Video Walkthrough:

What is the Kixie PowerDialer?

The Kixie PowerDialer is an addition to Kixie's PowerCall extension that enables automatic dialing from a PowerList of phone numbers. The auto-dialing can be configured to one number at a time (single-line) or several numbers at a time (multi-line).

This helps unlock more potential and productivity per agent when making outbound sales calls.

A PowerList is a list of numbers (with its own unique dialing settings) that a given agent can PowerDial.

Who can use the Kixie PowerDialer?

The PowerDialer product is available as an add-on to agents on Kixie's Professional plan.

• There are 3 PowerDialer product add-ons available on the Professional plan
  • PowerDialer 1: ability to dial up to 1 number at a time
  • PowerDialer 4: ability to dial up to 4 numbers at a time
  • PowerDialer 10: ability to dial up to 10 numbers at a time
  • PowerDialer AI Human Detect: ability to dial up to 10 numbers at a time, connecting only with live human answers (as determined by AI)

Adding PowerDialer to an Agent Profile

To add any of the above PowerDialer product tiers to an agent account, navigate to the Kixie dashboard and go to Manage → Agents → Edit Agent → Manage → User Products. From there, you can click the PowerDialer Product dropdown and select a tier. Once finished with your selection, click Save.

Who Can Add or Create PowerLists?

Managers can create PowerLists for entire Teams of agents

A manager-created PowerList will show up as a PowerList option for all associated agents on the Team(s) that are assigned as "Members" of that PowerList. You can create team(s) under Manage -> Teams, then you can assign the Team(s) to whatever PowerLists you'd like.

Agents can also create and configure their own personal PowerLists

The option can be turned off by a manager in the Kixie dashboard via Manage → Account Settings → Edit All → Options → Allow Agents to Create Powerlists.

When allowed, agents can navigate to My Profile → Agent Settings → My Powerlists, where they can view and manage the PowerLists that they create themselves, as well as view-only the Organizational PowerLists that they have access to.

Seting Up a PowerList in Kixie

Overview

PowerLists in Kixie allow for a structured, intelligent, and thought-free outbound calling experience for your agents, ensuring that they can focus on selling the most important leads without having to worry about overdialing them, forgetting to dial them, wondering who they should dial next, dialing them at the wrong time, etc. Follow these steps to set up a PowerList so your agents can click Start Dialing and start selling.

For Managers Creating a PowerList

(Agents creating a personal PowerList can skip Step 1.)

Step 1: Create and Assign a Team

1. Go to Kixie.com → Manage → Teams.

2. Create a Team and add agents who will use the PowerList.

3. Ensure agents have the PowerList product add-on enabled (Professional plan only).

Step 1: Create a PowerList (or Clone an Existing one)

For Managers

1. Navigate to Kixie.com → Manage → PowerLists.

2. Click "+ New Team PowerList"

   • To clone an existing PowerList, scroll to the right and click the "Actions" carrot on an existing PowerList to conveniently clone a PowerList so you don't have to re-create all your preferred settings.

     • Note: the contacts of the existing PowerList will not be cloned into the new PowerList.

For Agents

1. Go to Kixie.com → My Profile → My PowerLists.

   • Click "+ New Personal PowerList" or clone an existing one as described above.

Step 2: Configure PowerList Settings

Settings → Priority

• You can set the priority level of the PowerList to Highest, High, Medium, Low, or Lowest.

  • The result: In the event that multiple PowerLists are selected by the agent, the Higher-priority PowerLists will be dialed to completion first, followed by the next-highest dialed to completion, and so on.

  • In the event that multiple PowerLists are selected by the agent with the same priority level, the system will dials numbers in a round-robin cycle (PowerList A → then B → then C → then A) 

• More on Speed-to-Lead Prioritized PowerList best practices here

Settings → Dial at a Time

• Allows you to set how many phone numbers can be dialed at a time by any agent in the PowerList, regardless of the PowerDialer tier the agent has.

  • This field does not apply to AI Human Detect PowerList Sessions, which use an algorithmic multi-line dialing approach to optimize the likelihood of connecting with a live person.

PowerList Hours → Target Hours

• • Allows you to determine the appropriate times of day (and days of the week) that numbers can be dialed in the contact's unique timezone, which is derived on the number's area code. This ensures that your agents will only dial contacts at appropriate times. This is set to your account's "Business Hours" settings by default (Manage -> Account Settings -> Business Hours), but you can change the PowerList Target Hours to whatever you prefer.

