What is the Dialer?
The dialer is a full phone system built into Consuelo. Instead of switching between your CRM and a separate calling tool, you make calls right where your contacts live — click a number, dial from the keypad, or start a queue campaign, all without leaving the page you’re on. Every call runs through a Twilio conference behind the scenes. This means features like transfers, holds, and whisper coaching “just work” — no complicated setup, no call bridging, no dropped connections.Key Concepts
Calls
A call is a single outbound connection to one person. You can dial manually from the keypad, click a contact’s phone number, or let the queue auto-dial for you.Queues
A queue is a list of contacts to call in order. Load a list, hit start, and the dialer works through each contact — tracking who answered, who didn’t, and what happened on each call. Think of it like a playlist for phone calls.Parallel Dialing
Parallel dialing calls up to 5 people at the same time. The first person to answer gets connected to you. Everyone else hangs up automatically. This dramatically reduces the time you spend listening to rings and voicemails.AI Coaching
During a call, the dialer can show you real-time talking points based on the conversation, or guide you through a step-by-step script. Choose your mode before you start calling. An analogy:| Dialer Concept | Real-World Analogy |
|---|---|
| Single call | Picking up the phone and dialing one person |
| Queue | A call sheet — work through the list, check off each one |
| Parallel dialing | Calling 5 people at once, talking to whoever picks up first |
| AI coaching | Having a coach whispering in your ear during the call |
What You Can Do
Making Calls
Dial from the keypad, click a contact’s number, or start from the home screen.
Transfers
Cold and warm transfers to colleagues or external numbers.
Hold, Mute & DTMF
Place callers on hold, mute your mic, and send touch-tone digits mid-call.
Queue Management
Build call lists, auto-advance through contacts, and track dispositions.
Parallel Dialing
Dial up to 5 contacts at once. First to answer wins.
Local Presence
Auto-match your caller ID to the recipient’s area code.
AI Coaching
Real-time talking points or guided scripts during calls.
Caller ID
Manage your outbound phone numbers and set defaults.
Call History
Review past calls, play recordings, and track performance.
Keyboard Shortcuts
Control everything without touching the mouse.
Before You Start
To use the dialer, you need:A Twilio account with at least one phone number
Twilio credentials configured in Settings → Integrations → Twilio
A modern browser with microphone access (Chrome recommended)
Don’t have Twilio yet? Follow our Set Up Twilio guide — it takes about 5 minutes.
Tips for Getting the Most Out of the Dialer
1. Start with Single Calls
Get comfortable making individual calls before jumping into queues or parallel dialing. The home screen lets you dial any number or search for a contact.2. Use Queues for Outbound Campaigns
If you’re calling more than a handful of people, load them into a queue. The dialer tracks progress, handles retries, and logs outcomes automatically — so you don’t have to.3. Try Local Presence
People are much more likely to answer calls from local numbers. If you have phone numbers in multiple area codes, turn on local presence and the dialer picks the best match automatically.4. Let AI Help You
Whether you’re new to sales calls or a veteran, AI coaching gives you an edge. Use script mode for structured conversations or AI mode for dynamic, context-aware suggestions.Special Note on Call Recording
Next Steps
Ready to start?- Getting Started — set up and make your first call
- Set Up Twilio — configure your phone provider
- Run a Queue Campaign — work through a contact list