Bonzo’s Auto-Dial feature helps you connect with multiple contacts quickly, without having to dial each number manually. It’s easy to use, customizable, and gives you full visibility into your call activity and follow-ups.
Getting Started
To access the Auto-Dial feature, start by heading to the Data dropdown at the top of your dashboard and selecting People. This takes you to your main contact hub—where every person you’ve uploaded into Bonzo lives.
From there, choose one or more contacts by checking the box next to their names. Once you’ve made your selections, a menu will appear at the bottom of the screen. Click Auto-Dial to open the setup window and begin building your call session.
Choose a Dialer Mode
At the top of the Auto-Dial screen, you’ll select how you want your calls to be made. There are two options:
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Power Dialer – Automatically calls the next person as soon as your current call ends. This is the most popular mode for fast, continuous dialing.
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Segmented Dialer – Waits for you to manually start the next call. Ideal if you need time between conversations or want more control.
Add Voicemail and/or SMS Responses
If someone doesn’t answer your call, you can still leave an impression with a voicemail or a follow-up text.
To attach a voicemail, use the dropdown to select a pre-recorded message or click the pink Add Voicemail button to record one on the spot. You can also upload a recording if you have one ready.
You’ll also have the option to write and attach a text message that can be sent if a contact doesn’t pick up. Once you’ve added a voicemail or SMS—or both—Bonzo will give you buttons to send them after each unanswered call.
You’ll see one or more of the following buttons depending on what you’ve added:
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Voicemail
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SMS
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Voicemail + SMS
These buttons will only appear during a call if the content has already been added.
Set Who the Call Comes From
You can choose the number that will appear on your contact’s caller ID. By default, it’s set to your Bonzo number, but you can also choose to make the call come from the Prospect Owner’s number if someone else on your team owns the contact.
Options include:
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You – Calls are made from your current Bonzo number.
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Prospect Owner – Calls are made from the Bonzo number of the contact’s assigned owner (if permissions allow).
Add a Call Script (Optional)
If you have specific talking points, questions, or reminders you want to follow during the call, you can create or attach a call script before starting the session. This script will appear during each call to help you stay consistent. You can also edit it mid-session if needed.
Starting the Auto-Dial Session
Once everything’s set up, click the green Call button at the bottom to begin dialing.
During your session, Bonzo tracks helpful metrics at the top of the screen, including:
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Duration of the session (not just the call)
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Total contacts in the list
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Number of connected calls
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Voicemails sent
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Texts sent
You’ll also be able to see your current caller ID (bottom left) and a preview of who’s next on your list (bottom right).
What You Can Do During a Call
Once the call begins, you’ll have access to live tools split into two sections:
On the Left:
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See the contact’s name, phone number, and company
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View live call details like ring time and call length
On the Right:
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Details – View and edit contact info in real time
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Notes – Review saved notes tied to the contact
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Actions – Add a tag, assign a status, update or assign a campaign, change pipeline stage, or set a follow-up task
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Call Script – View or edit your current script
If someone doesn’t answer, you can choose from your preset voicemail/SMS buttons to follow up right away.
After the Call: Disposition Options
At the end of each call, you’ll mark the result using a disposition label. This helps keep your records clean and gives you a complete picture of how the session went.
You can choose from:
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Call Answered
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No Answer
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Busy Signal
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Bad Number
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Do Not Contact (DNC)
- VM, SMS, or VM + SMS (If you have set those up ahead of the dial)
These labels will show up in the contact’s history and be reflected in your final session summary.
In-Call Tools
During any live call, you can also:
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Mute or hold the call
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Transfer it to a teammate
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Conference to create a group call (either from your team or manually entered)
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Forward the call to another user
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Delete the contact directly from the session if needed
Forwarding or Conferencing Details
To do this select the options at the bottom of the Auto-dial session. There you will have to option to select either people on your team or enter in a custom number.
Once you officially Conference or Forward your call, you are also able to set who owns the call by the crown button. This way you can ensure if the call needs to continue but you need to leave, you don't hang up the session.
Session Shortcuts You Might Not Know
There are a few lesser-known features that can make your calling experience even smoother:
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Mute notification sounds during your session
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Minimize the call window to navigate Bonzo freely while staying on the call
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Pause the session at any time
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End the session if you’re done