PowerList Hours → PowerList Hours

• • Allows you to determine the appropriate times of day (and days of the week) when agents can dial from this PowerList. This is set to your account's "Business Hours" settings by default (Manage -> Account Settings -> Business Hours), but you can change the PowerList Hours to whatever you prefer.

Settings → Minimum Duration Before Call Retry

• Use this setting to ensure that after each dial attempt, a certain amount of time must go before a number can be dialed again. 

Settings → Max Attempts 

• Daily Max Attempts

  • Use this field to limit the number of times per day that a number can be dialed in a single day across your account, before it becomes deferred on this particular PowerList until 12am the following day (in your account's timezone). The default setting is 2 max attempts.

    • Example 1: A "New Leads" PowerList is set to 2 max daily attempts → your sales rep Bob got in this morning and called a number which happens to be in the "New Leads" PowerList twice, just by entering the number into his Kixie PowerCall manually and calling it → the number is now deferred on the "New Leads" PowerList until (at least) 12am in your timezone.

    • Example 2: A "New Leads" PowerList is set to 2 max daily attempts → the number was PowerDialed on "New Leads" once this morning  → the number is also on another PowerList called "Winback Campaign" and is dialed there once in the afternoon → the number is now deferred on the "New Leads" PowerList until (at least) 12am in your timezone.
    • Example 3: A "New Leads" PowerList is set to 2 max daily attempts → the number was PowerDialed on "Hot Leads" once this morning  → the number was PowerDialed on "New Leads" once this afternoon → the number is now deferred on the "Hot Leads" PowerList until (at least) 12am in your timezone.

  • Raising the max daily attempt limit after a number has been deferred by by the daily limit already will not re-queue the number for dialing. It will stay deferred until the next day.

  • Even if the number does not answer or is dropped when another number picks up in multi-line dialing, it is still considered an attempt.
  • Of course, you can still dial the number outside of the PowerList, regardless of max daily attempts settings being reached.

• Total Max Attempts

  • Once the number has been Powerdialed on this PowerList this many times, the number will be automatically removed from this PowerList. The default setting is 10 total attempts before removal (or forward to a Next PowerList, if set).

Settings →  Next PowerList

• Contacts that have reached their Total Max Attempts can optionally be forwarded to another PowerList via the Next PowerList setting. The default setting here is "None", meaning no next powerlist action will be taken unless you set one yourself.

Call Outcomes → Call Outcome Rules

Call Outcome rules are an essential component of PowerList setup, since it allows your agents to remove numbers from PowerLists, or move numbers to other PowerLists, just by logging a call outcome. 

• Remove Number from PowerList (e.g., after agent logs "Not Interested").

• Forward Number to Another PowerList (e.g., after agent logs "Client Signed Up" → Moves the number to an Implementation Team PowerList).

• Assign Owner (e.g., after agent logs "Closed Deal" → The rep who logged it becomes the CRM Owner).

You can trigger multiple call outcome rules when a single call outcome is logged (e.g. remove the number AND assign an owner based on agent logs "Closed Deal")

Advanced → Require Call Outcome (Recommended)

• Once you have setup Call Outcome rules, you probably want to require agents to log a Call Outcome before moving ton to their next set of dials, so you can ensure that the rules you created don't go to waste. This setting is ON by default.

Settings → Seconds Before Timeout

• • PowerList will move to the next set of dials if nobody answers within this amount of time (seconds). The default setting is 30 seconds.

    • For AI PowerDialer use cases, many customers prefer 15 seconds before timeout on the PowerList, just to reduce the number of voicemails that the AI has to reckon with, because it is not perfect in ever assessment it makes (yet). The theory is that most calls go to voicemail after 15 seconds, not before, and most people pick up within 15 seconds.

Advanced → Prevent Deselection

• • This setting ensures that your reps cannot deselect the PowerList, and they will be prompted to Start Dialing this list (as well as any others with Prevent Deselection ON), when they login to PowerCall. This setting is OFF by default.

CRM Ownership Rules → If Owned, Dial by Owner (Optional)

• • Use this feature to automatically route your PowerList contacts to the CRM contact owner, so nobody else can dial that contact in the PowerList. This setting is OFF by default.

    • This avoids having to create a PowerList(s) for every single agent just to avoid separating their leads!

