Auto dialer

Call more leads and close sales faster with RingCentral RingCX

  • Streamlined sales workflow
  • Increased agent productivity and output
  • Seamless integration with contact center tools
 A contact center agent wearing a headset in front of a computer with inlay of RingCX auto dialer making a call to Alex Carter
A contact center agent wearing a headset in front of a computer with inlay of RingCX auto dialer making a call to Alex Carter
 A contact center agent wearing a headset in front of a computer with inlay of RingCX auto dialer making a call to Alex Carter
Written by  Andy Watson
Senior Manager, Product Marketing
Reviewed by John Finch
VP, Product Marketing, AI Customer Experience
Updated: 05 November 2024

Trusted By Thriving Businesses Everywhere

What is an auto dialer?

An auto dialer is a software-based outbound contact center feature, used to efficiently contact customers and prospects . Auto dialers help agents by automatically dialing customersā€™ phone numbers from a database of leads.

Depending on the company using it, the automated dialer system can be configured to play a prerecorded message or connect the call to a live agent. There are a range of different automatic dialer options and modes that businesses and contact centers can choose from:

Predictive dialers

In the case of predictive auto dialers, the software dials a lead or prospect even before an agent is necessarily available.

Predictive dialers are the most advanced type of auto dialer. They rely on algorithms to predict when one of your agents will be ready for a new call and whether the called party is likely to answer. Predictive dialers simultaneously dial a set ratio of calls (for example, three calls for every agent) and then automatically connect the call to an agent only when the call is answered. Metrics such as agent status, average talk time, and wrap-up time are all factored in to make the algorithms as accurate as possible.

Progressive dialers

Progressive auto dialing is a little different from predictive dialing. Rather than dialing a lead when it predicts any agent will be available, progressive dialing works on a one-to-one, agent-to-lead, basis.

This kind of auto dialer system waits a particular amount of time after an agent hangs up a call. It then automatically dials the number of the next lead from a given database for that agent.Ā 

Preview dialers

Preview dialers are similar to progressive dialers. However, they wonā€™t automatically dial the next lead for an agent without input from that agent.

Instead, when an agent wraps up a call, preview auto dialers will send them info on the next lead. That might be as simple as their name and company or much more complexā€”usually with the help of an integration with your customer relationship management (CRM) software. The agent can then press a button to initiate the call, only when theyā€™re ready.Ā 

Voice broadcast dialers

A voice broadcast dialer differs from other dialer types because it does not rely on agent availability.

Instead, it dials multiple contacts at once, plays a prerecorded message, and optionally allows the contact to connect to an IVR, virtual agent, or live agent if necessary.
A contact center agent wearing a headset with inlay of different companynumbers including toll free and international phone numbers

How does an auto dialer work?

An automatic dialing system isnā€™t a pain to set up. You typically only need the dialer software, a computer, a voice modem*, and an active telephone line. If youā€™re using VoIP, you wonā€™t need a modem (or the physical telephone line).
It all starts with the auto dialing software telling the computer which numbers to auto dial and how to respond to different scenarios (i.e., when it gets a busy signal or a voicemail, or when a live person picks up the phone). But before the phone system connects, the software decides which number to call and the duration of talk time.

Calls are usually answered within 25 seconds, which is about the amount of time it takes for a phone to ring four times. If no one answers or if the system detects a busy signal, answering machine, or voicemail, the call will be dropped. For dropped calls, the auto dialer will have logic defined to determine if, when, and how many times to retry the call. .

* A voice modem is a device that enables the computer to play pre-recorded voicemails and other forms of audio messages over the phone line.

Enhance your call strategy with autodialing solutions in RingCX

Automatic dialing is an easy way to help your contact center agents reach more prospects and close deals faster. With RingCentral RingCX you can choose from each of the  auto dialing options discussed above (and a manual alternative):
A row of smiling contact center agents with inlay of RingCX showing ongoing call
A row of smiling contact center agents with inlay of RingCX showing ongoing call
A row of smiling contact center agents with inlay of RingCX showing ongoing call

Progressive dialer

Gain phone dialing efficiency with the peace of mind that your customers will be connected with a live agent, every time, with a smart power dialer.

