Customize how your Invelo dialer works, from call routing and compliance settings to scripts and voicemails.
The Dialer Settings page in Invelo allows you to customize how your dialer operates, from call routing and automation to compliance exclusions and message defaults. These settings apply only to your personal dialer and do not affect your teammates’ configurations.
Call Forwarding Number
Required
This is the number where return calls are routed when someone calls back your Invelo Dialer number.
When a prospect dials the number displayed during your outbound call, the call will automatically forward to this number.
Use a number that connects directly to you or your team’s main line to ensure you never miss a return call.
Dialer Behavior
These settings control how your dialer places and manages outbound calls.
One-off Prospect Calling
When enabled, individual one-off calls (for example, those made directly from a property record) will automatically route through the Invelo Dialer instead of a separate phone system.
This ensures:
-
Every call is tracked and recorded inside Invelo.
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Analytics like call duration and outcome are captured consistently.
- You can listen to recordings and review results in one central location.
If this setting is off, you can still make manual calls using your external phone, but they will not be tracked or recorded within Invelo.
Automatically Start Dialing Calls
When enabled, the dialer automatically starts calling as soon as a session begins or right after you log a call result.
This removes the need to click “Call” after each contact, streamlining outreach for power users or large calling sessions. If you prefer to review each record before calling, turn this off and manually start each call.
This option is best for power users or large calling sessions.
Contacts to Include
Choose which contacts are added to your dialer queue for each property.
Primary Contacts Only
Select this option to call only the main contact associated with a property.
- This is ideal when you want to focus your efforts on the primary decision-maker (for example, a single homeowner or the main point of contact).
All Potential Owners
This includes every contact listed as an owner for the property.
- If a property has multiple owners, each will be added to your queue and dialed separately.
- This option maximizes your chance of connecting with someone who can make a decision or provide access to the property.
Invelo automatically rotates through a trusted pool of local presence numbers, so prospects see a familiar area code when you call. This helps reduce spam flags and improve answer rates.
Exclusion Settings
Use these filters to automatically remove certain types of phone numbers or high-risk contacts before the dialer connects.
Exclude DNC
Automatically removes numbers listed on the Do Not Call registry (DNC) to help you stay compliant.
- This helps you stay compliant with telemarketing regulations and avoid potential violations.
- Numbers marked as DNC will not be added to your call queue.
Exclude Litigators
Blocks known TCPA litigators to minimize legal risks.
- Prevents calls to contacts who are known to have filed TCPA complaints or lawsuits related to telemarketing.
- This setting is highly recommended to reduce legal risk and protect your business.
Exclude Mobile Phones
Limits calling to landlines only.
- An optional filter that limits dialing to landlines and other non-mobile numbers.
- This may be used if your campaign or compliance rules restrict mobile outreach.
Exclude Landlines
Focuses on mobile numbers for higher connection rates.
- This is also an optional filter that focuses only on mobile numbers.
- Useful when you want to reach contacts more quickly via personal or mobile devices for higher answer rates.
These settings help you maintain compliance and improve call quality by ensuring your Dialer only connects with safe, valid, and eligible numbers — protecting your business while optimizing outreach.
Automatic DNC & Litigator Check
When enabled, Invelo automatically screens every number in your session against the latest DNC and litigator databases.
- If a number hasn’t been verified in the last 14 days, it will be checked again before dialing to ensure ongoing compliance.
This continuous verification ensures your sessions remain compliant even as contact data changes over time.
Scripts & Voicemail
Maintain consistent messaging and save time by setting your default call script and voicemail.
Default Call Script
Displays inside the dialer at the start of a call.
- It serves as your talking guide to help stay on-message during outreach.
- You can switch scripts during an active session if needed.
Example: Cold Calling Seller Script
Scripts help you stay consistent and confident during calls by providing a clear talking guide for each conversation.
Default Voicemail
When a call result is logged as “Voicemail,” the dialer will automatically use your voicemail.
- When selected, the dialer will drop your pre-recorded voicemail message without requiring you to manually record or repeat it.
- You can change your voicemail template anytime, even during an active session.
Example: Default – Justin
Your default voicemail lets you quickly drop a pre-recorded message, saving time and ensuring every call ends with a consistent, professional follow-up.
Saving Your Settings
Once you’ve customized your preferences, click Save to apply changes.
All updates take effect immediately and only apply to your individual dialer profile.
Need help? Please reach out to our support team via the in-app chat or email support@inveloapp.com.