Convoso setup
Campaigns, lists and users configured before the first dial.
- Campaigns and lists
- Dispositions
- Users and access
- Calling windows by time zone
Convoso setup & management
setup · admin · automation
Convoso Dialer Management
We set up Convoso campaigns and lists, keep pacing inside compliance limits and your numbers healthy, and manage it day to day.
- Convoso setup — Campaigns, lists and users configured before the first dial.
- Pacing and compliance — Dialing tuned to stay inside the rules.
- Caller ID health — Numbers watched so answer rates hold.
- Ongoing management — Daily running of lists and campaigns.
From $100 a month Month to month, no minimum term
Works with 
Abandon limit: 3% per campaign over 30 daysClearCallerID watches number reputationDetects flags such as Scam LikelyCalling hours: 8 a.m.–9 p.m. local timeWritten scope and price before you start
What we do on Convoso
Convoso setup, management and automation
Pick one of them or all of them.
Pacing and compliance
Dialing tuned to stay inside the rules.
- Pacing set against the 3% abandon limit
- Rolling 30-day abandon rate per campaign
- DNC scrub checks
- Records kept for compliance
Caller ID health
Numbers watched so answer rates hold.
- ClearCallerID flags reviewed
- Flagged numbers rested or replaced
- Answer rate by number
- Number pool planning
Ongoing management
Daily running of lists and campaigns.
- List loads
- Campaign changes
- Disposition and reporting upkeep
- Weekly performance review
Onboarding
How we start on Convoso
Including how access is granted in Convoso.
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Tell us what you need
Setup, compliance settings, caller ID work or ongoing management.
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A user for campaigns and lists
An admin creates a user with access to the campaigns, lists and reports in scope.
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Build and test
Campaigns checked on a small test list before full dialing.
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Handover or ongoing management
With ongoing management, lists and pacing are handled day to day.
Real situations
When teams bring us in on Convoso
Answer rates suddenly dropped
Numbers that connected well last month now show as Scam Likely on customers’ phones.
What we doWe check caller ID health weekly, rest or replace flagged numbers and change the pattern that got them flagged.
Not sure how close we are to the limit
Dialing was pushed hard to keep agents busy, and nobody can say where the abandon rate really is.
What we doWe tune pacing per campaign and track the rolling 30-day rate, not just today’s number.
Old and do-not-call leads in active lists
Duplicates, dead numbers and suppressed contacts are still being dialed.
What we doWe clean lists, set recycling rules and keep suppression current.
From Convoso’s own documentation
- ClearCallerID Convoso’s ClearCallerID monitors your numbers across major carriers for flagging and blocking — labels such as “Scam Likely” — and for flags from call-blocking apps. Source ↗
The setting that decides everything
Every pacing setting trades idle agents against abandoned calls
Dial more lines per agent and people wait less between calls — but more answered calls find nobody free. Federal rules cap abandoned calls at 3% of calls answered by a person, measured per campaign over 30 days. A campaign can look fine this week and be over by the end of the month. Drag the ratio and watch both numbers move.
Convoso campaign — pacing
2.8%abandon rate
Close to the limit
Agents idle7%
Abandon rate2.8%
Same campaign — rolling 30-day abandon rate
Nothing broke on day 19. The ratio was raised on day 6 to clear a backlog and never set back. We watch the rolling number, not today’s.
Illustrative model — real pacing depends on list quality, answer rate and how many agents are logged in.
Cost
Priced for the compliance workload, not seat count alone
One monthly fee for Convoso, with no minimum term.
From
$100/month
The starting price, for a small floor. Seat count, campaign volume and regulated verticals are scoped on top.
Not included — so there are no surprises
- Your Convoso licence, seats and call charges — billed to you directly
- Building the connection into your CRM — a separate one-off project
- Buying or sourcing lead lists
- Supplying agents
Your price in writing within 2 working days.
Convoso limits
The Convoso limits that decide how it should be run
From Convoso’s own documentation, with sources.
Convoso — documented limits
| Limit | Value | Applies to |
|---|---|---|
| Abandoned calls | No more than 3% of live-answered calls | Per campaign, per 30 days (federal rule) source ↗ |
| Connecting to an agent | Within 2 seconds of the greeting | Otherwise the call counts as abandoned source ↗ |
| Calling hours | 8 a.m. to 9 p.m. | Called party’s local time source ↗ |
| Number reputation | Monitored across major carriers | ClearCallerID source ↗ |
Checked September 2026. Plans change.
Free download
Why your calls go to spam: a 10-point check
Find out why answer rates are falling, and what to fix first, in about 20 minutes.
CRMs that integrate with Convoso
Integrate Convoso with your CRM
Still typing call outcomes into your CRM? We connect Convoso to any of these 25 CRMs and sales tools once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Dialers
Aircall vs JustCall vs Kixie: choosing a dialer for a small team
How the three dial, who can do what, and how much each helps keep your numbers answerable, from each vendor's own documentation.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Convoso management — common questions
What is ClearCallerID in Convoso?
Convoso’s caller ID reputation tool. It monitors your numbers across major carriers for flagging and blocking — labels such as “Scam Likely” — and for flags from call-blocking apps, so flagged numbers can be swapped out.
What abandon rate is allowed on Convoso campaigns?
Federal rules cap abandoned calls at 3% of calls answered by a live person, measured per campaign over 30 days. A call not connected to an agent within 2 seconds of the greeting counts as abandoned.
What hours can Convoso campaigns call?
Telephone solicitations are only allowed between 8 a.m. and 9 p.m. in the called party’s local time under federal rules; some states set stricter limits.
How recent does Do Not Call data have to be?
The federal safe harbour requires using a version of the National Do Not Call Registry obtained no more than 31 days before the call is made.
How much does Convoso management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
