Notes from the calling floor
Playbooks, product updates and the occasional opinion from the team building DialTri. Written for people who run calling teams, not for search engines.
The dual-queue method: how auto-dialing keeps agents on calls, not between them
Most dialers treat a busy signal as the end of the story. A second queue turns it into a scheduled second chance, and that one change is where most of the reclaimed time comes from.
Read the postThe dual-queue method: how auto-dialing keeps agents on calls, not between them
Most dialers treat a busy signal as the end of the story. A second queue turns it into a scheduled second chance, and that one change is where most of the reclaimed time comes from.
Preview or auto? A one-question test for every campaign
If the agent needs to read before they speak, it's a preview campaign. Everything else is auto. Here is how to apply that without a meeting.
Reading the completed-call panel like a floor manager
Four statuses, two numbers and one habit that tells you by 10 AM whether the day is on track.
Calling windows, retries and consent: a short compliance checklist for dialer admins
Not legal advice, just the settings that keep most teams out of trouble: schedules with end times, retries that respect the window, and recording notices.
Northbeam Freight: from “remind me what this was about” to one-click callbacks
A six-person sales team moved the dialer into the CRM. The first thing they noticed wasn't speed. It was that nobody asked for context anymore.
Phase 2 is live: conference calls, real-time alerts and AI call summaries
The biggest release since launch. Here is what changed, what's configurable and the two things we deliberately left out.