Leads
Manage the people and contacts that your Dialbotix AI voice agents call as part of outbound campaigns.
A Lead represents a person or contact that Dialbotix can call as part of an AI voice calling campaign.
Step by step
- 1
What is a Lead?
A Lead is a person or contact that can be targeted by an AI calling campaign.
- 2
Lead information
Lead records can contain information such as name, phone number, email, company, source, campaign, and status.
- 3
Assigning leads to campaigns
Leads can be associated with campaigns so the campaign's configured AI Agent can call them.
- 4
Importing leads
Supported import workflows can be used to add larger groups of contacts instead of creating every lead manually.
- 5
Lead status
Lead status provides information about where a contact is in the calling workflow.
- 6
Duplicate leads
Lead deduplication helps reduce duplicate contact records and unnecessary repeated calling.
Common questions this page answers
Frequently asked questions
What information does a Dialbotix lead contain?
A lead can contain information such as name, phone number, email, company, source, campaign association, and status.
Can I import leads into Dialbotix?
Yes. Dialbotix supports lead import workflows, including CSV import, for adding multiple contacts.
Can leads be assigned to campaigns?
Yes. Leads can be associated with campaigns so the campaign can use its configured AI voice agent to call them.
Related documentation
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