[{"data":1,"prerenderedAt":186},["ShallowReactive",2],{"shell":3,"article:c-calling-and-texting":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":49,"toc":50,"shots":73,"related":99,"paths":138,"videos":139,"path":140,"sidebar":185},"c-calling-and-texting","path","\u002Flearn\u002Fc-calling-and-texting","phone-call","C — Understand calling and texting readiness","Learn where calls and texts are managed, what each channel needs, and where its history appears. Complete this path without dialing, sending, enabling AI, or…","beginner","published","browser-observed-read-only","2026-11-04","planned",{"slug":46,"title":47,"href":48},"learn","Learning paths","\u002Flearn","\u003Cfigure class=\"see shot\" data-shot-figure=\"speed-dial-workspace-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"speed-dial-workspace-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Speed Dial screen with the Companies list, the selected lead's Contact Info and Call button, and its website on the right.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-workspace-desktop.jpg\" alt=\"Speed Dial screen with the Companies list, the selected lead's Contact Info and Call button, and its website on the right.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Speed Dial, where you pick a lead from Companies, review its Contact Info, then select Call when you are ready. \u003Ca href=\"#screenshots\" class=\"more\">See all 2 screenshots\u003C\u002Fa>\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"speed-dial-workspace-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"speed-dial-workspace-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"your-goal\">\u003Ch2 id=\"your-goal\">Your goal\u003C\u002Fh2>\u003Cp>Learn where calls and texts are managed, what each channel needs, and where its history appears. Complete this path without dialing, sending, enabling AI, or purchasing a number.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"box box-prereq\" data-section=\"what-you-need\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Before you start\u003C\u002Fp>\u003Ch2 id=\"what-you-need\">What you need\u003C\u002Fh2>\u003Cp>Use the Demo Account and an existing synthetic lead. The observed account has no active phone number or eligible caller ID, and AI calling is not fully configured. Do not add an invented number or treat a training contact's displayed number as permission to dial it.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"read-only-milestones\">\u003Ch2 id=\"read-only-milestones\">Read-only milestones\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>\u003Cstrong>Inspect the record.\u003C\u002Fstrong> Open \u003Cstrong>Contacts\u003C\u002Fstrong>, \u003Cstrong>Calls\u003C\u002Fstrong>, and \u003Cstrong>Messages\u003C\u002Fstrong> in the lead panel. Identify where saved contact information and channel history belong. Do not click a phone number, \u003Cstrong>Make a Call\u003C\u002Fstrong>, or a send action.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Inspect the workspace.\u003C\u002Fstrong> Open \u003Cstrong>Speed Dial\u003C\u002Fstrong> and its \u003Cstrong>Calling Options\u003C\u002Fstrong>. Read the caller-ID\u002Fstatus area and leave Auto-Dial and Parallel Dial unchanged. The captured setup had zero eligible numbers; the presence of calling controls does not mean they can execute successfully.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Separate human and AI setup.\u003C\u002Fstrong> The Multiple AI Calls options were opened without preparing or starting calls. Review \u003Ca href=\"\u002Fguides\u002Fsettings-dialer\">Dialer\u003C\u002Fa> and \u003Ca href=\"\u002Fguides\u002Fsettings-call-scripts\">Call Scripts\u003C\u002Fa> to understand human call preferences and coaching; AI calling has additional configuration and execution requirements.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Check number readiness.\u003C\u002Fstrong> Open \u003Ca href=\"\u002Fguides\u002Fsettings-my-numbers\">My Numbers\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings-phone-registration\">Registration\u003C\u002Fa>, and \u003Ca href=\"\u002Fguides\u002Fsettings-calling-countries\">Calling Countries\u003C\u002Fa> in read-only mode. A voice number does not establish SMS registration or a working reply connection.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Inspect texting policy without enabling it.\u003C\u002Fstrong> \u003Ca href=\"\u002Fguides\u002Fsettings-sms-templates\">SMS Templates\u003C\u002Fa> includes both reusable messages and automatic reply rules. Saving a template differs from enabling and saving a reply policy. Leave both unchanged in this lesson.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"box box-result\" data-section=\"your-useful-outcome-now\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Result\u003C\u002Fp>\u003Ch2 id=\"your-useful-outcome-now\">Your useful outcome now\u003C\u002Fh2>\u003Cp>You can identify the missing setup, the channel-specific prerequisites, and the history tabs used to inspect later outcomes. You can still use notes and human tasks while communications are unconfigured.