Overview of Engagements in GTM One

Learn what Engagements covers in GTM One and how to reach the AI Dialer.

Overview

Engagements is the part of GTM One for reaching out to the people you sell to. Today it centers on the AI Dialer, which lets you place and answer calls from GTM One, record them, leave voicemails, and log what happened. The pages below take each part one at a time.

This overview is for sellers who make or take calls, and for admins who check that their team has the dialer.

What is in Engagements

• Place a call. Start a call to a contact from a phone number in GTM One. See How to place a call with the AI Dialer.
• Answer an incoming call. Pick up a call to your dialer number inside GTM One. See How to answer an incoming call in the AI Dialer.
• Choose your dialer phone number. Pick the number your calls go out from. See How to choose your dialer phone number.
• Choose your microphone and speaker. Set the devices a call uses. See How to choose your microphone and speaker for calls.
• Record a call. Pause, resume or delete a call recording. See How to record a call in the AI Dialer.
• Voicemail. Record a greeting and voicemail drops, then drop one during a call. See How to record a voicemail greeting and voicemail drops and How to drop a voicemail during a call.
• Talking points. Prepare what you want to say on your calls. See How to set up talking points for your calls.
• Log a call. Save what happened on a call. See How to log a call in the AI Dialer.
• Fix a problem. If a call does not connect, see Troubleshooting AI Dialer calls that fail to connect. For setup, microphone, and phone number problems, see Troubleshooting AI Dialer setup, microphone and phone number problems. For voicemail, call logging, and call brief errors, see Troubleshooting AI Dialer voicemail, call logging and call brief errors.

Before you start

• The dialer is part of your plan. The Dialer page in Settings is shown only to users on a paid plan whose organization has the dialer. If Dialer is missing from your Settings list, you do not have it. Ask your ZoomInfo admin.
• Your browser can use your microphone. The first call asks for microphone access. Allow the microphone for GTM One in your browser settings. In the Chrome extension, a refused microphone shows "Microphone access denied. Allow microphone access in Chrome and try again."; allow it in Chrome, then call again.

Reach the dialer and place a call

1. Open your user menu and click Settings.
2. In the Settings list, click Dialer. The dialer settings open on this page.
3. Set up your phone number and devices, using the articles above.
4. Open a contact's profile and click the phone icon (its tooltip reads Call) next to the number you want. The icon is shown only where the dialer is available to you.

After the call

The call starts from the dialer that opens over the page. When it ends, you can log it, as described in How to log a call in the AI Dialer.