How to set up auto dialer on Android and run a first session

Setting up an auto dialer on Android means giving one app three things: permission to be the phone’s dialer, a list of numbers worth calling, and rules for pace and retries. With those in place, a session calls each number on the phone’s own SIM, waits while the caller saves the outcome, and moves on by itself. Weo Dialer does this as the default phone app rather than as a side tool, so the lead’s name, status and last remark sit on the call screen while each number rings, and the same calls, contacts and history keep working for personal use. The first launch runs a guided setup that requests three permissions one after another: the phone role, notifications and alarms. Lists can come from an Excel, CSV or JSON file, a connected Google Sheet, a lead filter, the call log, a caller’s assigned queue or the day’s due follow-ups. This guide walks through each stage on a fresh phone, in the order that avoids the usual first-day problems. Weo Dialer is a calling CRM app built by Weomate.

Auto dialer setup steps

Permissions to set up auto dialer calling

Android only lets one app at a time handle calls, and an auto dialer has to be that app to place calls from a list. Weo Dialer asks for this role on its first screen; accepting it does not erase contacts or call history. The next two prompts matter just as much. Notifications carry missed-call alerts with call-back and WhatsApp buttons, and the alarm permission lets a promised callback ring at its exact minute, even on a locked phone. Skip the alarm prompt and follow-ups will arrive late or silently. If the role was refused by mistake, the general route through the phone’s settings is explained in how to change default dialer android.

Loading a list to set up auto dialer sessions

The list decides how good the session is. Four sources cover most teams:

1. A file. Excel, CSV or JSON all work, and a sheet someone forwarded on WhatsApp or by email can be sent to the import screen without saving it first. Every file lands as a separate list, which you can filter, call through, or remove later while leads from other files stay put. The full clean-up routine is in move leads from Excel to CRM.
2. A connected sheet or API. A Google Sheet or REST API source is polled on a schedule in the background, with its columns mapped to built-in and custom fields.
3. A lead filter. Combine owner, status, tag, source, product, list, due date and custom fields as needed.
4. Today’s follow-ups. Every callback due today runs as one session.

Imports also remove repeated numbers and sort out country codes, so a number written with and without +91 is still one lead.

Auto dialer settings to choose first

Five settings shape every session. The gap between calls is the pause after the outcome is saved; start generous, around 10 to 15 seconds, and shorten it once callers are comfortable. Admins can lock it so the whole team works at one pace. The ring limit ends a call nobody answers. Auto redial retries an unanswered number 1 to 3 times, either at once, after a chosen wait, or once the list is finished. The minimum call length decides how many seconds of conversation count before a lead is treated as done. SIM choice fixes the business SIM on dual-SIM phones. What each control does in depth is listed on the auto dialer app page.

Auto dialer setup example

An illustration with round numbers, not a customer result.

A tiles and sanitaryware dealer in Kolhapur has two sales staff who return about 60 enquiries a day from its website form and walk-in register. The owner sets up one phone at a time on a Saturday morning. All three setup prompts are accepted. The website enquiries already land in a Google Sheet, so that sheet is connected as a source with name, product and area mapped to fields; the walk-in register, typed into Excel, is shared from WhatsApp into the import screen as a separate list.

The settings chosen: a 15-second gap, locked by the owner; a 30-second ring limit; two retries after the list; 20 seconds as the minimum call length. A test run of five numbers, including both salespeople’s own phones, shows the after-call sheet opening each time. On Monday each salesperson starts a session at 11 am, and the follow-ups they set ring that evening.

Auto dialer setup mistakes

• Starting with the full list. A five-number test catches a wrong SIM or a missing alarm permission before it costs a morning.
• A gap so short the remark gets skipped. The outcome is the point of the call; give it time.
• Calling everyone on an old spreadsheet. People who never asked to be called are where complaints come from; see SIM blocked for calling too much.
• Unlimited retries in your head. Three tries, then the number moves to the lost leads list for another day.

Auto dialer setup limits

This setup is the wrong fit when the team needs several lines dialled at once per agent, since sessions place one call at a time. It does not play recorded messages. iPhone behaviour differs, so check before buying phones for a team. And no setting changes the calling rules: TRAI expects any sender using an auto dialer to inform its operator beforehand, in writing, as covered in auto dialing rules in India.

Auto dialer setup on Android FAQ