SmartDialer now has its own section in the left-hand navigation, separate from calling a lead inside Master Inbox. It brings together every lead you need to call, your full call history, and all your purchased numbers - whether the lead came from a manual import, a Direct Dial, or a Call step in a campaign sequence.
Look for SmartDialer (marked New) in the left sidebar.
This guide covers:
Call in Queue - Dialer Leads
Call in Queue - Sequence Leads
Importing leads into SmartDialer
Direct Dial - calling any number on demand
Call Logs
Your Numbers
Click SmartDialer in the left nav, then the Call in Queue tab. This opens by default on the Dialer Leads sub-tab.
Dialer Leads are leads you've added directly to SmartDialer for calling - via import or manual entry - independent of any email campaign.
The table shows:
Lead Name
Phone
Company
List (the import batch/list the lead belongs to)
Actions - a call icon to dial immediately, and a ā® menu for more options
Use the search bar to find leads by name, phone, or email, and Filter to narrow the list down further.
Click the Sequence Leads sub-tab to see leads that reached a Call step inside an email campaign sequence and are now waiting for a manual call.
If leads have been sitting in the queue for more than 7 days, a Leads Waiting Over 7 Days banner appears at the top with a View [X] Leads shortcut, so nobody falls through the cracks.
To add a Call step to a campaign sequence in the first place, see: SmartDialer Walkthrough: Making Your First Call (Section 6: Adding a Call Step to a Campaign Sequence).
From the Call in Queue tab, click + Import Leads.
This opens a 3-step wizard. On Step 1, you can either:
Click Go to SmartProspect to pull verified leads straight from SmartProspect, or
Drop your file here, or browse to upload a CSV, XLSX, or XL file (up to 2MB)
Phone numbers are mandatory to import leads into SmartDialer (Learn how you can import leads from SmartProspect.). Use Download template to get the correct file format before uploading.
Continue through the remaining steps of the wizard (column mapping and review) to confirm your import.
Click Direct Dial (top right of Call in Queue) - or the call icon next to any lead row - to open the Start a call modal.
You can:
Choose Your Number from any number you own
Enter or confirm the Client Number to dial
Toggle Record call (on by default - a compliance reminder appears to ensure you follow local recording laws)
See your available credits in the top right of the modal
Click Start Call, or Buy More Numbers if you need an additional line first.
Your browser will request microphone access before the call connects - allow it to proceed.
Click the Call Logs tab to see the full history of every call made through SmartDialer, regardless of whether it started in Master Inbox, a Sequence Leads queue, or Direct Dial.
The table shows:
Contact (name or phone number)
Transcript - click View Transcript to open the AI-generated transcript
Purpose (e.g., Prospecting Call, Support Call, Others)
Tags
Duration
Date
Note
Edit icon - update purpose, tags, or notes after the fact
Use the search bar to find a specific call by name, phone, email, or CSV.
Click the Your Numbers tab to manage every phone number your workspace owns.
The table shows:
Phone Number
Registration (country)
Status (e.g., Active)
User - who the number is assigned to
A delete icon to remove a number
Click Buy a Number to purchase an additional line - see SmartDialer Walkthrough: Making Your First Call for the full number-purchase flow and pricing.
Master Inbox - call a lead from their individual email thread
Sequence Call step - automatically queues a lead for a call at a set point in your outreach
Dialer Leads / Import / Direct Dial - manually add or call any lead, on demand, independent of a campaign
Call Logs and Your Numbers - the shared source of truth for every call and number, no matter where the call started
Learn more about SmartDialer and how you can place a call from Master Inbox directly.
