CallTime.AI Quick Start Guide

This article contains links to the essential articles for getting started with your CallTime.AI account.

Setting up your account

• Import Contacts from a CSV File
• Adding Users to Your Account
• Integrating Your Email with CallTime.AI
• How to Register for 10DLC and Campaign Verify
• Acquiring and Setting Up New Phone Numbers
• Accessing Your Call Time Dashboards

Making your first call

• Acquiring and Setting Up New Phone Numbers
• Using the Power Dialer to Make Phone Calls

Following up with donors

• Creating Email Templates and Sending Emails
• Creating Text Message Templates and Sending Text Messages
• How Do I Leave a Pre-Recorded Voicemail?

Updating your records

• Editing Contacts
• How Do I Log Calls?
• How Do I Log a Pledge to Donate?
• Manually Log a Contribution

Pulling reports

• Call Log Reports
• Creating and Tracking Campaign Call Time Goals
• Your Progress Dashboard
• Your Performance Dashboard

Frequently asked questions

• Phone Number and Email Enrichments
• Adding an NGP Contact ID to a Contact
• How Do I Create and Use Custom Fields?