How to set up automated dialing campaigns in Koncert step by step

If you’re running sales outreach or a call-driven campaign, dialing every number by hand is a waste of your time. Automated dialers exist for a reason, but too many guides either oversell the magic or skip the headaches. This walkthrough is for anyone who wants to set up automated dialing in Koncert (formerly ConnectLeader) and actually get it running—no sales pitch, no jargon.

Let’s get you dialing faster, with less hassle.

Step 1: Clarify What You Actually Need Automated Dialing to Do

Before you even log in, take five minutes and ask yourself:

  • Who are you trying to reach—new prospects or current customers?
  • Do you want to just call, or mix in voicemails, emails, or SMS?
  • Are you running this solo or with a team?

Why bother? Koncert has more than one dialing mode (Flow Dialer, Agent-Assisted Dialer, and more). If you just pick the “fanciest” option, you’ll likely overcomplicate things. Figure out your real goal first.

Step 2: Prep Your Call List and Data

Automated dialing is only as good as your data. Garbage in, garbage out.

What you need:

  • A clean list of contacts with names and valid phone numbers.
  • Ideally, include company name, job title, and any notes you want on screen while calling.

Pro tips:

  • Duplicates kill productivity. De-dupe the list before you upload.
  • If you’re exporting from a CRM, double-check for weird formatting or missing numbers.
  • Don’t get clever with tons of custom fields. Keep it simple.

Step 3: Log in to Koncert and Pick the Right Dialer

Not all dialing modes are created equal. Here’s the quick version:

  • Flow Dialer: You call one line at a time, but it automates the dialing, call logging, and more. Good for personalized, high-quality calls.
  • Agent-Assisted Dialer (formerly “Team Dialer”): Koncert’s system dials multiple numbers in parallel, connects you only to live answers. Great for high-volume teams, but overkill for solos.

Reality check: Most sales reps start with Flow Dialer. Agent-Assisted is powerful, but you’ll need more setup and team buy-in.

So, after you log in:

  1. Go to the dashboard.
  2. Click on the “Dialers” tab.
  3. Pick your preferred mode.

Step 4: Import Your List

This is where most people trip up, and it’s not Koncert’s fault.

  1. Go to the “Lists” or “Leads” section.
  2. Click “Import” or “Upload.”
  3. Follow the prompts to map your columns to Koncert’s fields.

Pitfalls to watch for:

  • Phone numbers in weird formats (add country codes if needed).
  • Contacts missing required fields (like first name or phone).
  • Accidentally uploading the same list twice.

Double-check before you hit upload. Cleanup now saves you headaches later.

Step 5: Configure Dialing Settings

Here’s where the “automation” really happens—and where you can mess things up if you don’t pay attention.

You’ll need to set:

  • Caller ID: Will you use your own number, a local presence number, or a pool of rotating numbers? (Rotating numbers can help with spam filters, but too many can look shady.)
  • Dialing speed: If you pick Agent-Assisted, how many lines do you want dialed at once? Faster = more connects, but more risk of dropped calls or awkward silences.
  • Voicemail drop: Do you want to leave a pre-recorded message when you hit voicemail? Record one that sounds human, not robotic.
  • Call recording: Enable it if you need it for training or compliance, but tell people if local laws require it.

Pro tip:

Don’t set the dialer to “max speed” out of the gate. Start slow. If you get a lot of dropped calls or complaints, dial it back.

Step 6: Build Your Campaign

Now, create the actual dialing campaign.

  1. Go to “Campaigns” and click “Create New.”
  2. Give it a clear name (not “March Campaign” — be specific).
  3. Select your call list.
  4. Set your schedule (days, times, and time zones).

A note on schedules: Respect local time zones. Don’t be the person who dials New York at 6AM. Koncert lets you set rules—use them.

Other campaign options:

  • Call scripts: Upload or paste a brief script for reps to reference. Keep it short.
  • Dispositions: Pre-define call outcomes (Connected, Voicemail, No Answer, etc.). This speeds up logging and reporting.

Step 7: Test Everything with a Dry Run

Don’t just hit “Start Campaign” and hope. Run a test with a small batch or even just your own number.

  • Make sure the dialer connects properly.
  • Check that the right caller ID shows up.
  • Listen to your own voicemail drop—does it sound okay?
  • Make sure data logs correctly after each call.

If anything feels off, fix it now. Nothing kills momentum like realizing your whole list got the wrong voicemail.

Step 8: Launch and Monitor

Once you’re sure things work, let it rip.

  • Start the campaign.
  • Watch the dashboard for connect rates, call outcomes, and issues.
  • If you’re using Agent-Assisted, keep an eye out for dropped calls or delays.

Don’t walk away. It’s tempting to “set and forget,” but you’ll get better results if you monitor the first few sessions. Adjust as needed.

Step 9: Tweak and Iterate

You won’t get everything perfect the first time.

  • Adjust your call times based on connect rates.
  • Refine your list—remove bad numbers, add new leads.
  • Update your voicemail drop if it’s not getting results.
  • Try different scripts or call approaches.

Ignore anyone who says there’s a “perfect” setup. Every team, list, and market is different. The point is to improve a little each time.

Step 10: Avoid the Common Traps

A few things that sound good but usually aren’t worth the trouble:

  • Buying “fresh” lead lists from random vendors. They’re usually junk.
  • Overcomplicating your setup with a dozen automations before you’ve even run a simple campaign.
  • Ignoring local phone rules—you can get blocked, fined, or worse.
  • Trying to “game” spam filters with tons of rotating numbers. If your calls get flagged, focus on quality and reputation, not trickery.

In Short: Keep It Simple, Keep It Moving

Automated dialing with Koncert can save you hours—if you set it up thoughtfully. Don’t get seduced by every feature. Start simple, run a campaign, and see what actually helps your team connect with real people. Then, make small improvements.

Sales tech should make your life easier, not more complicated. If you’re spending more time tinkering than talking, step back and refocus on what works.