Your Settings page, field by field

What this screen controls

Every other tab in DialRidge is where you work. Settings is where you decide how the work behaves. On a phone, a row of links at the top — Telephony, Numbers, CRM, Preferences, Pipeline, Billing — jumps straight to each section.

The sections fall into two groups. Telephony and your CRM are plumbing: you set them once, they either work or they don't, and each has its own guide. Everything after that is behaviour — what a lead hears before they are connected to you, what the ones who don't answer get texted, whether anything is recorded and what you say before it is, and what the stages of your own pipeline are called. That second group is the part nobody reads until something surprises them on a live call. Do it before your first dialing session, not during it.

1. Telephony (Twilio)

At the top, with a Status pill that reads connected once calling works. If a check has failed, the reason is shown right under the pill and stays there after a reload. Two choices:

Managed (DialRidge numbers) — type an area code and press Get my number. We hold the Twilio account; you never open it. If the account needs a card first, the screen offers Add a payment method. Detail: Managed numbers: Twilio, handled for you.

On a managed number, texting needs a one-time carrier registration. Fill in Enable texting (A2P registration) and press Register for texting. No EIN? Leave it blank — you are registered as a sole proprietor, and a code is texted to your mobile to confirm. Check registration status shows where it has got to. Voice works in the meantime.

Bring your own Twilio — the panel expands into credential fields. This is the right answer if you already have a Twilio account, need the number in your business's name, or are keeping a number you already advertise. The full path, including the parts inside Twilio, is in Connect your own Twilio account. What the DialRidge form asks for — required fields carry a red *:

You need one credential pair, not both. Account SID plus either an API Key SID and Secret or your Auth Token. Use the API key where you can — it can be revoked on its own without disturbing anything else in your Twilio account.

Fill it in, test it, then save

1. Fill in the Account SID and your credential pair

   Do not save yet.

2. Press Test connection

   It checks what is on screen against your live Twilio account — your credentials, that your TwiML app points at DialRidge, your Messaging Service if you gave one, and that your caller ID is a number your account can call from — and reports “Connection OK” with the number of checks passed, or names the field that failed. Pressing Test writes nothing.

3. Pick from your own account

   Once Test has read your account, the TwiML App SID, Messaging Service SID and Caller ID fields get a Choose from your Twilio account… dropdown. A TwiML app that points somewhere other than DialRidge is marked ⚠ with the address it points at. You can still type a value instead.

4. Fix whatever it names

   Each problem appears under the field it belongs to.

5. Press Save telephony

The TwiML app

It has to exist inside your own Twilio account, and its Voice Request URL has to point back at DialRidge — the exact address is printed on the Settings screen:

https://api.dialridge.app/twilio/voice-direct        method: POST

Point it anywhere else and the softphone is wired to a different service, which looks exactly like “DialRidge can't make calls.” Rather than build it by hand, press Create the TwiML app for me. It explains what it will do, and only on Yes, create it does it create an app called DialRidge Softphone in your Twilio account. That is the only change DialRidge makes to your Twilio account; it never edits or deletes anything you already have, and pressing it twice reuses the same app. It fills the field for you — press Save telephony to keep it.

Your number's own incoming-call setting

Separately from the TwiML app, your phone number has a setting for calls coming in. In Twilio Console › Phone Numbers › your number › Voice Configuration, set A call comes in to:

https://api.dialridge.app/twilio/voice-inbound       method: POST

That forwards a lead who calls you back to your press-1 callback number. Do not use the TwiML app address there — on the number, it makes the call ring back into itself. Test connection tells you where your number's incoming calls currently go. On a managed number this is set for you.

Two habits worth forming

• Show the Auth Token and API Key Secret — the checkbox under the fields flips both from dots to plain text, so you can eyeball a paste before saving. Untick it before anyone looks over your shoulder.
• Saved secrets come back blank. Once saved, the Auth Token and API Key Secret boxes read “saved — leave blank to keep”, and the Account SID shows only its last characters. Leave them blank when you come back to change something else — blanking one does not erase it; typing over it replaces it. The API Key SID does come back, because it is an identifier rather than a secret.

When something is wrong

2. Managed numbers & billing

Lists the numbers DialRidge provisioned for you, whether each is registered for texting, and the monthly charge per number. Release takes two clicks: the first explains that releasing stops that number's charge, the second does it. If the number count and your billing ever disagree, the card says so and offers Resync billing.

