the schedule.
To change users from active to inactive (or vice versa), simply click the ➕ button and search for that particular user (to add them) or the ✖️ button located on each user icon to remove that user from the seat.
Managing Seats will take you to an interface where you can add or downgrade seats if needed.
Permissions
If the permissions are on, then only the Account Owner and Users with granted permissions will be able to edit or adjust campaigns. When you turn it off, anyone in a seat will be able to make changes to the campaigns.
