AgentTech 360 is now generally available for FMOs and IMOs. Read the announcement

Set up in minutes. Call with a coach. Score every conversation.

AgentTech Dialer combines AI-powered call distribution, an in-call AI Sales Coach, compliance scoring on every recording, and a built-in CRM in one browser tab.

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Three steps from signup to your first scored call.

No hardware to buy, no implementation project, no separate CRM to wire up.

  1. Set up and configureCreate your account, set compliance rules, build call queues, and import contacts. The CRM is ready the moment you log in.
  2. Make calls with AI assistanceAgents work from the browser with the in-call AI Sales Coach, live transcription, and intelligent routing. Texts, appointments, and dispositions happen on the same screen.
  3. Track and optimizeEvery recording is scored for compliance. Supervisors review flagged calls, coach from the scorecard, and watch performance by agent, queue, and publisher.

Everything an agent needs is on one screen, and everything a supervisor needs is one click behind it.

Advanced queue architecture

Hierarchical routing from call sources to your agents or outside partners, decided in real time from the database, not a static config file.

Publisher queues
Every call source gets its own queue and its own SIP address, with rules for where it is allowed to route.
Global queues
Aggregate availability across teams and distribute round-robin, with failover when a queue goes offline.
Standard queues
Where your agents sit. One inbound sales queue can take calls from five publishers at once.
External queues
Hand calls to another dialer or partner platform through webhooks, with a complete audit trail.
Smart routing
Skills, state licensing, and priority decide who gets the call, with call caps per agent.
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Calling and texting

Voice and SMS in one interface, so agents stop juggling tools mid-conversation.

Inbound and outbound calling
Queue routing, click-to-dial from the CRM, transfers, conferencing, and voicemail.
Two-way SMS
Send and receive texts with the full conversation history on the contact record.
Automated replies
Auto-responses and bulk messaging for follow-ups and campaigns.
Five dial modes
Preview, progressive, power, predictive, and auto dialing for outbound campaigns.
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AI Voice Agents

Autonomous voice agents that answer inbound calls, place outbound calls, and hand off to a licensed agent with the full context. Run them as a receptionist, a qualifier, or a training agent. Billed by the minute.

Receptionist
Answers every call 24/7, greets by campaign, routes by intent and state, books appointments, and takes messages after hours.
Qualifier
Asks the qualifying questions, checks eligibility, and warm-transfers ready prospects to an available licensed agent with the transcript attached.
Outbound
Appointment reminders, follow-ups, lead nurturing, and callbacks placed automatically inside your calling windows.
Training agent
AI Mock Calls dial agents on a Training Queue as realistic prospects, drilling the exact skills transcription and compliance scoring flagged for that agent. $0.15 per minute.
Compliance-first
Every AI conversation is recorded, transcribed, and scored exactly like a human call.
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AI compliance scoring

Every recorded call is scored against your compliance ruleset, with a scorecard for audits and coaching.

Pre-built for insurance
Medicare Parts A and B verification, TPMO disclaimer, recording disclosure, health information disclaimers, and consent.
Your own questions
Add agency, carrier, or state-specific requirements and the AI checks for those too.
100% coverage
No sampling and no manual review queue. Every recording gets scored.
Supervisor review
Flagged calls surface for supervisors with the transcript and the score side by side.
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AI transcription

Speech-to-text on every call, searchable and stored alongside the recording.

Live transcription
Text appears as the conversation happens, not after the call ends.
Insurance vocabulary
Tuned for carrier names, plan types, and Medicare terminology.
Searchable history
Find any call by what was said, then jump straight to the recording.
Usage pricing
$0.50 per hour of audio, billed from your prepaid wallet.
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AI Sales Coach

Real-time coaching while the agent is on the call: suggestions, objection handlers, and knowledge from your own playbook.

Smart suggestions
Talking points and responses appear as the AI follows the conversation.
Objection handling
Instant scripts for the objections your team hears most.
Battle cards
Competitor and plan comparisons ready the moment a name comes up.
Your knowledge base
Load agency-specific information so the coach speaks your language.
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Built-in CRM

Contacts, calendar, and history live inside the dialer, at no extra cost.

Contact management
Detailed profiles with custom fields, tags, notes, and advanced search.
Calendar and scheduling
Appointments, callbacks, and follow-ups with automated reminders.
Interaction timeline
Calls, texts, notes, and appointments tracked automatically in one place.
No second subscription
Skip the separate $75-150 per seat CRM most dialers assume you already pay for.
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Custom automations

Triggers, logic, and actions built into the dialer and CRM, so follow-up runs itself.

Triggers
Call events, contact updates, dispositions, and time intervals.
Logic
If/else conditions, delays, and webhooks to outside systems.
Actions
Texts, emails, appointments, tags, and task routing.
Examples
Text a customer after a sale, email after a missed call, book an appointment automatically.
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Browser-based dialer

No desk phones, no downloads, no PBX. Agents log in from any modern browser and start taking calls.

WebRTC calling
Clear audio in the browser with no plugins to install.
Work from anywhere
Any device, any location, same interface. Built for remote and hybrid teams.
Optional SIP phones
Traditional desk phones still work if some agents prefer them.
No hardware spend
Skip the desk phone purchase for every seat.
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The CRM is included, not integrated.

Functionality that costs $75-150 a seat elsewhere is part of the dialer, so there is nothing to sync and nothing to pay twice for.

  • Contacts. Detailed profiles with custom fields, tags, and full search.
  • Calendar. Appointments, callbacks, and follow-ups with automated reminders.
  • Texting. Send and receive SMS in the dialer, with history on the contact.
  • History. Calls, texts, notes, and appointments tracked automatically in one timeline.

Why agencies switch

$102k-144k
saved per year versus competitors plus a separate CRM, for a 100-agent center
100%
of recorded calls scored for compliance
Minutes
to set up, with agents live from any browser

FAQs

Questions about how it works

How long does setup take?

Minutes, not months. Create the account, configure compliance rules and queues, import contacts, and agents can log in from a browser. Most teams are fully operational within one to two days, with onboarding and training included.

What do agents need to install?

Nothing. The dialer runs in any modern browser with a headset. There are no desk phones, no PBX, and no client software. Traditional SIP phones are still supported for agents who prefer them.

What happens during a call?

The agent sees the dynamic script and the contact record, the call is transcribed live, and the AI Sales Coach surfaces talking points, objection handlers, and compliance prompts as the conversation unfolds. Texting, scheduling, and dispositions happen on the same screen.

What happens after a call?

The recording is scored against your compliance ruleset and a scorecard is produced. The disposition can trigger automations: a follow-up text, an email, a booked appointment, a tag, or a webhook to another system. Supervisors see flagged calls with the transcript and score side by side.

Does it work for inbound and outbound?

Yes. Inbound calls route through publisher, global, and standard queues with skills, state licensing, and priority rules. Outbound runs in preview, progressive, power, predictive, and auto modes from the same interface.

Something else? Contact us

See it on your own calls.

A live demo takes about thirty minutes. We will set up a queue, place a call, and walk through the scorecard together.

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