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DialerAI - BatchLeads

Ben Self avatar
Written by Ben Self
Updated today

DialerAI is BatchLeads’ intelligent dialing solution designed to help real estate professionals connect with motivated sellers more efficiently. By giving you a real time script, it helps you streamline your calling (makes conversations easier), prioritizes engagement (helps you understand what to say and when), and surface insights (when it tells you what to say, it may suggest something you may not have thought of).

By reducing manual effort and eliminating guesswork, DialerAI enables users to engage with more qualified leads, improve productivity, and close deals faster.

Interactive Demo

Video Walkthrough

Written Article: Getting Started with DialerAI

Follow the steps below to activate DialerAI, configure your settings, and launch your first campaign.

Step 1: Activate the DialerAI Add-On

  1. Navigate to the Billing section in your BatchLeads account.

  2. Locate DialerAI under the Add-Ons section.

  3. Click Start Free Trial to enable the feature.

Step 2: Configure Call Settings

  1. Click on Call Settings from your user profile.

  2. Select Custom Number to begin setting up your caller ID.

  3. Choose your desired State and Area Code.

  4. Select an available number and click Confirm.

    • You can have up to 3 phone numbers that can be replaced every 7 days for free!

  5. (Optional) Set up Call Forwarding:

    • Click the three dots next to your selected number.

    • Add a forwarding number such as a Google Voice, CallRail, or mobile number that can receive calls and voicemails.

Step 3: Create a DialerAI Campaign

  1. Click My List from the dashboard.

  2. Select the properties you want to include in your campaign.

  3. Click Actions > Add to Campaign > DialerAI.

  4. Choose to either:

    • Add leads to an existing campaign, or

    • Create a new campaign:

      • Enter a campaign name.

      • (Optional) Add a Webhook (e.g., for Podio integration).

      • Add team members if applicable.

The system will automatically scrub numbers against the internal DNC and TCPA Litigator lists. You can also choose to exclude properties that are already included in other DialerAI campaigns.

5. Click Add.

6. Assign a campaign tag (optional but recommended for organization).

Step 4: Begin Dialing

  1. Navigate to the Campaigns section and select DialerAI.

  2. Open the campaign you want to begin working on.

  3. Click the Phone icon next to a lead to initiate a call.

  4. Use the guided conversation script on the right-hand panel for real-time support.

  5. Click Next Property to move through your list.

  6. Review lead and property details, including owner information, property photos, and contact breakdowns.

Step 5: Post-Call Workflow

  • Use lead statuses to track call outcomes.

  • Add detailed notes to the contact record.

  • Create tasks and set reminders as needed.

  • Push the contact into your CRM if integrated.

Additional Features

  • Access campaign history and performance under the Campaigns tab > DialerAI.

  • Filter mobile and landline numbers separately for better call strategy.

  • Configure your default dialing number at any time via your Profile > Call Settings.

  • Real-time response suggestions are available during live calls via the “What should I say?” panel.

Support

If you have questions or need additional assistance, click the BatchLeads logo in the lower-left corner of your dashboard to access our help center or contact support.

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