Telnyx

AI Dialer User Guide

Scale your outbound calling with intelligent automation. Here's everything you need to get started.

Open AI Dialer
1

Connect Your Telnyx Account

Before making calls, you'll need to link your Telnyx credentials:

Credential Where to Find
API Key Portal → API Keys (starts with KEY01...)
Connection ID Portal → Voice → Call Control → Your App ID
From Number Your Telnyx phone number (+61...)
💡 Tip: Your balance will be displayed once connected successfully.
2

Prepare Your Contact List

Create a CSV file with your contacts. Only phone is required — all other fields are optional but enhance personalization.

Column Required Purpose
phone number Required Phone number to call (also accepts: phone, mobile, number)
name Optional Used in greeting ("Hi John...")
title Optional Job title / role (also accepts: job title, role, position)
company Optional Company name (also accepts: organization, business)
email Optional Email address for follow-up
industry Optional Industry/sector — customizes the pitch
location Optional City/region — mentioned in intro
priority Optional high/medium/low — determines call order

Example CSV:

phone,name,title,company,industry,location,priority
+61400123456,John Smith,CEO,Acme Corp,technology,Sydney,high
+61400789012,Sarah Lee,Director,Fresh Foods,agriculture,Melbourne,medium
3

Upload & Preview Contacts

After uploading your CSV, you'll see a preview panel before starting:

✅ Contact Count

Shows total contacts loaded from your CSV

📋 Column Detection

Shows which fields were found (Name, Phone, Company, etc.)

👁️ Expandable List

Click "expand" to see all contacts, not just first 10

❌ Cancel Option

Remove file and upload a different one

👆 Click to Expand: The preview shows the first 10 contacts. Click "+X more — click to expand" at the bottom to see all contacts before starting.
4

Monitor Your Campaign

Once you click Start Calling, the dashboard shows real-time progress:

📊 Stats Cards

Total, Active Calls, Completed, Failed — all update live

📈 Progress Bar

Visual progress through your contact list

📡 Live Call Feed

Real-time stream of call events as they happen

📋 Contact List

See each contact's status with outcomes and duration

📡 Live Call Feed: Watch calls flow in real-time! See who's being dialed, who answered, outcomes, and failures — all animated as events happen.

Campaign Controls:

  • ⏸️ Pause — Stop dialing new contacts (active calls continue)
  • ⏹️ Stop — Cancel campaign (keeps results visible)
5

Download Results

When your campaign ends (completed or stopped), you can download the results:

After Campaign Ends

📥
Download Results Export CSV with all contacts + status, outcome, duration, reason
🔄
New Campaign Clear results and upload a new CSV file

Exported CSV includes:

  • All original contact fields (name, phone, company, etc.)
  • status — completed, failed, pending
  • outcome — BOOKING_REQUESTED, EMAIL_REQUESTED, etc.
  • duration — call length in seconds
  • reason — failure reason if applicable
💡 Tip: Results stay visible until you click "New Campaign" or refresh the page. Take your time reviewing before downloading!
6

How Calls Work

Each call follows an intelligent IVR conversation flow powered by Telnyx:

Call Flow

📞
Outbound Call Initiated Telnyx Call Control dials the contact via PSTN
↓
🗣️
Personalized AI Greeting "Hi [Name] from [Company]!" — using your CSV data
↓
🎯
DTMF Response Capture Contact presses 1 (interested) or 2 (not now)
↓
🔀
Branching Logic Different scripts based on response
↓
✅
Outcome Logged Results captured and displayed in dashboard
🔧 Customizable: The call script can be tailored to your campaign — different greetings, questions, and outcomes.
📊

Dashboard Metrics

Metric Description
Total Total contacts in campaign
Active Calls Currently in-progress (max 10 concurrent)
Completed Successfully finished calls
Failed Couldn't connect (busy, no answer, invalid)

Live Feed Event Types:

  • 📞 Dialing — Call initiated
  • 🔔 Ringing — Waiting for answer
  • ✅ Answered — Contact picked up
  • 🎉 Completed — Call finished successfully
  • 🎯 BOOKING! — Contact requested consultation (highlighted)
  • ❌ Failed — Call didn't connect

Outcome Badges:

  • BOOKING REQUESTED — Contact wants a consultation call
  • EMAIL REQUESTED — Contact prefers info by email
💡

Best Practices

  • Test first — Run 3-5 contacts before large campaigns
  • Check balance — Ensure sufficient Telnyx credit
  • Business hours — Call during appropriate times (9am-5pm local)
  • Clean data — Remove invalid numbers before upload
  • Use names — Personalized greetings improve engagement
  • Priority field — Mark hot leads as "high" priority
  • Review before starting — Use the expand feature to check all contacts
  • Download results — Always export your campaign data after completion
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