AMS+’s Phone Dialer is a virtual phone system that will help streamline your business while keeping you compliant with call recording requirements and more.
Phone Dialer setup (agency-level)
The following instructions will detail how to activate and set up the Phone Dialer at the agency level. Once set up, users will be able to make calls and send SMS text messages.
You must belong to a Security Group with the “Manage Users” Administrative permission to set up the Phone Dialer at the agency level.
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Step 1: Add and set up a phone number in our VoIP platform or port your own number
You need a phone number in our VoIP platform to make and record calls and send texts from AMS+.
When to Purchase through AMS+:- Your business is NOT tied in any way to your current number, carrier, etc.
- You need to get up and running “now” and can’t wait for the porting process to be finished
- You have a number that your clients know well and easily recognize
- We do not recommend porting your cell phone number, as this will disconnect the number from your current carrier, preventing your cell phone from making or receiving calls
- Your business has been using the same number for years and it’s to your advantage to keep it
- Your business has multiple locations (mostly the same, the numbers are known or have been with your company for years)
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Step 2: Create voicemail recordings
You can use these recordings for voicemail welcome messages, greetings, drops, IVRs, and more. -
Step 3: Make a call and test the Phone Dialer
Make some test calls and listen to the voicemail recordings. Make sure everything is set up and running smoothly.
Once the initial setup is finished, check out the Optional setup section for additional Phone Dialer features.
Optional setup
Set up these additional features to personalize and enhance your agency’s experience using the Phone Dialer:
- Save numbers to the account-level phone book so you and others can find them quickly in the Phone Dialer.
- Record or upload a voicemail drop if you want to leave pre-recorded messages when you don’t reach the person.
- Set up ring groups if you want to have multiple people answer calls to the same phone number in our VoIP platform.
- Set up IVRs to help direct callers to the right person or ring group in your agency.
- Set up an after-hours schedule if you want to forward all inbound calls within a specific time frame to a virtual answering service or external number.
- Set up caller ID if you want a different phone number to display on people’s screens, instead of your actual number, when you call them.
- Create call queues to organize the Sales Records of leads you need to call and reach out to them in the right order.
- Set up Automated Workflows to add or remove lead Sales Records from call queues automatically.
Phone Dialer setup (user-level)
Once the Phone Dialer has been activated, there are additional, optional settings that can be set up at the user level. These settings are not required to use the Phone Dialer but may improve efficiencies in business processes.
- Turn on text reply forwarding so SMS text replies will be sent to your cell phone. Make sure you do not have your cell phone number linked to any record.
- Set up caller ID if you want a different phone number to display on people’s screens, instead of your actual number, when you call them.
- Save numbers to your personal phone book so you can find them quickly in the Phone Dialer.