CRM Ownership Rules → Assign to Agent on Answer (Optional)

• Unowned CRM contacts are assigned to the dialing agent when the contact answers.

  • This setting is OFF by default.

Override Owner on Answer (Optional)

• Reassigns (overrides) the CRM contact owner to the dialing agent when the contact answers.

  • This setting is also OFF by default, and can only be toggled ON/OFF if Assign to Agent on Answer is also ON, since it is dependent on it.

Step 3: Add Phone Numbers into the PowerList

Importing a List of Numbers into a PowerList

To import a list of phone numbers into a PowerList, you can navigate to the Contacts section of the PowerList where you'll see two list upload options in the dropdown.

1. Upload a spreadsheet with phone numbers and optional but recommended column headers.

2. Import a static list directly from HubSpot (by choosing the list from a dropdown)

🚨 Invalid phone numbers will be automatically removed upon upload.

Numbers can exist in multiple PowerLists at the same time without conflict.

If a number has been removed from a PowerList, it can be added back.

Adding Numbers to a PowerList via Automation

To add phone numbers to a PowerList one-at-a-time (e.g. setup a workflow for whenever a hot new lead comes into your CRM -> add it into a High Priority PowerList), you can use Kixie workflow actions in HighLevel or HubSpot, or our Add to PowerList API. 

Removing Numbers from a PowerList via Automation

To remove phone numbers to a PowerList one-at-a-time (e.g. setup a workflow for whenever a lead is disqualified in your CRM -> remove it from ALL PowerLists or a particular PowerList), you can use Kixie workflow actions in HighLevel or HubSpot, or our Remove from PowerList API. 

📌 Giving Context to your Agents: Required & Recommended Fields

When you upload lists or add contacts by automation, technically only a Phone Number is required, but you are likely going to want to give your agents much more context once they connect with a lead!

To achieve this, Kixie allows you to populate the following contextual column values:

• 7 standard PowerList contact data fields
  • Email, First Name, Last Name, Title, Company Name, PowerList Notes (Next Call Refresher).
    • Ignore CRM User ID and CRM Contact ID fields, they are not operational and have no effect on CRM integration (which works automatically)
• 6 additional Custom fields (you can name them yourself)
• CRM integration: once an agent's call connects, the associated CRM information (if applicable - and both contact and deal information) will automatically be displayed in additional fields for the agent.
  • Contact: CRM Name, Contact Owner and clickable CRM Contact URL
  • Associated Deal (if applicable): Name, Value, Deal Status, Deal Stage, clickable CRM Deal URL

✅ Phone Number (Required) – Any phone number format is accepted (dashes/spaces will be standardized automatically).

The PowerList's visual Mapping Tool allows you to match your column headers from your upload to the corresponding Kixie fields.

Next Call Refresher (also known as PowerList Notes) is a dedicated long-form field designed to store and update key details about a contact. This field is prominently displayed on the agent’s screen during PowerDialing sessions.

Why It’s Valuable:

✅ Centralized Information – Keeps important details in one easily accessible place.
✅ Consistent Messaging – Stores scripts or talking points for smoother, more structured calls.
✅ Real-Time Updates – Agents can add notes after each call to ensure new insights are available for future interactions.

By using Next Call Refresher, agents can:
✔ Enhance call efficiency
✔ Maintain personalized interactions
✔ Improve overall engagement with leads

💡 Persisting Data:

• PowerList Notes and other fields remain even if contacts are forwarded to another PowerList.

🔗 Adding Hyperlinks to PowerList Uploads

If a URL is inserted into a field, it will be clickable inside PowerDialer (useful for company websites, LinkedIn profiles, etc.).

Dates are accepted values.

Step 4: Add Teams of Agents to your PowerList

A team of agent(s) is assigned to a PowerList in order to distribute it to your agents to utilize.

If you haven't added teams already, navigate to Manage -> Teams, and create Team(s) of agents.

Then, in the Members section of the PowerList, select your Team(s), click Add, then Save your PowerList. Make sure you actually hit Add before saving your PowerList!

Step 5: Done! Agents Can Now Start PowerDialing the PowerList!

1. Agents can now select the PowerList(s) they want to dial from within the PowerDialer window of their Kixie PowerCall.

2. To understand more about the PowerDialer window and how your agents will dial and interact with the PowerList you created, click here.

Please our guide on Prioritized PowerLists: Speed to Lead with Continuous Follow-Up