Everything in DialXAI
The phone assistant, the agent desk and the knowledge base have their own pages. Here is the rest: how calls are handled, calls out, reports, and your team.
Call handlingContacts and calls outCall history and reportsTeam and roles
Call handling: what callers hear, set by your team
No technician is needed to change what callers hear. Changes apply from the next call.
- Opening hours for each day of the week, in your office's time zone.
- Closed days such as public holidays, with their own message.
- Greeting and closed message in your own words. The sentence saying the call is automated and recorded is always added.
- Notices played after the greeting between two dates, such as an office move or a new requirement.
- The assistant on or off, and whether it keeps answering out of hours.
- “Right now” and preview: see exactly what a caller hears at this moment, or at any date and time you choose.
Contacts and calls out
Call people back from one list, at times that suit them. Every call out is placed by an agent who is ready to talk: DialXAI does not play recorded messages to lists of numbers.
- Contacts with name, organisation, numbers in international form, time zone and notes; import a spreadsheet (CSV), checked before anything is added.
- Do not call: a contact marked “do not call” is never called by a campaign.
- Campaigns that agents work through one contact at a time, each call placed from your organisation's own line.
- Calling hours in each contact's own time zone, so nobody abroad is called at night.
- Tries again when nobody answers: up to 10 attempts, at the interval you choose.
- Told it is recorded: the person called hears that the call is recorded before the agent speaks.
Call history and reports
Every call in and out, with what was said and what happened, from the organisation's own calls only.
- Call history searchable by number or contact name, filtered by direction, status and date.
- Each call with its recording, transcript, a short summary, caller mood and topics.
- Dashboard of today's calls, refreshed every 30 seconds.
- Reports for today, 7, 30 or 90 days: calls, answer rate, average call and waiting time, calls by hour or day, caller mood, top topics, and figures per agent.
- Export call lists and reports to a spreadsheet (CSV).
- What the assistant said: every question and answer, with the articles used.
Team and roles
Each person sees and does what their role allows, checked by the server on every request.
| Role | Typically |
|---|---|
| Owner | Everything an administrator does, for the organisation's account holder. |
| Administrator | The team, opening hours, greeting and assistant switches, settings, and approving or archiving articles. |
| Supervisor | All calls and reports, campaigns, notices and closed days, and writing articles. |
| Agent | Their own desk, their calls and their campaign contacts. |
| Viewer | Reading calls, reports and call handling, without changing anything. |
- People join by an emailed invitation that works once; nobody can sign up into your organisation.
- Forgotten passwords are reset by an emailed link that works once, for an hour.
- Everyone can see where they are signed in, and sign out other devices.
Hear DialXAI answer your own questions.
Send us a few of the questions your callers ask most. In the demo, the assistant answers them from articles we write together, then puts the call through to a person, and you see the agent's screen.