AI Dialer FAQs – Regie.ai
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Q: With the parallel dialing functionality of the AI Dialer, what happens if you get multiple people that answer the phone at the same time?
A: Although this is a rare instance, Regie factors down to the millisecond which prospect actually picked up the call first. Once determined, Regie will instantly bridge the rep into the call with the prospect that answered first.
All other calls are immediately disconnected. The prospects are put back to the bottom of the call cue to complete at a later time.
Q: What is the experience for the prospects if a rep maxes out the parallel dialer (9 people called at same time) and 1 of the 9 prospect answers immediately?
A: All other prospects will be disconnected from the call and see a missed call from the number that the rep dialed from.
Call tasks to connect with those prospects are placed back into the call queue to call back later in the day. The AI Dialer will use the same number that we initially called them from so the prospect can recognize the number.
Q: Can the dialer use the same numbers that the reps typically call from in their SEP?
A: Every rep chooses and registers a phone number from those provided by Regie in the dialer set up process. This is the number that will be displayed when the prospect receives the phone call from the AI Dialer.
We recommend selecting 3 -10 phone numbers to improve your call connection rate.
Q: If a prospect misses a call from the dialer and decides to call the number back, what happens next?
A: The incoming call will go back to the rep that placed the initial dial. Callbacks will go directly to the call forwarding number initially set up in the rep’s dialer onboarding. If the rep has enabled
Q: What happens when the phone number for the prospect has a phone tree or any other non-human operator answering the call, like Google Voice Assist?
A: If a dialer tree, phone tree, or any other non-human operator is detected by the Dialer, Regie will not bridge the rep into that call. The AI Dialer will instead end and disconnect the call since a human voice could not be detected. The call task will be dispositioned as non-answer.
Only if a human operator is detected by the AI Dialer, Regie will bridge in the rep and they handle the call from there.
Regie is committed to creating tools that will help the parallel dialer better navigate Voice Assist or phone trees as we continue to enhance the Dialer’s future capabilities.
Q: How do we disposition a number that is found to be wrong or bad number for the individual so that Regie doesn’t dial them again and we can audit/clean up phone data?
A: Regie will work with the team to set up specific call dispositions to keep track of these instances.
Wrong or bad number dispositions will inform the agent to never dial that number associated with the prospect again.
See more on How to Handle Bad/Wrong Numbers
Q: When leaving AI voicemail drops, what personalization data is being used by Regie to create the voicemail to the prospect?
A: At minimum we’ll have their Persona, information about their job title, company they are at and your value proposition in order to create a unique message that will be specific to them.
Q: As a rep, where can I launch the Regie Dialer from?
A: The AI Dialer is accessible from the Regie Chrome Extension and the RegieOne platform.
The Chrome Extension can be used in the same locations reps typically do their prospecting work such as Outreach, Salesloft, Salesforce, Gmail, and Outlook on the Web.
Q: What are best practices for leaving voicemails today and will Regie automatically incorporate those best practices in the voicemail scripts?
A: Short and sweet voicemails are always recommended.
Many individuals use speech to text to transcribe the voicemails they receive as well, so getting to the point of the call quickly is also key to a good voicemail. Most prospects simply aren’t going to spend a lot of time reading voicemail transcripts.
The Regie team works very closely with the admins of the account to construct the prompts that Regie will use to create personalized voicemail messages and ensure each script is following best practices.
Q: When bridged into a live call using the parallel dialer can I still access the prospect’s information on LinkedIn, my sales engagement platform or other online sources of information that I typically use for reference?
A: Yes! As the AI Dialer is running, you can always click to open the prospect’s LinkedIn Profile, Salesforce instance, their profile in your Sales Engagement Platform, or the company page in advance and at any time.
For this reason it’s a best practice to configure your dialer set up in advance. You do this by positioning your AI Dialer to the far right of your screen and then have the Chrome Browser Window open immediately to its left for research.
If you’re bridged into a live call with a prospect, Regie will automatically open both the prospect’s LinkedIn and Sales Engagement Platform profiles within that open browser window.
See more: Recommendations on How to Configure Your Screen for the AI Dialer
Q: When you get bridged into a call with a prospect, what are a few best practices for how to handle the first 10-15 seconds of that call?
A:
- Use a General Opener: Train the reps on adopting a to start calls with a consistent opener that allows for a smooth transition and helps manage any potential pauses or lags.
For example, at Regie.ai we use the following opener:
“Hey [name of prospect], it’s [name of rep] from Regie.ai on a recorded line. Did I catch you in the middle of something?”
This approach serves a dual purpose: it ensures the rep has all the prospect's information ready by the time they answer, and it confirms they’re speaking to the right person, setting the stage for an effective sales conversation.
- Organize Calls by Persona: Encourage reps to filter their call tasks based on the prospect's persona.
Having dedicated scripts for each persona allows reps to quickly reference specific pain points and tailor their pitch accordingly. This ensures that the messaging is relevant and focused, making the call more effective and repeatable throughout the dialing session.
Q: I’m using the AI Dialer to complete my call tasks from Outreach. Why am I seeing x number of call tasks in my Outreach platform, but a different amount of dials cued up in my dialer?
A: There could be a few causes for this:
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The call task in Outreach may not have a phone # associated to it
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The phone number is an international #. At this time, the AI Dialer only supports US based numbers (+1)
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The number was dispositioned as bad or wrong in Outreach
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Phone number is in a strange, unrecognizable format (too many or too few digits)
If none of the above scenarios apply to the call task in Outreach, please reach out to Regie’s AI Dialer Support Team.
Q: I’m a rep that is assigned to a specific region of the US. (example: I only call west coast customers) Should I only have 1 Regie assigned number or still set up my dialer with 3 numbers to dial from?
A: We recommend maxing out your dialer with 3 numbers to dial from that are within your region. Therefore if your region is West Coast, picking 3 numbers in close proximity to the region could look like setting up a number from a major city in California, Nevada and Oregon.
Q: I’ve found a better number for the prospect. How can I let Regie know about the updated number?
A: Regie will always look for a valid number that is associated to the prospect in Outreach. Once numbers are marked invalid in Outreach, a call task will not be generated by the Agent to call the prospect.
Once a new and valid number is added to the prospect’s record in Outreach, Regie is able to create a call task to attempt to dial the new number.
Q: There’s important information I need to access within Outreach. Can I still access these details while using the AI Dialer?
A: Yes! There are AI Dialer Settings that admins can establish that will can allow the dialer to automatically open up the prospect in your Outreach, their LinkedIn profile or their Salesforce instance once connected to the prospect.
Additionally, those pages can be opened and viewed at anytime using their respective links located directly within the Chrome Extension for research.
Q: My completed cue still has calls in them. When does this clear out?
A: For Regie generated call tasks, the AI Dialer will clear out the completed call cue everyday at midnight within your respective timezone.
For Outreach call tasks, this will be the same case.
Q: With the Power Dialer, since you’re dialing one at a time, can you leave a voicemail of your own or can Regie use the AI Voicemail drop?
A: There is a rep setting in the in the AI dialer that allows you to opt to leave voicemails manually every time when power dialing or you can opt to use the AI voicemail drop. So it depends on which setting you have set up.
As best practice, we recommend to not leave manual voicemails while power dialing because it can take you out of the flow due to its manual process
Q: When using the single line (individual line) dialer to place one-off calls to prospects, will those calls still get logged back to Salesforce?
A: Any dial made through the single line dialer will be logged back to Salesforce. Salesforce will always try match that phone number back to the prospect that is associated with that phone number if their record currently exists in Salesforce.