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion box-later\" data-section=\"later-operational-exercise--not-performed\">\u003Csummary>\u003Ch2 id=\"later-operational-exercise--not-performed\">Later operational exercise — not performed\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">For later\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>An approved call test needs an authorized number, allowed destination, working microphone\u002Faudio, and a team-controlled recipient. An SMS test additionally needs texting readiness and an appropriate recipient. Submit one deliberate action, then inspect its history and the recipient's actual experience. A queued message, provider acknowledgement, or attempted call does not establish delivery or conversation.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Cdetails class=\"accordion\" data-section=\"if-the-settings-appear-contradictory\">\u003Csummary>\u003Ch2 id=\"if-the-settings-appear-contradictory\">If the settings appear contradictory\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">Troubleshooting\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>\u003Ca href=\"\u002Fguides\u002Fsettings-calling-rotation\">Calling Rotation\u003C\u002Fa> currently describes hours as applying to manual calls too. The reviewed policy instead lets verified human calls bypass only the calling-hours restriction; AI calls retain it. Opt-outs, do-not-call checks, and other restrictions remain. \u003Ca href=\"\u002Fguides\u002Fsettings-after-hours\">After Hours\u003C\u002Fa> is a separate inbound answering schedule. A default-looking switch while policy loads is not accepted configuration evidence. Investigate the specific readiness error rather than loosening unrelated rules or buying another number.\u003C\u002Fp>\u003Cp>Continue with \u003Ca href=\"\u002Flearn\u002Fd-follow-ups\">D — Follow-ups\u003C\u002Fa> or \u003Ca href=\"\u002Flearn\u002Fh-performance\">H — Performance\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"speed-dial-workspace-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"speed-dial-workspace-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Speed Dial screen with the Companies list, the selected lead's Contact Info and Call button, and its website on the right.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-workspace-desktop.jpg\" alt=\"Speed Dial screen with the Companies list, the selected lead's Contact Info and Call button, and its website on the right.\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Speed Dial, where you pick a lead from Companies, review its Contact Info, then select Call when you are ready.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"speed-dial-workspace-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"speed-dial-workspace-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"speed-dial-calling-options-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"speed-dial-calling-options-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Calling Options window on the Dialing tab, with Auto-Dial and Parallel Dial switches and Status and caller ID settings.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-calling-options-desktop.jpg\" alt=\"Calling Options window on the Dialing tab, with Auto-Dial and Parallel Dial switches and Status and caller ID settings.\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Dialing tab in Calling Options, with Auto-Dial and Parallel Dial switches. Here no numbers are available for automatic calls.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"speed-dial-calling-options-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[51,55,58,61,64,67,70],{"id":52,"text":53,"depth":54},"your-goal","Your goal",2,{"id":56,"text":57,"depth":54},"what-you-need","What you need",{"id":59,"text":60,"depth":54},"read-only-milestones","Read-only milestones",{"id":62,"text":63,"depth":54},"your-useful-outcome-now","Your useful outcome now",{"id":65,"text":66,"depth":54},"later-operational-exercise--not-performed","Later operational exercise — not performed",{"id":68,"text":69,"depth":54},"if-the-settings-appear-contradictory","If the settings appear contradictory",{"id":71,"text":72,"depth":54},"screenshots","Screenshots",{"speed-dial-workspace-desktop":74,"speed-dial-calling-options-desktop":94},{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80,"annotated":81},"speed-dial-workspace-desktop","\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-workspace-desktop.jpg","Speed Dial screen with the Companies list, the selected lead's Contact Info and Call button, and its website on the right.","Speed Dial, where you pick a lead from Companies, review its Contact Info, then select Call when you are