Question 1

General

What is DialWise AI?

Answer

DialWise AI is a full front-office CRM, AI phone employees, website chat, lead management, scheduling, SMS, email, workflow automations, and CRM Copilot in one platform. Every call, chat, and follow-up lands on a single customer record so your team stops juggling spreadsheets, voicemail, and three different apps.

Question 2

General

Who is DialWise built for?

Answer

Service businesses and growing teams that live on the phone, home services, healthcare, real estate, legal, logistics, and local operators who can't afford to miss after-hours calls. If you have leads to capture, appointments to book, and follow-ups that slip through the cracks, DialWise is built for your workflow.

Question 3

General

How long does it take to go live?

Answer

Most businesses are live within a few days. Day one: business profile and knowledge base. Day two: first AI phone employee and a test call from your own phone. Day three: forward your line and embed chat on your site. You hear exactly how it sounds before customers do.

Question 4

General

Do I need a developer or IT team?

Answer

No. DialWise is designed for owners and ops leads, not engineers. You configure voices, scripts, and automations from the dashboard. Integrations like Cal.com, Make, and Zapier are point-and-click when you need them.

Question 5

General

Can I try DialWise before committing?

Answer

Book a demo and we'll map a setup for your business. You'll run a live test call during the walkthrough so you hear your AI employee on a real scenario. Ask about trial options for your team size and call volume.

Question 6

Account

Does DialWise replace my existing CRM?

Answer

DialWise includes leads, pipelines, custom fields, call history, chat logs, and automations built in. Many teams cancel a second CRM within the first month because they're tired of syncing two systems. You can also connect Make, Zapier, webhooks, or the public API if you need data in another tool.

Question 7

Account

What is CRM Copilot?

Answer

Copilot lets you ask your CRM questions in plain English, "who is this number?" or "what did we last discuss with Acme Plumbing?" It searches calls, chats, notes, and records and returns an answer in seconds instead of clicking through filters.

Question 8

Account

How are leads captured from calls and chat?

Answer

Every inbound call and website chat creates or updates a contact automatically. Name, number, intent, and conversation summary attach to one timeline. No copy-paste from voicemail or contact forms into a spreadsheet.

Question 9

Account

Can I customize pipelines and fields?

Answer

Yes. Build pipelines that match how you actually sell, new lead, quoted, booked, won, lost. Add custom fields for job type, service area, budget, or anything your team tracks today in notes and side spreadsheets.

Question 10

Account

Can I add team members to my account?

Answer

Yes. Invite teammates from account settings and control who sees leads, calls, and automations. Everyone works from the same customer records instead of separate spreadsheets and group texts.

Question 11

Billing

How much does DialWise cost?

Answer

Open a free pay-as-you-go account with 100 starter credits. Buy more packs at $0.50 per credit, or subscribe to a business plan from $197 per month (Business 500) up to $3,997 per month (Business 25K). Need more than 25K credits? Enterprise is custom quoted. Every account gets the same product features.

Question 12

Billing

What's included in each account type?

Answer

All accounts include AI phone employees, website chat, CRM, automations, and Copilot. Tiers differ by how many AI employees, knowledge bases, and monthly credits you can run. No hidden fees for core features.

Question 13

Billing

How are credits charged?

Answer

Answered calls and voicemails cost 2 credits per minute. Unanswered rings cost nothing if no voicemail was left. SMS, email, and Copilot search cost 1 credit each. Lead enrichment costs 12 credits per lead when you want missing data filled in.

Question 14

Billing

Do I need a subscription?

Answer

No. Pay-as-you-go lets you buy credit packs without a monthly plan. Purchased credits expire after one year. Business plans are optional when you want a lower per-credit rate and higher capacity limits.

Question 15

Dashboard

How do AI phone employees answer calls?

Answer

When someone dials your business line, DialWise picks up in under three seconds. The AI employee follows your script, pulls answers from your knowledge base, qualifies the caller, and can book an appointment, all while logging the conversation to CRM. You review recordings and transcripts anytime.

Question 16

Dashboard

Can I keep my existing business phone number?

Answer

Yes. Forward your current number to DialWise or provision a new line in the dashboard. Customers call the number they already know; DialWise handles the conversation on the back end.

Question 17

Dashboard

Does DialWise include website chat?

Answer

Yes. Embed a chat widget on your site that answers from your knowledge base, captures name and number, and drops the conversation into CRM. Midnight pricing questions get answered; you wake up to a warm lead with context.

Question 18

Dashboard

How do workflow automations work?

Answer

Build visual workflows with 70+ trigger types, missed call, form submit, tag added, appointment booked, and more. Chain SMS, email, internal tasks, and webhooks. Example: call ends with "call me Thursday" → task created, confirmation text sent, lead status updated.

Question 19

Dashboard

How do I train the AI on my business?

Answer

Upload pricing sheets, service menus, FAQ pages, and website URLs to build a knowledge base. Phone and chat agents pull from that content when answering. Update docs once; every channel stays in sync.

Question 20

Dashboard

Are calls recorded and transcribed?

Answer

Yes. Full recordings and transcripts are stored on the customer timeline. Post-call extraction can fill CRM fields so you're not re-typing what the caller already said.

Question 21

Dashboard

What happens when a caller needs a human?

Answer

You configure handoff rules, warm transfer, callback request, or urgent escalation. The AI captures context first so your team picks up with full history instead of asking the customer to repeat themselves.

Question 22

Integrations

Does DialWise connect to Cal.com?

Answer

Yes. Phone and chat agents check real availability through Cal.com and book slots directly on your calendar. Sunday at 2pm works the same as Tuesday at 10am, the appointment lands before the caller hangs up.

Question 23

Integrations

Can I use Make or Zapier?

Answer

Yes. Push leads, call events, and status changes into thousands of apps. Many teams keep Make or Zapier for niche tools while running calls, CRM, and chat from DialWise.

Question 24

Integrations

Is there a public API?

Answer

Yes. DialWise exposes a public API and webhooks for custom integrations, sync contacts, trigger workflows, or pull call data into internal systems.

Question 25

Integrations

Can I sync with tools I already use?

Answer

Beyond Make and Zapier, webhooks let you connect billing, dispatch, or industry-specific software. One customer record in DialWise can still feed downstream systems your team relies on.

Question 26

Support

My AI employee gave a wrong answer on a call. How do I fix it?

Answer

Update your knowledge base with the correct pricing, policy, or script, phone and chat agents pull from that content on the next conversation. Run a test call after changes to confirm the answer before customers hear it.

Question 27

Support

Calls aren't forwarding to DialWise. What should I check?

Answer

Confirm call forwarding is enabled with your phone carrier and points to the DialWise number shown in your dashboard. Test from another phone. If forwarding is correct and calls still miss, contact support with the number and time of a failed test call.

Question 28

Support

Website chat isn't appearing on my site.

Answer

Verify the embed snippet is on every page you want chat live, and that no ad blocker or CSP rule is blocking the script. Publish changes if you use a site builder. The dashboard shows an install status once the widget checks in.

Question 29

Support

An automation didn't fire when I expected it to.

Answer

Open the workflow and confirm the trigger matches the event, correct pipeline stage, tag, or call outcome. Check that the contact met all conditions and wasn't excluded by a quiet-hours or rate limit rule. Test with a single contact before rolling out changes.

DialWise AI: questions owners ask before going live

Ready to stop lying awake doing the math?