Support About Us Log in
dialtri
Playbook

Preview or auto? A one-question test for every campaign

DRDaniel Reyes1 Oct 20264 min read
1 questiondecides the mode

Teams overthink dialer modes. The question that settles it: would a wrong first sentence cost you the deal? If yes, the agent needs to see history, notes and talking points before the call starts. That’s preview. If no, let the queue do the work.

When preview wins

Enterprise renewals, account management, anything where the last conversation matters more than the next one. The preview dialer shows the record, then waits for Start Call.

When auto wins

Prospecting, event follow-up, re-engagement. The record still appears as the call connects, but the agent doesn’t pause to study it.

Mixing both

Modes are set per campaign, not per team. Run the renewals list on preview in the morning and the prospecting list on auto after lunch. Retries, schedules and CRM logging behave the same in both.

DR
Daniel ReyesAccount director, Altura