00:02: The dashboard is a great way to look for the day how many new leads have opted into your campaigns and how many have not been yet contacted as well as how many calls you've made today the duration and how many SMS owes hasn't been sent 00:21: Let's Jump Right In how to dial up at the top we go straight to outbound dialing 00:31: We select the dialer campaign list 00:37: Here you can edit any of your campaigns or build a new one think about campaigns is groups of people that you want to dial it's great to be able to segment calling people so that you don't have to jump around with different scripts so high ticket offer low ticket offer webinar even existing customers you can make a campaign for each one. 01:05: Here's the first beautiful part! You can just grab tags that you want to dial that are synchronized with high-level 01:15: You can easily select what you'd like to show up in your reports here I selected appointment set and tickle which is a call back 01:26: Now you have selected the tags you want to dial made special notes of the tags you want to skip so that you don't dial them decided how many dial attempts you want to make before no longer trying to call them again and finally selected York apis that you want to show up and Reporting and then we go on to the next step 01:49: Nextstep load up your script it will use the custom variables from inside high-level to so that you can insert their name their address any other details about their business that you've already collected in a form fill when they opted in 02:07: One great feature is you can choose the call outcome when you hang up the phone. For example, if it was a bad number, you set an appointment, need to call back, no answer, do not disturb, or anything like that. Instead of just having limited options and needing to go elsewhere to add notes or tags, you can simply press "bad number" or "appointment set" right inside the dialer. This allows you to choose from any tag in HighLevel to automatically add to the call, so you don't have to manually add tags later. For example, by selecting "bad number," it will automatically tag it as a bad number so you never call that number again. 02:48: Select tags to add to each call disposition and it automatically Imports any tag you want right here 02:59: Here's another example of a DNC tag that we use inside ilvl or just selecting it so when we select the call outcome of do not disturb do not call back it happens 03:13: Ever wish that your custom values that you have saved inside high-level could show up right inside of your outbound dialing so that you could easily reference information about the customer that you've already collected this is your tool you can bring anything inside of high-level that's a field straight into your outbound Island campaigns 03:35: Conversational intelligence call transcription they go hand-in-hand right here this allows you to be able to look at all of your calls in the call log and see instantly where someone might have talked over someone else on the phone your agent getting a little excited going too fast 17 different things but you can customize it if you're looking for them to say a specific word during each call you can actually create your own custom rules to listen for that 04:04: Time zones no one likes to be called too early or too late when you setup your dialing campaign you can actually say this campaign is only for calling in the morning if you wanted or you can choose to do all of them at once and when you actually place your outbound dials you can choose to only call people during normal business hours so automated 04:25: Let's show you how easy it is to use the dialer 04:30: Before you start choose the time zones that you want to dial they will be in green or red to signify if it's too early or too late to call them after you choose the time zones you want to dial press start. 04:47: Click the play button and it automatically dials your newest leaves at the top first 04:55: Based on the outcome of each call that we said earlier in this training click answering machine for example and it will move on to the next call automatically adding a tag that there was an answering machine that was encountered 05:12: Each call you can select one call disposition and if you remember we set up the tags that are added automatically already in the campaign set up so when we click no answer in this example it adds a tag and high level of no answer to this contact record 05:29: Press the red hang up button anytime you're ready to end a call and not cycle to the next one if you press any call disposition it automatically flows to the next call 05:41: Directly inside the dialer on the contact when you're ready to schedule an appointment click this button and it takes you directly to the appointment tab of the contact inside of high-level 05:53: You're instantly taken into high-level and all you have to do is Click add new 05:59: While we're here in the contact record the notes section has all the information that has gone on inside the dialer including call recordings every time the API was used you name it it's synchronized instantly right here in the notes 06:17: Here we are back in the dialer the exact same notes we just saw in the previous screen are here also it will show the call summary as soon as you hang up the phone as well the transcription process starts and shortly after its complete 06:33: Not every call results in an appointment scheduled or a stalemate and you're going to have reasons to call back you're going to be able to do this instantly with what's called a tickle the call disposition tickle brings up a date and time selector switch automatically places the color back into your queue at the exact time and date that you scheduled it's easy to see the tickles by clicking my tickle here and a tickle of the same thing as a call back 07:02: It's super easy to see all of your call back scheduled and even edit them in case you need to make a change 07:13: Okay here's an amazing feature all of the conversations are happening inside of the high-level app you can see directly inside the Tyler and not only that if somebody text you back after you just called them and you want to go ahead and add them back so you can call them the button at the bottom right that said schedule is next call boom you're immediately going to dial them next 07:41: This is one of my favorite features conversational intelligence automatically listens to the calls recorded them transcribe them to text and then looks for important keywords that occurred during the conversation but also behaviors like talking over the other person talking too fast subservient Behavior not following the script there's a lot of different things that you can have it look for and of course the one that everybody loves is a summary after every inbound or outbound call that you have it summarizes what happened and puts it in the notes 08:19: Another great feature is custom Fields every single custom field you have inside high-level you can have directly inside your dialer for easy visibility want to know the title of the person you're talking to or some other relevant information they filled out on an intake form and optin Page it's all here 08:43: Next we'll jump in the Integrations 08:47: Here in the Integrations tab you can set up your high-level connection to one or multiple sub accounts depending on what Tyler package you have of course you can connect your tell next for dialing an SMS as well as other things like ringless voicemail and other tools 09:07: Reporting and call logs are together every single call is logged with relevant information including tags from high-level as well as the conversation recordings and you can even filter by the date 09:22: One common way to filter is to look for axle connected phone calls that last over 30 seconds so you can review them 09:33: Click the listen button and then you can listen to a call instantly including scrubbing or download it