Getting started
Last updated
This guide takes you from a new account to your first call. Four steps, about ten minutes. You need a headset, a browser, and an Attio workspace.
1. Sign in
Open Redialler and choose Start calling. Sign in is handled by Clerk. You can use an email address and password, or a Google account.
When your browser asks for microphone permission, choose Allow. Redialler will not place a call until it can hear your microphone and play sound to your headset.
2. Connect Attio
An organisation admin opens CRM, then Connection, and connects Attio. Approve access in Attio. Redialler then reads the people and lists you call and writes outcomes, notes, tasks, and recordings back.
The Connect Attio guide explains the connection and what Redialler can see.
3. Buy a number
Go to Numbers and choose Buy number. Search by area code for the region you call most. Pick a number and buy it. A number bought in Redialler is ready to call from straight away.
One number is enough to start. Add more as you call more areas or more volume.
4. Make your first call
Go to Dialer. Press / to focus the dialer, type or paste a US number, and press Enter. Redialler looks the number up in Attio, picks a caller ID, and rings from your browser.
When the call ends, choose an outcome, add a note, and press S to save. The outcome and note are written to the person's record in Attio. If the person does not exist in Attio, Redialler creates them.
Next: load a list and try Power mode.
Still stuck? Email hello@redialler.com.