When you are working through a call list, you normally click a call outcome and then manually click to advance to the next contact. Auto-advance and Auto-dial remove that extra step. Once you log an outcome, the dialer either moves you forward automatically or moves you forward and immediately places the next call, depending on which mode you have turned on.
The three modes
Open the dialer settings panel by clicking the Auto-advance button (the fast-forward icon) in the dialer. The mode selector at the top lets you choose one of three options:
Disabled — Normal dialer behavior. Nothing happens automatically when you click a call outcome. You advance and dial manually.
Auto-advance — After you click a qualifying call outcome, the dialer automatically hangs up and moves you to the next number or contact. You still click Dial to start the next call.
Auto-dial — After you click a qualifying call outcome, the dialer hangs up, advances, and immediately starts dialing the next number or contact without any additional click from you.
How to enable Auto-advance or Auto-dial
Start a calling session and select a list.
Click the Auto-advance button (fast-forward icon) near the top of the dialer panel. The button only appears when you have an active call session with a list selected.
In the panel that opens, select either Auto-advance or Auto-dial from the Mode selector.
Choose which call outcomes should trigger the automatic action (see the next section).
Optionally configure No Answer follow-up messages.
Click Save settings.
Settings are saved per session. If you start a new session, you will need to configure them again.
Which call outcomes trigger auto-advance
Not every call outcome automatically triggers auto-advance. You choose which outcomes trigger it by selecting them in the Which call outcomes trigger auto-advance? section of the settings panel.
The Answered outcome is permanently excluded from triggering auto-advance. This is intentional: when you reach someone, you need time to take notes, enter a pledge, and have your full conversation. Auto-advance will never fire on an Answered call, regardless of what you have configured.
Common outcomes people configure to trigger auto-advance or auto-dial include No Answer, Voicemail, Wrong / Disconnected, and Refused, since these require less follow-up before moving on.
No Answer follow-up messages
When auto-advance fires on a No Answer outcome, you can also have the dialer automatically send a follow-up message to the contact before advancing. This lets you reach out with a text, email, or voicemail drop without any extra steps.
In the No Answer followup messages section, you can select:
Text template — an SMS template to send automatically (requires texting to be enabled on your account)
Email template — an email template to send automatically (requires a verified sending identity)
Voicemail template — a pre-recorded voicemail to drop when no one answers
You can configure any combination of these, or none at all. If you leave them blank, auto-advance still fires on No Answer — it just does not send anything.
When the Auto-advance button is unavailable
The Auto-advance button is grayed out and cannot be clicked in two situations:
No list is selected — Auto-advance requires a list. Start your session by selecting a list from your saved lists.
You are on a contact out of list order — If you navigate to a contact that is not the next one in the list (for example, by searching or clicking a contact directly), auto-advance is suspended for that contact. Click the Resume List button in the dialer to return to in-order dialing, and auto-advance will turn back on automatically if you had it enabled.
How the dialer advances
When auto-advance fires, the dialer moves through the list in this order:
To the contact's next phone number, if the contact has more than one number on file and you have not tried them all yet in this session.
To the next contact on your list, once you have worked through all of that contact's numbers.
If Auto-dial is on, the dialer also immediately places the call to that next number without waiting for you to click Dial.
FAQ
Will auto-advance fire if I am still on a live call?
No. The dialer will not advance while a call is connected. Hang up the call first. Clicking a disposition while still connected will not trigger auto-advance.
Why did auto-advance not fire after I clicked a disposition?
Check that the disposition you clicked is included in your trigger list in the Auto-advance settings. If it is not selected, auto-advance will not fire for that outcome. Also confirm that you are on an in-order contact and not on a contact you navigated to directly.
Can I turn off auto-advance mid-session without losing my place?
Yes. Click the Auto-advance button, switch to Disabled, and save. Your position in the list is saved and you can continue manually.
Does auto-dial work with pass-through dialing (calling from my cell phone)?
Yes. Auto-dial will initiate the next call through the same mode you are using, whether that is browser calling or pass-through dialing.
Are the auto-advance settings shared with my collaborators in the session?
Auto-advance settings are saved on the call session, so they are shared with anyone who joins the same session. Changing the settings affects everyone in the session.