TitanX

Explore updated guides, tutorials, and help articles for our latest web experience

TitanX Precision Dialer

Description of the full dialing process in TitanX

Dialer Experience

Essential setup guides, account configuration, security, and interface overviews.

Getting Started & Account Settings

Adding and Removing Contacts from Campaigns

How To Add Campaign Battle Cards and Scripts

Allows a representative to update a TitanX call disposition after the initial call has been logged.

How To Change a TitanX Disposition

A step-by-step guide to build and launch a campaign in TitanX.

How To Create a Campaign

How To Filter My Smart Stream

How To See My Tasks

Call dispositions (also referred to as Call Results) record the outcome of a call in TitanX

How To Set Up Call Dispositions/Results

The Campaigns view lists every campaign in your workspace. From here you can create campaigns, track their results, edit them, end them, and start dialing.

Managing Campaigns

The Calls section of Full Account Details lists every contact dialed at a company, with the recording, transcript, and summary for each call

Reviewing Call History and Recordings

Smart Stream

Everything related to launching campaigns, managing dialer calls, battle cards, and dispositions.

Dialer & Campaign Management

Contacts Tab

Accounts Tab

Custom filters let you find exactly the records you need by combining a column, a condition, and a value. This article uses the Accounts tab as an example.

Building Custom Filters

The Contacts tab gives you four ways to narrow down your contact list, plus one-click metrics that filter by TitanX Intent. You can save any combination of filters as your…

Finding Contacts with Search, Views, and Filters

Views are saved sets of filters on the Contacts tab. Instead of rebuilding the same filters every time, save them once as a View and jump straight to the contacts…

How to Create a Contacts View

Researching an Account

Viewing a Contact’s Details and Activity

Searching, filtering, viewing, and organizing contact records and target lists.

Contact & List Management

You can score or enrich contacts that are already synced from your CRM directly from the Contacts tab, and send each result bucket straight to a campaign.

How to Run a Job

TitanX runs two kinds of jobs on your contacts. Scoring tells you who is likely to answer the phone. Enrichment finds more contact data before scoring.

Scoring vs. Enrichment: What Each Job Does

Every scored contact gets a TitanX Intent tier, shown in the TitanX Intent column. The tier tells you how likely that person is to answer the phone, so you know…

Understanding TitanX Intent Tiers

If your contacts aren’t in your CRM, you can upload a file from your computer in the Jobs view and score or enrich it there.

Uploading a File for Scoring or Enrichment

Uploading files, running jobs, understanding intent tiers, and scoring/enriching data.

Data Scoring & Enrichment

The Intelligence Layer is where all the data synced from your CRM lives. Use it to find and organize contacts, score and enrich their phone data, and manage the campaigns…

Navigating the Intelligence Layer

How To Pull a SFDC Report into TitanX

Setting up SFDC connection and Field Mapping

Connecting third-party platforms like Salesforce, field mapping, and using smart data streams.

Integrations & Intelligence Layer

A step-by-step guide to troubleshooting call audio and mic problems in TitanX.

Audio / Microphone Issues

First steps for resolving unexpected behavior in TitanX.

Clear Cache & Update Google Chrome

Why a wired connection gives you the clearest, most stable calls on TitanX.

Avoid Using Wi-Fi

How To Reset My Password & Setup MFA

FAQ: Why is there no download button in the final file?

FAQ: What is the pricing for Lightning Scoring, Titan Scoring, Enrichment + Scoring and Enrichment + Titan Scoring?

FAQ: What are those prefixes after my Phone Statuses? (-h, -ivr, -dnc, -sf)

Disclaimer:
Data enrichment is designed to enhance the quality and completeness of your data. However, it does not guarantee 100% accuracy or availability of all requested information, as the results…

What to Expect When Enriching Your Data

FAQ: Why doesn't the cleaned data have all of my data?

FAQ: What is the difference between Enrichment and Scoring?

Quick solutions for hardware/browser issues and answers to common platform questions.

Troubleshooting & FAQs

Home

Get Started

Login

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.