Scripts
Consistent questions for every lead.
Solutions · By Industry
Reach new leads while they are still looking and hand booked jobs to your team. Explore workflows for contractors and service companies.
Lead-response timeline
Homeowners who ask for a quote often contact several companies. The sooner someone calls back, the better the chance of a conversation. We do not quote response-time statistics here; measure your own.
From a web form or an ad.
Every minute the lead may call someone else.
The earlier, the better.
Planned callbacks if there is no answer.
Trigger flow
A form submission can start a call through the API and webhooks, so new leads are called without waiting for someone to notice them. See Voice API & Integrations.
Your site or ad platform receives the lead.
Your system starts a call through the API.
An available agent takes the call.
The result goes back to your CRM.
Booking journey
Scripts and dispositions keep booking consistent; calendar integrations are confirmed per system. Campaigns are configured in campaign management.
Consistent questions for every lead.
Booked, callback, not interested.
Through your calendar or CRM, where integrated.
Caller ID checklist
Homeowners are more likely to answer numbers they recognize; see caller ID reputation.
Local numbers where supported.
Watch outbound numbers.
Present your company truthfully.
Integration flow
Sync leads and outcomes with your CRM or field-service tool through the API and webhooks. Connections are scoped per system.
From your forms or CRM.
Recorded during the call.
Sent to your field-service tool.
Consent checklist
Document how each lead agreed to be contacted. See compliance controls; this is not legal advice.
Clear consent language on your forms.
Keep consent proof with the lead.
Honor opt-outs quickly.
Product demonstration
A demonstration shows a lead going from form to booked job. Solar companies can also review the solar dialer page, and lead sellers the lead generation dialer page; see how it works for the overall flow.
A dialer helps you call new leads quickly, follow up consistently and record what happened, so fewer quote requests go cold. Agents work in the browser, outcomes can flow to your CRM, and answering machine detection helps filter likely voicemail. The result is more conversations with homeowners who asked to hear from you.
Yes, by connecting your forms to the API and webhooks: a form submission can trigger a call, so new leads are contacted without waiting. This is built as an integration rather than a switch, so scope it with the team. Make sure the form includes clear consent language before you call.
Scripts and dispositions help agents book appointments consistently, and booked jobs can be passed to your CRM or field-service tool through the API. Direct calendar integrations are confirmed per system. Ask to see an example booking flow in a demonstration using the questions your team asks today. Keep the script short and clear.
You can manage the numbers you present for each campaign. Local number availability depends on the areas you call and is confirmed in a demonstration. Accurate caller identity and sensible calling practices help keep those numbers healthy. Review them regularly.
Yes, through the API and webhooks: leads can come in from your CRM and outcomes can go back to it when a call ends. These connections are scoped for your system rather than supplied as packaged connectors. Test the flow with a few real leads before switching on full volume.
Consent proof usually lives with the lead in your forms and CRM, and Dialog works with the lists you prepare. Keep clear consent wording on every form, store the record with the lead and honor opt-outs quickly. Your organization remains responsible for consent, so review the process with your advisers.
Discuss your use case, existing systems, calling volumes and integration requirements with the Dialog team.
Tailored demo · Unlimited users