ready.",1920,873,{"src":82,"width":83,"height":80,"title":84,"callouts":85},"\u002Fmedia\u002Fannotated\u002Fspeed-dial-workspace-desktop-annotated.svg",2390,"Get started in Speed Dial",[86,89,91],{"number":87,"text":88},1,"Choose which leads to work through, such as Recommended, then select a lead.",{"number":54,"text":90},"Select View Details to open the lead's full record.",{"number":92,"text":93},3,"Call starts the selected action right away. Use the arrow to pick a different one.",{"id":95,"src":96,"alt":97,"caption":98,"width":79,"height":80},"speed-dial-calling-options-desktop","\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-calling-options-desktop.jpg","Calling Options window on the Dialing tab, with Auto-Dial and Parallel Dial switches and Status and caller ID settings.","The Dialing tab in Calling Options, with Auto-Dial and Parallel Dial switches. Here no numbers are available for automatic calls.",[100,107,113,119,126,132],{"slug":101,"title":102,"href":103,"icon":37,"description":104,"level":105,"productLocation":106},"settings-dialer","Dialer settings","\u002Fguides\u002Fsettings-dialer","Choose how Speed Dial handles parallel calls and what happens when more than one person answers. Review these settings before a calling session; changing…","intermediate","Settings → Phone → Dialer",{"slug":108,"title":109,"href":110,"icon":37,"description":111,"level":105,"productLocation":112},"settings-call-scripts","Call Scripts for representatives","\u002Fguides\u002Fsettings-call-scripts","Prepare the guidance a representative sees in Speed Dial's call coach. These scripts differ from AI Assistant → Voice Scripts, which governs scripts used by AI…","Settings → Templates → Call Scripts",{"slug":114,"title":115,"href":116,"icon":37,"description":117,"level":105,"productLocation":118},"settings-my-numbers","My Numbers","\u002Fguides\u002Fsettings-my-numbers","Review the business numbers used for calling and texting, their labels, routing, and lifecycle. Owning a number does not by itself establish SMS registration…","Settings → Phone → My Numbers",{"slug":120,"title":121,"href":122,"icon":123,"description":124,"level":105,"productLocation":125},"settings-phone-registration","Caller ID and SMS Registration","\u002Fguides\u002Fsettings-phone-registration","message-square-text","Review business identity, caller-registration submissions, messaging registration, and recorded display checks. Provider approval and what a recipient's phone…","Settings → Phone → Registration",{"slug":127,"title":128,"href":129,"icon":37,"description":130,"level":105,"productLocation":131},"settings-calling-countries","Calling Countries","\u002Fguides\u002Fsettings-calling-countries","Choose the countries the workspace may call. This is a destination permission and cost control; preferred destinations on a number only influence caller-ID…","Settings → Phone → Calling Countries",{"slug":133,"title":134,"href":135,"icon":123,"description":136,"level":105,"productLocation":137},"settings-sms-templates","SMS Templates and automatic replies","\u002Fguides\u002Fsettings-sms-templates","This page contains two different tools: reusable SMS templates and SMS replies, which controls automatic responses. Saving a template does not send a text…","Settings → Templates → SMS Templates",[],[],{"id":34,"slug":34,"title":38,"href":36,"letter":141,"icon":37,"cover":142,"goal":148,"summary":149,"level":40,"lessons":150,"next":174},"C",{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80,"annotated":143},{"src":82,"width":83,"height":80,"title":84,"callouts":144},[145,146,147],{"number":87,"text":88},{"number":54,"text":90},{"number":92,"text":93},"Call or text people","Find call and message history, and check what calling and texting need first.",[151,156,160,164,168,169,170,171,172,173],{"slug":152,"title":153,"href":154,"icon":155},"workflow-lead-contacts","Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","users",{"slug":157,"title":158,"href":159,"icon":37},"workflow-lead-calls","Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls",{"slug":161,"title":162,"href":163,"icon":155},"workflow-lead-messages","Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages",{"slug":165,"title":166,"href":167,"icon":37},"workflow-speed-dial","Review the Speed Dial queue before calling","\u002Fguides\u002Fworkflow-speed-dial",{"slug":101,"title":102,"href":103,"icon":37},{"slug":108,"title":109,"href":110,"icon":37},{"slug":114,"title":115,"href":116,"icon":37},{"slug":120,"title":121,"href":122,"icon":123},{"slug":127,"title":128,"href":129,"icon":37},{"slug":133,"title":134,"href":135,"icon":123},[175,180],{"slug":176,"title":177,"href":178,"icon":179},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","calendar-check",{"slug":181,"title":182,"href":183,"icon":184},"h-performance","H — Read performance with the right scope","\u002Flearn\u002Fh-performance","chart-column",null,1793910214287]