The power dialer

The power dialer is a stacked call list. You pick a saved view (or one of two built-in defaults), Closr surfaces the rows with phone numbers, you click-to-call down the list. Each call ends with an auto-generated summary from the post-call AI; outcomes flip the lead's status; notes attach to the contact thread. No tab-switching, no separate "log this call" form.

It lives at /app/dialer (Phone icon in the topbar).

Stacking a list

Two built-in lists ship by default:

• •**Recently active.** Contacts you've touched in the last 7 days. Useful for next-day callbacks.
• •**Stale leads.** Active leads with no activity in 14+ days. The "haven't talked to these people in a while" pile.

Beyond that, every saved view you've built on the Contacts page surfaces as a calling list. "Cold leads from Facebook last 30 days", "Buyers in Toronto tagged 'pre-approved'", "Anyone with score > 70 who hasn't been called this month". Pick the view, the dialer resolves the filter and shows you the rows.

Rows without a phone number get filtered out. There's nothing to dial. The list is capped at 200 per session to keep the page snappy.

Burning through the list

Each row shows the contact's name, the linked lead title and status, the AI score, the days-stale count, and the call button. Click the row to dial; Twilio's browser SDK connects via the Closr business line.

While the call is in progress:

• •The CallInterface (the small panel that follows you around the app) shows the live duration, mute/hold/transfer, and a notes pad.
• •Type notes between sentences. They save to the contact thread when the call ends, no separate "log this call" step.

When the call ends:

• •Deepgram transcribes the audio.
• •Claude post-call produces a 3-5 line summary: what was discussed, sentiment, next step, any quoted prices or deadlines.
• •The PostCallModal appears with the summary pre-filled. Pick an outcome (Connected, Voicemail, No Answer, Wrong Number, Disqualify). Edit the summary if needed. Save.
• •The dialer auto-advances to the next row after ~1.2 seconds.

Outcomes flip the linked lead's status appropriately. "Disqualify" moves the lead to LOST. "Connected" + a future-dated follow-up note creates an open activity with a due date. "Voicemail" / "No Answer" leave the lead's stage alone but bump the lastContactedAt timestamp so the score recomputes overnight.

Keyboard shortcuts

The dialer is meant for fast cadence. Hands-on-keyboard:

• •**C**: call the current row
• •**N**: skip to the next row (no call)
• •**S**: same as N
• •**D**: disqualify the linked lead and advance

The shortcuts are intentionally single-letter because you'll hit them between calls without looking down.

Call recording and transcription

If you've enabled call recording in Settings → Phone (off by default. record-by-default is a jurisdiction question; some provinces require two-party consent), every call records to your storage. The recording attaches to the activity row on the contact thread, the transcription attaches as text below it, and the AI summary sits at the top.

Two-party-consent jurisdictions: Closr won't auto-play a notice; you announce the recording yourself at the start of the call. We're not deciding compliance for you. If you'd rather not record, leave it off.

Where to go next

• •`business-phone`: setting up your Closr Twilio line in the first place
• •`lead-scoring-views`: building the saved view you'll dial
• •`sms-and-calls`: one-off SMS + voice (when you're not in dialer mode)