Progressive automated dialing works on a one-to-one basis, connecting one lead to one agent. Your system allows a predetermined amount of time between calls, and then automatically dials the next lead.

Best for:

Lead lists where quality contact with individuals means more than the quantity of leads being dialed.

Use cases:

  • Appointment setting
  • Scripted or repetitive calls
  • Upsell and cross-sell

Predictive dialer

Dial more often with fewer errors, with a predictive auto dialer.

Based on the settings youā€™ve laid down for your campaign, the automatic dialer  intelligently predicts which agent is ready to handle the next call the soonest.

Best for:

Contact centers looking to improve sales agent contact rates or manage leads more effectively.

Use cases:

  • High volume sales
  • Market research
  • Political campaigns
A female contact center agent with earpiece in front of a laptop with inlay of predictive dialer featuring team member names
A female contact center agent with earpiece in front of a laptop with inlay of predictive dialer featuring team member names
A female contact center agent with earpiece in front of a laptop with inlay of predictive dialer featuring team member names
A female contact center agent wearing a headset looking at her screen featuring lead info in Yanis Patterson
A female contact center agent wearing a headset looking at her screen featuring lead info in Yanis Patterson
A female contact center agent wearing a headset looking at her screen featuring lead info in Yanis Patterson

Preview dialer

Make research and call-selection simple so call center agents can focus on developing a personal connection for each call.

Like progressive auto dialers, the preview alternative also works on a one-to-one basis. This time, however, your agent can review lead info ahead of the call. They can then press a button to dial the lead only when theyā€™re ready.

Best for:

High-touch, high-value interactions giving agents time to research and prepare.

Use cases:

  • Fundraising
  • Financial portfolio discussions
  • Collections

Voice Broadcast Dialer

Connect rapidly with a large audience for simple messages, reminders, and announcements.

Voice broadcast mode operations on a one-to-many basis, without relying on agent availability. This allows you to reach a broad audience quickly.

Best for:

High volume, high-quality contacts such as existing customers.

Use cases:

  • Appointment reminders
  • Emergency alerts and announcements
  • Followup notices
A row of 2 contact center agents wearing headsets featuring the voice broadcast feature
A row of 2 contact center agents wearing headsets featuring the voice broadcast feature
A row of 2 contact center agents wearing headsets featuring the voice broadcast feature
A circular arrangement of gold coins each featuring a security or compliance logos including HiTrust, HIPAA, GDPR,m PCI DSS and more
A circular arrangement of gold coins each featuring a security or compliance logos including HiTrust, HIPAA, GDPR,m PCI DSS and more
A circular arrangement of gold coins each featuring a security or compliance logos including HiTrust, HIPAA, GDPR,m PCI DSS and more

TCPA safe dial

Sometimes, an automated dialer isnā€™t the best option. Thatā€™s why RingCentral RingCX also provides a full-featured manual dialer.

That dialer boasts  a familiar agent UI and built-in compliance supporting tools to keep your contact center on the right side of the law.

Best for:

Safely calling customers with cellular phones that have not opted into a campaign.

ELEVATE THE AGENT EXPERIENCE

Arm agents with the information, tools, and guidance they need to own every moment

Keep agents well-informed

with quick access to customer information and seamless syncing between agent UI and external applications

Win customers with ease

Eliminate tech troubles with our simplified, intuitive UI designed to streamline your workflow and enhance customer interactions.

Smooth out the sales process

with guided engagement flows that automatically adapt to each customer interaction

COACHING AND ANALYTICS

Never stop improving the way your businessā€Øwinsā€“and servesā€“customers

Boost agent performance

with real-time call center manager or supervisor coaching capabilities from Monitor, Chat Suggestions, and Barge-in

Gain Real-Time Insights

Easily identify areas needing attention through live reporting dashboards that provide clear analysis of agent performance and success.

