Complete User Guide
Master Dialio's AI communication platform with this comprehensive step-by-step guide
Welcome to Dialio
This guide will walk you through every step of setting up and using Dialio's AI communication platform. By the end, you'll have Sophie (your AI assistant) fully configured and handling customer interactions 24/7.
Step 1: Account Creation
First, you'll need to create your Dialio account. This process is straightforward and takes less than 2 minutes.
Visit the Registration Page
Go to www.dialio.io and click the "Get Started" button in the top navigation or hero section.
Fill Out Registration Form
Complete the registration form with the following information:
- Full Name: Your business name or personal name
- Email Address: A valid email you check regularly
- Password: Must be at least 8 characters with mixed case and numbers
- Company Name: Your business name (optional)
- Phone Number: Your current business phone number
Agree to Terms and Submit
Check the boxes to agree to the Terms of Service and Privacy Policy, then click "Create Account".
Important: Make sure your email address is correct as you'll need it for verification in the next step.
Step 2: Email Verification
After creating your account, you'll receive a verification email. This step is crucial for account security.
Check Your Email
Look for an email from noreply@dialio.io with the subject "Verify Your Dialio Account".
Tip: If you don't see the email in your inbox, check your spam/junk folder.
Enter Verification Code
The email contains a 6-digit verification code. Enter this code on the verification page that appeared after registration.
Complete Verification
Click "Verify Email" and you'll be automatically redirected to your dashboard.
Success! Your account is now verified and ready to use.
Step 3: Profile Setup
Complete your profile to personalize your Dialio experience and optimize AI responses.
Business Information
Fill out your business details to help Sophie provide accurate information to callers:
- Industry: Select from travel, HVAC, legal, healthcare, etc.
- Business Hours: Set your operating hours for proper call handling
- Time Zone: Ensure accurate scheduling and analytics
- Business Description: Brief description of your services
Notification Preferences
Configure how you want to receive notifications:
- Email Notifications: Missed calls, campaign updates, daily summaries
- SMS Alerts: Urgent notifications and system status
- Dashboard Alerts: Real-time notifications in the dashboard
Step 4: Your Dialio Phone Number
Dialio provides you with a dedicated phone number that Sophie will answer 24/7.
This is your dedicated Dialio number. Share it with customers and Sophie will handle all calls automatically.
Test Your Number
Call +1 231-447-3304 from any phone to test that Sophie is working correctly.
Update Your Business Listings
Replace your old phone number with your new Dialio number in:
- Google My Business listing
- Website contact pages
- Business cards and marketing materials
- Social media profiles
- Online directories
Forward Your Existing Number (Optional)
If you want to keep your existing number, you can set up call forwarding to your Dialio number through your phone provider.
Tip: This allows customers to call your old number while Sophie handles the calls through Dialio.
Setup Complete!
Congratulations! Your Dialio account is now fully set up. Sophie is ready to handle customer calls 24/7. Continue to the next section to learn how to use your dashboard.
Continue to Dashboard OverviewDashboard Overview
Your Dialio dashboard is the control center for monitoring and managing all AI communications. This section covers every feature and how to use them effectively.
Dashboard Layout & Navigation
The dashboard uses a tab-based layout for easy navigation between different features.
Main Navigation Tabs
Overview statistics and quick actions
Monitor active calls and make outbound calls
Create and manage bulk calling campaigns
View past calls, transcripts, and recordings
Performance metrics and detailed reports
Configure AI behavior and account preferences
Top Navigation Bar
Updates all dashboard information in real-time
Shows connection status for live updates
Statistics Cards
The main dashboard displays four key metrics that update in real-time.
Active Calls
Number of calls currently in progress. This updates automatically as calls start and end.
Average Duration
Average length of all completed calls, displayed in MM:SS format (e.g., 3:45 for 3 minutes, 45 seconds).
Total Calls
Total number of calls handled by your account since setup.
Today's Calls
Number of calls received today. Resets at midnight in your time zone.
Quick Actions Panel
The Quick Actions panel provides one-click access to common tasks.
New Call
Click to switch to the Call Management tab and make an outbound call immediately.
View Analytics
Opens the Analytics tab to view detailed performance reports and charts.
Campaigns
Switches to Campaign Management for creating or managing bulk calling campaigns.
Configure AI
Goes to Settings tab where you can customize Sophie's behavior and responses.
Recent Activity Table
The Recent Activity section shows your latest call activity in an easy-to-read table format.
Understanding the Activity Table
- Inbound - Customer called your Dialio number
- Outbound - Sophie called a customer
- Completed - Call answered and finished normally
- Missed - No answer (inbound calls only)
- Failed - Technical issue prevented connection
- Busy - Line was busy
Real-Time Updates
The dashboard maintains live updates through WebSocket connection. Look for the connection status in the top right:
Real-time updates are working normally
Attempting to establish connection
No real-time updates - use Refresh button
Call Management
The Call Management tab is where you monitor active calls and initiate outbound calls. This section covers everything you need to know about managing voice communications.
Monitoring Active Calls
When customers call your Dialio number, you can monitor the conversations in real-time.
Active Call Information
For each active call, you'll see:
- Caller's phone number
- Call duration (updating every second)
- Call status (ringing, in-progress, etc.)
- Hang Up button for manual call termination
Note: Sophie handles calls automatically, but you can monitor conversations and intervene if necessary.
Making Outbound Calls
You can have Sophie make outbound calls to prospects or customers using the manual calling feature.
Enter Phone Number
Type the phone number in international format (e.g., +1234567890). Include the country code for best results.
Correct formats:
- +1234567890 (US number)
- +442071234567 (UK number)
- +33123456789 (French number)
Select Voice (Optional)
Choose which AI voice Sophie should use for this call:
Custom Message (Optional)
Override Sophie's default greeting with a custom message for this specific call. This is useful for:
- Follow-up calls to existing leads
- Appointment confirmations
- Special promotions or offers
Make the Call
Click "Make Call" to have Sophie dial the number immediately. The call will appear in your active calls list.
Live Transcripts
Monitor conversations in real-time with live transcription of both sides of the conversation.
Transcript Features
Each message is labeled as either "Customer" or "Sophie" for clarity
Every message includes the time it was spoken
Automatically scrolls to follow the conversation flow
Button to copy the full conversation text
Transcript Controls
Stop automatic updates to read the transcript easier
View transcript in full-screen mode for detailed review
Call Controls
While Sophie handles calls automatically, you have control options available when needed.
Best Practices for Call Monitoring
- Let Sophie Handle: Sophie is trained to handle most situations automatically
- Intervene When Necessary: Only end calls if there's a technical issue or inappropriate behavior
- Review Transcripts: Use call transcripts to improve Sophie's training and responses
- Monitor During Business Hours: Check active calls during peak business times