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Set up and run your first call session

Test your microphone, import contacts, create a sequence, adjust the call settings and start the dialer: your first Skipcall call session.

Updated on October 27, 2026

Your first call session comes together in five steps: test your audio, import your contacts, create a sequence, adjust your call settings, then launch the sequence.

1. Test your microphone and speaker

  1. Open the profile menu (your name, bottom left) > Settings.
  2. Open Audio settings.
  3. On the Microphone tab, pick your microphone, set the Input volume, then click Test.
  4. On the Speaker tab, pick your output, set the Speaker volume, then click Test.

On the same tab, Ringtone speaker lets you send the ringtone to a different output, for example your computer speakers while you wear a headset.

The same settings are available in every sequence through the headset button. When you plug in a headset, a “New audio device detected” notification appears at the top right: click Use to switch to it.

2. Import your contacts

  1. Open Contacts.
  2. Click Add contacts, then CSV import.
  3. Drop your file in, then click Next.
  4. Match each column to a Skipcall field, then click Next.

Full details in Import contacts from a CSV file.

3. Create the sequence

You have two options:

  • from Contacts: check the contacts you want, then click Create a sequence
  • from Sequences: click Create a sequence and choose the source (Skipcall contacts, a CSV file or a HubSpot list)

Name the sequence and assign it to at least one member. See Create a sequence.

4. Adjust the call settings

In the sequence, the Call settings block lets you choose:

  • Your number: the caller number
  • Simultaneous calls: from 1 to 4
  • Voicemail if no answer: a prerecorded message dropped automatically
  • Text if no answer: a template text message sent automatically

See Sequence call settings.

5. Launch the sequence

Click Launch sequence.

By default, the sequence list only shows contacts with no call status and no tag, meaning contacts you haven’t called or qualified yet. To see every contact, click Clear all next to Active filters.

After each call

Qualify the contact: add a note or create a follow-up task. See Tasks and reminders.

Track your results

  • Analytics: your call dashboard, filterable by sequence (and by member for admins).
  • Recordings: replay your calls and read the AI summary and transcript. Recording has to be turned on for the workspace (Configuration > Permissions > Enable recordings).

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