Improve quality assurance

with closed feedback loops from readily available call recordings

Quickly deploy an AI-powered contact center that empowers your team.

MAXIMIZE OUTPUT & OPERATIONAL EFFICIENCY

Give agents the power to get more done

Make stronger connections

with automated dialers and blending in the background leading the way to live prospects and increased productivity

Count on 99.99% uptime

from dependable connections that donā€™t leave agents or customers hanging

Tailor campaigns to your goals

with rule-setting and data integration capabilities for establishing who youā€™re calling, when youā€™re calling, and how often

BUILT FOR TRUST

Create trust and promote positiveā€Øcustomer engagements

Mind regulations as you go

with Safe Dial, featuring TCPA compliance-supporting tools, human intervention, and time zone conscious technology

Respect your customers

with seamless DNC list integration that lets customers opt out and helps agents stay aware of their choice

Encourage call-backs

with around-the-clock reachability from real call back numbers, IVR, intelligent blending, and inbound routing

Video: RingCX: Smarter customer experiences made simple
Video: RingCX: Smarter customer experiences made simple
Video: RingCX: Smarter customer experiences made simple

How to choose the best auto dialer softwareā€Øfor your business

Auto dialing software comes in all shapes and sizes. So, how do you know which auto dialer app is the right one for your business? First and foremost, make sure you only look at solutions which offer you these vital outbound calling features as part of the package:
  • A choice of automated dialers - Depending on the business activity or campaign, the type of automatic dialing you need may vary. Make sure you have a choice of progressive, predictive, preview, and manual dialing.
  • Sales scripting - An auto dialer program shouldnā€™t only help with connecting calls. It should help your agents to effectively handle those calls, too. Thatā€™s why solutions like RingCX also quickly generate call scripts to help them cover their bases, maintain compliance, and guide prospects seamlessly down the pipeline.
  • Integrations with CRMs and other tools - Your automated calling software shouldnā€™t operate in a vacuum. Integrations with your broader business tech stack are a must. A link-up with your CRM is particularly crucial. After all, itā€™s from there that your agents can access the lead-specific information that can take sales calls to a new level.
Once youā€™ve ensured your shortlisted auto dial software has those fundamentals covered, itā€™s still not time to rest on your laurels. Instead, think about what else your chosen tool could do for you.

For example, if you choose RingCentral RingCX as your auto dialer service, youā€™re getting much more than an auto dialer.

As well as providing all the outbound calling fundamentals mentioned above, with RingCX you also get a raft of additional features and functionalities.Ā 

As a true omnichannel contact center solution, RingCX can help you handle inbound communications, too, as well as managing your agents, maintaining customer satisfaction and more. Link it to RingCentral RingEX, whatā€™s more, and you can seamlessly handle your internal communications on the same platform, too.

So, whatā€™s the best automatic dialing software for your business? Perhaps itā€™s a solution thatā€™s far more than just an auto dialer. Weā€™ve put together this detailed guide to help you decide the best solution.
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Auto dialer FAQs

It is not illegal to use auto dialers in the USA. However, given that automated phone calling can seem too intrusive for the comfort of many individuals, there have been questions about their legality.

The existing legislation that applies to automatic dialers in the USA is the Telephone Consumer Protection Act (TCPA). That legislation does limit the use of ā€œautomatic telephone dialing systemsā€. But donā€™t let that send you into a panicā€”the Supreme Court recently clarified the definition of that term.

According to that 2021 Supreme Court ruling, an automatic telephone dialing system is one which stores or produces telephone numbers using a random or sequential number generator, and then dials them. The kind of ā€œrobocallingā€ machine that no self-respecting business would ever use.  

Itā€™s good to be aware of legislation and compliance requirements surrounding using an automatic phone dialer. The best way to ensure youā€™ll always avoid conflict with the law is to partner with a reputable provider like RingCentral.

RingCentral solutions, including the auto dialer functionalities, are built on a secure cloud platform with a robust portfolio of compliance certifications behind it.
The right auto dialer systemsā€”used in a sensible and efficient wayā€”can hold an array of benefits for your business. They include simplifying dialing, improving scalability, boosting productivity, and introducing cost savings.

