Help Center
Find answers fast. Search the help topics, follow the DialTri user guide, or work through a troubleshooting checklist before you contact support.
Help topics
Answers grouped by topic. Type a word such as retry, transfer or recording to find the right one.
Admin access to your CRM and a Twilio account with an API Key SID, API Secret, TwiML App ID and one voice-capable phone number.
About fifteen minutes for most teams: enter the Twilio details, choose your CRM modules and place a test call.
On DialTri's CTI settings page. Paste the API Key SID, API Secret, TwiML ID and phone number, then use Save and test call.
Click-to-call starts one call from a record. Preview dialing shows the contact before you call. Auto dialing works through a target list and dials the next number for you.
Busy or unanswered numbers move to the Retry Queue and are called again after the interval you set, up to two retries per number.
Yes. Admins assign a target list to an agent with a start time, an optional end time and date rules. Dialing never starts before the scheduled time.
By user, role or queue, depending on your setup. Only one agent can answer each call.
DialTri matches the incoming number with Leads, Contacts or Accounts and opens the record with previous history and notes before you answer.
Missed and unanswered calls are logged as Missed or Failed and flagged for follow-up.
Mute, hold, the IVR keypad, cold and warm transfer and call recording, plus conference calls where your plan includes them.
You speak with the receiving agent before handing over the caller, and your notes travel with the call.
In your Twilio account. DialTri keeps the link and the call details on the CRM record.
The summary is generated after the call and saved to the CRM record.
Notes created from the conversation and saved with the date, time and agent name.
The Free plan includes 20 a month. Team and Enterprise include unlimited AI summaries.
You choose one module for incoming calls and one for outgoing calls in CTI settings.
Yes, if you turn on automatic record creation for unknown callers.
Smart record name saving updates the record name when the caller shares their name.
Real-time alerts for initiated, connected, on hold, ended and failed calls.
In the completed call status panel, with each call's duration and end time, and on the CRM record.
No. The Phase 2 release improved call log accuracy so each call is logged once.
DialTri plans are priced per seat. Call minutes and phone numbers are billed by Twilio at their published rates.
You keep every record and call log. If you don't choose a plan, the account moves to Free.
Free uses the community, Team includes email support within one business day, and Enterprise has priority support with an SLA.
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DialTri user guide
Six steps that take a new workspace from Twilio keys to reviewed calls. Each step links to the page with the full detail.
Enter your API Key SID, API Secret, TwiML ID and phone number in CTI settings, then place a test call.
Setup guidePick where incoming and outgoing call records are created, so every call lands on the right record.
Module selectionInvite agents, assign target lists and set start times so each agent knows what to call and when.
Auto dialerChoose calling windows, retry intervals and routing so outreach follows the way your team works.
Call automationCall with one click, preview a contact first or let the auto dialer work the list. Inbound calls open the caller's record.
DialersCheck call status, read AI summaries and plan follow-ups from the record after each conversation.
AI call summariesTroubleshooting
The six problems teams report most, with the checks that usually fix them. Still stuck after these? Contact support with what you tried.
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Calling software support
One team handles sales and support, so you reach people who know the product and your setup.
Use the contact form, email [email protected] or call +1 (218)-277-7555. One team handles sales and support.
Monday to Friday, 09:30 AM to 06:30 PM. Team plans get an email reply within one business day, and Enterprise plans have priority support with an SLA.
Yes. The user guide on this page walks through setup, modules, teams, calling rules, making calls and reviewing them, with links to the detailed pages.
Check the Twilio details in CTI settings and use Save and test call. Most connection problems come from a missing or mistyped key, TwiML ID or phone number.
The release notes on the Resources page list every change, newest first, including the Phase 2 release.
Discover useful resources and trusted links handpicked for you.
