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HomeChat Dialer Option

Structurely now offers a way to dial your leads directly from HomeChat!

Emma Holmes avatar
Written by Emma Holmes
Updated over a week ago

☎️ Please note, this feature is currently accessible only as a paid upgrade - contact us at if you would like to begin utilizing the HomeChat Dialer in your Structurely account ☎️

Once enabled, you will see a new icon on the left-hand panel within your HomeChat dashboard - this will open up the Dialer's modal window once selected πŸ‘‡

Your call settings are automatically set to "Active" when you access the Dialer, this can be changed using the status dropdown menu:

When the Dialer window is closed out, your call settings will also be set to "Inactive" - causing any live transfer calls to be routed through your AI Assistant's number (as described here). πŸ‘ˆ

πŸ”„ Incoming live transfer calls will otherwise be routed directly to any agents that are marked active within the assigned organization/team (providing they are not currently engaged in an ongoing call). πŸ”„

Lead List Communications + Dialpad πŸ“²

There are currently two supported methods of reaching out to your leads using the HomeChat Dialer, lead lists and the direct dialpad.

1. Lead Lists πŸ“œ

Structurely's default "Needs Followup" list is generated based upon the text interactions within your AI Assistant's conversations πŸ‘‡

You also have the option of uploading a custom lead list using a CSV, XLSX, or XLS file - once uploaded, this will be visible within the "Custom Lists" tab of your Dialer. πŸ‘‡

When you "Select" a certain list, the Dialer will begin reaching out to the individuals within that group to connect you with a live lead.

Be sure to "Cancel" the Dialer if you wish to STOP calling once you have selected a lead list.

2. Dialpad

The dialpad is fairly straightforward, allowing you to manually input individual contact numbers πŸ‘‡

Settings + Call Notes + More

  • Each organization / team / agency can create assignment settings for Dialer calls such as forwarding rules, pre-recorded messages, etc.

  • Call details will automatically be notated by your AI assistant based upon the communications had within your HomeChat Dialer, once the transcription recorded is processed πŸ‘‡

    πŸ” These insights can be viewed within the existing "Messages" section for the applicable lead, where you have the option to manually add a call disposition and/or call notes as well.

  • HomeChat also allows you to create custom follow-up Tasks based upon your calls πŸ‘‡

Questions or other issues? Shoot us a message via the little floating live chat bubble in the bottom right of this page πŸ˜ƒ

Or you can send an email to and we will get back to you!

πŸš€ The Structurely Team

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