SmartDialer lets you call your leads directly from Smartlead - with full email context, automatic call logging, recording, and AI-powered transcripts.
This guide walks you through:
Setting up your calling number
Making your first call
Using the dialer during a call
Logging call details
Reviewing recordings and transcripts
Handling common issues
Before you can call leads, you need a dedicated phone number.
Go to Master Inbox (From left hand navigation >> click on Master Inbox tab)
Open any lead conversation
Click Call Lead
If you don’t have a number yet, you’ll see:
“You don’t have a calling number yet.”
Click Buy a Number.
You can:
Search by area code (e.g., 415, 212)
Choose from available US local or toll-free numbers
Each number shows:
Phone number
Country
Region / Area code
Monthly cost
Select your preferred number and click Confirm and Purchase.
You’ll see:
Monthly cost breakdown
Notes on auto-renewal and compliance
Key details:
Numbers auto-renew monthly
Mid-cycle cancellations are non-refundable
Each number is tied to one workspace
Usage and recording comply with telecom regulations
Click Make Secure Payment to complete via Stripe.
Once payment is successful:
Your number is provisioned automatically
You can start calling immediately
No manual setup required
Once your number is active:
Open a lead conversation in Master Inbox
Click Call Lead (refer to the first screenshot)
You’ll see the Start a Call modal (see below screenshot).
Note: Client Number is hidden in the above screenshot.
You can:
Select Your Number (if you own multiple numbers)
Confirm the Client Number
Toggle Record Call (ON by default)
Click Start Call.
The SmartDialer interface appears as a floating panel.
In the call active state, you’ll see:
Call timer
Recording indicator
Lead name and phone number
Mute button
End Call button
Add Context option
Important:
Email history remains visible in the background.
You can reference past conversations while speaking.
Recording is enabled by default.
You can turn it off before starting the call.
A recording indicator shows when recording is active.
When you end the call, SmartDialer prompts you to log call details.
You can add:
Purpose (e.g., Qualification Call)
Tags
Notes (up to 500 characters)
Click Submit to save.
If you skip logging:
The call will still be saved
But it won’t include purpose, tags, or notes
You can choose:
Skip for Now
Or go back and complete logging
When the call is ended, if transcript generation is complete, you’ll see:
“Call recording and transcript are now ready for review.”
Click View Transcript to open it.
Every call is automatically logged inside the lead’s Master Inbox timeline.
You’ll see:
Call date
Duration
Time range
Recording section
Transcript section
Edit option
This ensures:
Calls are linked to the correct lead
Call activity sits alongside emails and subsequences
Sales history remains centralized
Transcripts are generated automatically after the call ends.
Features:
Timestamped sections
Speaker separation
Scrollable transcript view
• Always confirm phone number before calling
• Keep recording enabled for transcript benefits
• Add purpose and tags immediately after call
• Use transcript timestamps to review objections
• Call while referencing email history for contextual follow-ups
SmartDialer plans start from $9/month and go up to $699/month, depending on the number of minutes and users selected.
Calls are billed per minute
Call recording & transcription are billed at a higher per-minute rate
Higher plans offer more minutes and lower per-minute costs
Some tiers include unlimited minutes
US local and toll-free numbers start at $1 per number / month.
You can view available plans, pricing tiers, and estimated minutes inside your account:
Profile → Settings → Subscription → SmartDialer
Pricing updates dynamically based on your selected plan.
