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 on its calls.

What you’ll see

The Call Scripts page, where you select Generate Script or Start from my business profile. No call scripts exist yet.

Before you start

You need permission to manage templates. You can write and preview a human call script without a calling number. Actual calling separately requires a ready number, audio connection, authorized recipient, and the appropriate account permissions.

Review and edit

  1. Open Settings → Templates → Call Scripts. Select an existing script, or open the options menu and choose New Manual Script for a blank starting point. Generate with AI is a separate generation workflow.
  2. Set Script Name and Description. Review Default script (auto-selected on Speed Dial) before enabling it because this changes what representatives start with.
  3. Write the Opener Line and useful Response Branches. In the pitch, review Intro, Reason for Calling, Diagnostic Question, After They Respond, and Soft Ask.
  4. Add appropriate gatekeeper, objection, closing, and voicemail guidance. Include honest responses for a wrong person or invalid number. Review placeholders and any AI-personalization instructions instead of relying on unknown lead data.
  5. Open Script Preview to inspect the assembled guidance, then choose Create Script for a new script or Save Changes for an existing one. Reopen it to confirm the content and default selection.

Check the result

Success is a coherent saved script that helps a person have a conversation. A preview or saved default does not initiate a call. Do not place a call merely to prove that the script appears.

If something goes wrong

Troubleshooting

Missing sections may reflect an empty structured field rather than a lost script. An unexpected automatic selection may come from the Default setting. If generated wording is inaccurate, edit it before saving. Check the existing record after an uncertain save; AI duplication creates a separate script and is not a recovery action for an unknown save outcome.

More guides

Communication, Lead record.

Screenshots

The screenshot for this guide is shown above, under “What you’ll see”.