An automated dialer systemā€”or the best examples, at leastā€”should be easy to set up and use. You shouldnā€™t need someone with software development experience in your contact center to implement it. Whatā€™s more, your agents shouldnā€™t have a steep learning curve when it comes to making callsā€”that part of the process should be handled for them.

The time-saving advantages of an automatic dialer system also make it easier for you to scale contact center operations. While automatcially dialing a number may only save a few seconds per call, when you extend that across a large contact center (or more than one), the seconds add up.

By taking dialing off the plates of your agents, too, you can reduce the amount of idle time spent between calls. Rather than spend their valuable time searching for and dialing numbers, they can be actually talking to prospects and leadsā€”a much more productive use of their time.

Those productivity gains will also have a positive impact on your bottom line. It can lead to agents making more calls per shift, and therefore, significant cost-savings over time. Whatā€™s more, an auto dialing system can help avoid those frustrating misdials which waste precious time and resources. 
As with any new technology your business may choose to adopt, there could also be some cons to using automated dialing systems.

One of the principal challenges is to ensure you only ever use an auto dialer in a legal and compliant manner.

Legislation varies from country to country, state to state, and industry to industry, so make sure you know what applies to you. Choosing a software provider like RingCentral, which takes security and compliance seriously, should stand you in good stead.  
Another potential issue of using auto dialers is that they can negatively impact the experience of those youā€™re calling.

Weā€™ve all answered calls where it seems like nobody is on the other end. They usually happen when an auto dialer makes a call but no agent is actually available. You can avoid that, however, by choosing the right auto dialer software with smart algorithms and setting it up to best suit your resources.
Depending on your needs, be prepared to shell out a few hundred dollars for standard, downloadable software that can manage only one outbound call at a time, to thousands of dollars for professional, more advanced software that allows thousands of automated outbound calls per hour.

Auto dialer software providers can charge upfront, per call, monthly, or annually. You can get a much better return on investment (ROI), though, by investing in a more comprehensive contact center solution with autodialing built-in. Why not check out the RingCentral RingCX plans and pricing to see what you could get for your money?
How to set up an auto dialer differs depending on which software or tool youā€™re using. RingCentral RingCX, though, is designed to make all manner of set up and implementation easy.

With RingCX, once youā€™ve created a campaign for your outbound calling and established basic campaign settings, you can then set up your dialing. Simply head to Dialer Settings from the General tab of your campaignā€™s configuration panel.

Once there, you can configure all manner of auto dialer related settings, such as ring time, caller IDs, the order to call leads in, and more. 
The best auto dialer software is one that empowers your call center agents, boosts your outbound calling strategy, promotes workflow automation, and ultimately helps deliver enhanced customer experiences.

The exact solution that ticks those boxes may differ from business to business depending on those organizationsā€™ unique needs. The best auto dialer software for a small business, for example, may not be the same as the best one for a global enterprise. Some alternatives, however, have something for everyone.

RingCentral RingCX, for instance, is an omnichannel contact center solution that features auto dialer systems aimed at championing your agents so they can deliver beyond expectations. They come alongside a whole host of additional features that can help your business manage its communications seamlessly and efficiently.
There are a few ways to assess the success or impact of an auto dialer in your contact center. Metrics to track include the number of calls connected, call conversion rates, and agent engagement.

If your auto dialer is working properly, you should be making more calls across your contact center. Just make sure that calls are actually connecting rather than hitting answering machines, engaged tones, or dead lines.

Autodialing is about the quality of your calls as well as the quantity, too. Especially when using preview dialers, which arm agents with vital info on who theyā€™re calling, you should see an improved conversion rate. If youā€™re not, it may be worth revisiting your auto dialer settings.

Agent engagement is a little harder to measure. However, you could always askā€”something that contact center managers sometimes forget. Why not catch up with your agents and ask them how your auto dialer is working out? Is it making their lives easier, saving time, and making them happier at work?   

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