3. CRM connections

Agile CRM connects today. Press Connect and give it three things: your Agile subdomain (just yourco, not the full address), the email you sign in to Agile with — often not your work email — and the REST API key from Agile's Admin Settings › Developers & API. The Javascript API key on that same page will not work. DialRidge checks the credentials as it saves them. Once connected, Test connection re-checks what is stored without retyping anything, and if a check fails the reason sits under the Agile row. Walkthrough: Link Agile CRM to DialRidge.

GoHighLevel, Zoho CRM and HubSpot appear as rows. They are in progress and not live yet. If you are on one of those today, use the built-in CRM — see Manage your contacts.

4. Preferences

Defaults for the Dialer, the SMS follow-up and the press-1 bridge. This block has its own Save preferences button, separate from telephony.

Press-1 intro

The line the lead hears before they are asked to press 1. Left empty, calls use:

Hi, this is a quick call. Press 1 to connect with an agent now.

Replace it. That sentence identifies nobody, and it is the first thing a stranger hears from you. Say who you are and why you are calling, in one breath, and then ask. You write this line. DialRidge does not write it, check it, or know what your state or your broker requires of you.

Hear it before a lead does

Two buttons sit under the intro, and both use exactly what is typed in the box right now, saved or not, in the voice you have selected:

• ▶ Listen reads it aloud in your browser. It is instant, and it catches a name read wrong or a sentence that runs long — but it uses your browser's voice, not the call voice, and the screen says so.
• 📞 Call my phone (exact voice) places a short real call to your press-1 callback number and plays it exactly as a lead hears it. It is a real call, so it needs a callback number saved and an active subscription, and it will ask you to wait if you press it repeatedly.

SMS follow-up template

What gets texted to a lead who doesn't answer. {name} is replaced with their first name. Rewrite it so it says who you are — a text from an unknown number that doesn't identify the sender reads as spam to the recipient and to the carrier.

Auto-text leads who don't answer

The dialer default for turning the template above into something that happens automatically. You can still switch it on or off per session on the Dialer. Before you turn it on: whether you are permitted to text a person who did not answer is a question about your consent record, not about this switch.

5. The press-1 intro in your own voice

Under Preferences there is a recorder. Name a take, press ● Record, read your intro, press ■ Stop, play it back, then Save to library. Tick Use my recorded voice for the press-1 intro.

You can keep several named recordings. The one marked playing is the one press-1 calls use; pick another to switch, or Delete any of them. A saved list can also choose its own recording — see saved lists. If the tick is off, or no recording is saved, calls fall back to the typed intro read by the voice you picked above. Recording needs a browser that supports it; the screen tells you if yours doesn't.

6. Call recording

Off by default, both switches. Two of them, because they are different calls:

• Record press-1 bridge calls — the ones where the lead pressed 1 and your phone rang.
• Record Direct Dial (softphone) calls — the ones you place from the browser.

Recording disclosure — the line spoken to the other party before a recorded call connects. It has the same ▶ Listen and 📞 Call my phone buttons as the intro. You write this line, because you are the one who knows what your jurisdiction requires. Many states require all-party consent; Florida is one of them. DialRidge plays what you wrote — it does not author the disclosure, does not check it against any law, and does not decide which states you are calling into.

Keep recordings for — a dropdown. The default keeps recordings for as long as your account is open; it also offers several fixed windows. Recordings older than the window you choose are deleted automatically, permanently, with no grace period and no undo.

7. Your pipeline

The stages a contact moves through, in your words and your order.

• Drag to reorder. The order here is the order the one-click Advance button follows on a contact record.
• Ends pipeline. Tick it on stages that are a stopping point — the contact is done moving, in one direction or the other.
• Retire. Takes a stage out of the pickers without touching the contacts sitting on it. They keep the stage; you just stop being offered it. Retiring is not deleting, and there is no delete.
• Add. Type a stage name, pick a colour, press Add. New stages go at the end; drag them where they belong.

Stages marked linked are the ones call outcomes move contacts to. Renaming a linked stage is safe — the link follows the stage, not its label.

8. Billing & plan

Your plan, its status, and the buttons to choose or change it. Checkout and card management are handled by Stripe; where it is shown, Manage billing / payment method opens Stripe's portal. Current prices are on the pricing page.

Before your first dialing session

1. Telephony

   A managed number, or your own Twilio: fill it in, Test connection, then save.

2. Press-1 callback number

   The phone that should actually ring, in +1 format.

3. Press-1 intro

   Replace the placeholder with who you are — then press 📞 Call my phone and hear it.

4. Record it in your own voice

   And tick the box.

5. SMS template

   Rewrite it so it names you, and decide whether auto-text is on.

6. Recording

   Leave it off, or turn it on and write your disclosure first.

7. Pipeline

   Rename anything that isn't what you'd call it.

Everything else can wait until something makes you want to change it.