How to place a call with the AI Dialer

Learn how to call a contact or company from GTM One and what the dialer shows you.

Overview

The AI Dialer opens as a panel at the bottom right of the screen when you start a call. Before the call connects it can show a brief to help you prepare. During the call it shows the contact, a timer and call controls.

You need the dialer turned on for your account and a phone number to call from. If you have not chosen one yet, the dialer asks you to select one when you start your first call. See How to choose your dialer phone number.

Place a call

1. Find a phone number with a call button, such as a company's HQ phone or a contact's phone number on a profile.
2. Click the call button. The dialer panel opens.
3. If a pre-call brief appears, read it. Click AI at a glance, AI Talking Points, Recent Activity or Recommended Talk Track to open or close a section.
4. Click Start Call. When no brief is turned on for you, the call connects as soon as you click the call button and you skip this step.
5. Talk when the call connects. The panel header changes to "Call" and a timer starts.
6. Click the call controls at the bottom of the panel when you need them. Use the microphone button to mute or unmute, the keypad button to open a keypad and send tones, and the voicemail button to drop a pre-recorded voicemail.
7. Click the red end call button to hang up.

You can minimize the panel with the minimize button in its header and expand it again with the expand button. While minimized it shows the contact and the call status.

What the pre-call brief shows

• AI at a glance: A short summary of the contact or company, with Intent, Last touch and Best ask when they are available.
• AI Talking Points: Key points about the contact and company, shown while they are being written. These appear when talking points are turned on for you and the company's data is available. See How to set up talking points for your calls.
• Recent Activity: Earlier calls, meetings and emails with the contact.
• Recommended Talk Track: An opener, key points, likely objections with suggested responses, and a call goal.

If one section cannot load, the others still show.

Close the panel

Click the close button in the panel header. During a call, the "Hang up?" window asks you to confirm and warns that hanging up loses the call log data. Click Hang up to end the call or Cancel to stay on it. After a call, see How to log a call in the AI Dialer.

If you see an error

• "Microphone access denied. Allow microphone access in Chrome and try again." You are using the Chrome extension and the browser blocked the microphone. Allow microphone access for the extension in Chrome, then start the call again.
• "Failed to load pre-call intelligence. Please try again." The brief could not be loaded. Click Start Call to call without it, or close the panel and start the call again.
• "A device error occurred" or another device message in a notification. The call could not be placed or was interrupted. Check your microphone and speaker, then start the call again. If it keeps happening, contact ZoomInfo support.
• "No matching contact found" on a call, or a number shown without a name. ZoomInfo could not match the number to a contact. The call still works.