Can DialWise replace a virtual receptionist or answering service?

For most service businesses, yes. AI phone employees answer 24/7, qualify callers, book appointments, and log everything in your CRM. You hear exactly how they sound on a live test call during your demo.

Does DialWise handle outbound calling?

Yes. Upload a lead list or define a dynamic pool, set calling hours, choose an AI employee and caller ID, and campaigns dial with retries, concurrency limits, post-call status updates, and completion reporting.

How do draft and live voice agents work?

You edit in draft, run a test call, and publish when ready. Existing callers keep using the live version until you promote the new one.

AI Phone Employees | DialWise AI CRM Features

Features

AI phone employees that answer, qualify, book, text, and dial your lead list

Overview

Put a trained phone employee on every call path: inbound emergencies, after-hours shoppers, cold outbound campaigns, supplier follow-ups, and handoffs your team usually drops when the day gets loud.

Most AI CRMs remember what your team typed after a meeting. DialWise AI phone employees answer the business line, ask the right qualifying questions, book the appointment, send the follow-up text, and attach the full recording, transcript, summary, and extracted CRM fields to the customer record.

The voice stack is built for production: secure call handling, knowledge-backed answers, a tool registry for booking and messaging, verified webhooks, and a draft/publish workflow so edits do not reach live callers until you promote them.

The same roster handles inbound calls and outbound campaign dialing from your lead lists. Each employee is trained on your pricing, service area, scripts, escalation rules, appointment types, and knowledge base, with warm transfer or integration webhooks when a human or external system needs to step in.

Capabilities

What AI Phone Employees does for your business

Inbound answering and qualification

A homeowner calls about a burst pipe at 10pm. Your AI employee answers, checks urgency, captures the address, and books the earliest valid slot. No voicemail. No lost job to the competitor who picked up.

Outbound campaign dialing

Upload or filter a lead pool, set calling windows, choose snapshot or dynamic targeting, define retry rules, and let AI employees work the queue. Campaigns skip ineligible statuses and recover cleanly from stuck calling states.

Draft, finalize, and publish

Edit agents in draft mode, test the new version, then publish only when the live caller experience is ready. Your current callers stay on the live version until you promote the update.

Knowledge-trained responses

Upload pricing sheets, service pages, FAQs, and internal scripts. PAYG accounts can use a focused base; Business and Enterprise accounts can manage multiple knowledge bases by service, team, or location.

Booking, SMS, and webhook tools

Agents can check lead data, query availability, book appointments, send SMS, query knowledge bases, route to another agent, and call your connected automations or custom webhooks.

Phone numbers and caller ID

Connect business phone numbers, assign inbound and outbound routing, and choose dynamic caller IDs for campaigns or individual leads.

Recordings, transcripts, and post-call extraction

Replay every conversation, search transcripts, and let post-call extraction fill contact fields, lead status, job type, urgency, location, budget, and next steps automatically.

Credits-only call billing

Voice usage deducts credits based on actual call usage instead of a separate seat add-on. The Billing page shows credit pools, usage history, and low-balance warnings.

Why DialWise

More than a memory layer

Assistant-only CRMs capture emails and meeting notes for your sales team. DialWise picks up the phone, places outbound dials, sends texts, books appointments, updates CRM fields, and runs secure automations. Voice is not an add-on. It is the product.