📟 Dialer 1.0
📞 Dialer 2.0
This guide explains Local Presence in the Dialer so you can choose the right setting for your outbound calls.
📞 What is Local Presence?
Local Presence helps you display a caller ID that matches the contact’s area code when you place outbound calls. Many teams use this because people are more likely to answer calls that appear to come from their own region.
⚙️ How It Works
✅ When Local Presence is Set to Yes
To enable area-code matching, you must also set Calling From to Calling From AI Local Presence.
- Outbound calls will use a caller ID matched to the contact’s area code (when that matching is available for your account and numbers).
- Dialing is performed region by region for the batch so the dialed caller ID can line up with the contacts in that region.
- If a region does not have enough ready contacts to fill a full batch, you may receive a smaller batch.
- The system does not pad that same round with contacts from other regions just to meet the batch size.
🚫 When Local Presence is Set to No
When you set Local Presence to No:
- You are not asking the dialer to match caller ID to each contact’s area code for this dialing session.
- The dialer uses your normal Calling From choice (for example your main company number or another configured outbound line).
- Dialing order is still based on your power list in a sensible sequence.
- If the “busiest” region does not have enough ready contacts for a full round, the system can add more contacts from other regions within the same batch. This helps you stay closer to your configured dial at a time behavior instead of stopping short.
