BatchDialer just got smarter with the launch of AI Tool, an advanced AI-powered call intelligence add-on designed to streamline your calling process and improve your team's efficiency. In this guide, we'll walk you through how to enable and use AI tool to enhance your calling experience.
Interactive Demo
Enabling AI tool
To get started with AI tool, follow these simple steps:
Go to the Add-Ons menu in your BatchDialer account.
Locate the AI Tool option.
Click the toggle button to enable the feature.
Important: AI Tool is available for $39 per agent per month under the legacy plans. And during trial for Pro and Enterprise Plan. If you have multiple agents, the feature must be enabled for the entire team to ensure access for all users.
What AI Tool Can Do for You
Once AI Suite is enabled, your BatchDialer system gains powerful AI capabilities, including:
Real-Time Call Guidance: Receive live prompts on what to say during calls to improve communication.
Automatic Call Results: Calls are automatically labeled based on the conversation outcome.
AI-Generated Call Summaries: Get instant summaries of your calls for easy reference and documentation.
This automation reduces manual effort, ensuring that every call is accurately documented while allowing your team to focus on closing deals.
Using AI Tool During Live Calls
Here’s how to use AI Tool in a live calling session:
Click the Phone button at the top of your dashboard to join a campaign.
Enter the phone number and begin dialing.
As you make calls, AI Tool provides real-time guidance on what to say, helping you navigate conversations more effectively.
If a call reaches voicemail, the system automatically categorizes it and generates a call summary without any additional input from you.
Managing Call Results and Notes
When a call ends, the Call Results screen will pop up automatically:
AI Suite will categorize the outcome (e.g., voicemail, interested lead, etc.).
You can add manual notes alongside the AI-generated summary.
Click Save to finalize the call log.
To review call summaries later, navigate to the Notes tab in the Lead Info section. Here, you can access:
AI-generated summaries
Manual notes
Full conversation history
Get Help When You Need It
If you have any questions or need assistance with AI Tool, our team is here to help. Simply visit the Resource Center in the top-right corner of your BatchDialer dashboard for live support and access to our comprehensive Help Center.