Call Scripts

Call scripts give your team an on-screen talk track they can follow during a live call, right inside the dialer — no switching tabs to find the right wording for an objection or a compliance disclosure.

Creating a script

  1. Go to Settings > Phone System > Voice.
  2. Select Call Scripts and click Add Script.
  3. Write out your script content — greetings, qualifying questions, objection responses, or required disclosures.
  4. Click Save.

You can create multiple scripts for different call types (e.g., a cold outreach script, a follow-up script, a support script).

Using a script on a call

  1. Start or answer a call in the dialer (web or mobile app).
  2. Click the Scripts button in the dialer interface.
  3. Pick the script you need from the dropdown.
  4. Follow along as you talk — the script stays visible for the duration of the call.

Why use them

Scripts help new team members get up to speed faster, keep messaging consistent across the team, and make sure required disclosures or compliance language actually get said on every call.

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