Flagship Feature

Speed Up Calls and Stay Personal with the Preview Dialer

Q: Does it integrate with CRM tools?

Yes! It integrates seamlessly with top CRM systems , giving agents instant access to real-time data and contact details.

Q: Will it improve call quality?

It definitely improves call quality . With better preparation and context, agents deliver more meaningful, engaging, and successful conversations.

Q: Who benefits most from a Preview Dialer?

Sales teams, call centers , and support agents who want to improve customer engagement and boost team productivity.

Make every call feel tailor-made with the Preview Dialer. Automate your outbound campaigns and speed up call handling while maintaining personalization and delivering valuable pre-call intelligence.

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Sync Speed with Personalization

50% Faster Call Handling

With faster connections and smart call queuing, agents spend less time on manual tasks and more time in meaningful conversations.

50–100% More Outbound Calls

With streamlined workflows and fewer delays, agents can handle up to twice as many outbound calls in the same amount of time.

50% Higher Customer Satisfaction

By giving agents access to CRM notes and customer history, they can deliver personalized, informed conversations that boost satisfaction.

We’ve helped thousands of global companies

Case studies featuring customers who are building faster.

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Revolutionizing Revolut’s Efficiency and Saving 40+ Hours

“Thanks to CloudTalk’s reliability, we could improve sales teams’ performance and close more deals than we could have ever imagined.”

Jamie Devlin
Head of Operations

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Increasing productivity for 200 customer support agents

“With CloudTalk’s Analytics I now get to see every step of the way. We can find discrepancies and gain a much better understanding of our teams.”

Nelly Donnelly
Service Delivery Manager

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Delivering success for Glovo’s customer support team

“CloudTalk improved our team’s cost and efficiency. The script feature allows us to lead the calls in a much more systematic way.”

Yohann Bensadoun
Global Supply Growth

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Scaling outbound calls for MyHeritage 158 sales agents

“We have seen a significant increase in our outbound call volume. We can now reach out to more prospects and customers than ever before.”

Elay Sasson Call
Center Manager

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Benefits of Preview Dialer

Start Every Call With the Right Cue

Boost Agent Performance

By automating dialing and providing instant access to customer details, agents cut down idle time and focus on what matters—delivering personalized, high-impact calls that boost conversions.

Reduce Dropped Calls

With key customer details at hand, agents join calls fully prepared and confident. The result: smoother, more engaging conversations, fewer awkward pauses, and a noticeable drop in hang-ups.

Enhance Customer Engagement

With 71% of customers expecting a tailored experience, personalized calls that reflect their history and needs show you value their time. This builds trust, sparks real interest, and drives higher success rates.

Ensure Compliance & Quality

By surfacing regulatory instructions and consent records before each call, agents easily stay compliant. This reduces legal risks, avoids restricted numbers, and ensures consistent, high-quality service.

Intelligent Dialing

Explore a Better Way to Scale Outreach

Optimize your outbound campaigns with automation and reach more prospects with less effort.

What is a Preview Dialer?

A Preview Dialer is an automated outbound dialer that shows the agent customer details before making a call.

With data like past interactions, notes, and history at their fingertips, agents can tailor each conversation to the person on the other end, increasing the chances of closing a deal. It also lets agents decide whether to proceed with or skip a call.

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How Does a Preview Dialer Work?

Behind the scenes, the Preview Dialer integrates with your CRM, pulling in data from past interactions, call notes, and customer history.

When the agent is ready, they simply click to dial, ensuring every call is intentional, relevant, and designed to make an impact. This thoughtful approach helps agents connect more effectively with each prospect or customer.

What sets the Preview Dialer apart from tools like Power Dialers or Parallel Dialers is its focus on personalization and agent readiness, rather than just maximizing call volume.

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How to Set Up The Preview Dialer?

In your CloudTalk account, import contacts via CRM integrations, CSV, or Google Contacts, ensuring tags are properly assigned.
In the Dialer section, you can create call scripts and surveys to guide agents.
Navigate to “Add Campaign“, set contact tags, attempt limits, and turn on the option for auto-dialing.
Go to the CloudTalk Dialer section and start dialing.

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Features

Other features you might like

Call Notes

Create and access notes taken during or after calls, and pick up where you left off in future conversations.

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Flagship Feature

Smart Dialer

Create custom single-click call queues with numbers from any website or CRM, and lower call times by up to 50%.

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Flagship Feature

Click-to-Call

Automatically convert phone numbers from the web into a clickable format and call them instantly.

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Campaigns

Create custom campaigns to help agents structure their calls with notes, call scripts, and questionnaires.

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FAQ

Everything you need to know about the product and billing.

What is a Preview Dialer used for?

It automates the dialing process and shows the agent customer details before calling, making every conversation more personal, relevant, and productive.

How is it different from a predictive dialer?

A predictive dialer automatically calls multiple numbers at once and connects agents only when someone answers. In contrast, a Preview Dialer gives agents full control to review customer details and initiate calls.