Phonebanks help your Team Members streamline the calling a list of People. Phonebanks are created from the dashboard, and completed by assigned Team Members via the "Workflows" tab in the mobile app.

For product overview, see Phonebanking Software.

When a supporter calls back the Chapter Phone Number after they miss your call, they're re-added to the top of the queue to be dialed again. There are three distinct types of phonebanks, and it usually makes sense to use one over the others, depending on the circumstances. This section aims to help you understand the three types so you can make an informed decision based on your goals.

Phonebank types

One-to-one

A one-to-one phonebank should be used when you want specific Team Members to call specific targets, and you want to make sure to get an answer from everyone you call (usually a yes or no response to an event invitation). This phonebank will create a call workflow consisting of a list of targeted supporters, dynamically sorted into multiple sections (To call, Try calling again, Got Answer). This structure makes it easy to call people multiple times if they don't pick up initially.

It's usually advised for Team Members to simply call the next Person at the top of their call workflow list, until they have received an answer from everyone. Once a contact has RSVP'd to the event (as a yes, no, or maybe), they will be moved to the bottom of the lists. Contacts who return your call after initially missing it, will be moved back to the top of the list to call again. Tags on each Person in the list will inform Team Members of how many times they've been called during the workflow, and how they RSVP'd

Power dialer

The anyone "power dialer" helps Team Members quickly call through a list of supporters. Team Members will simply open up their app "workflow" tab and tap a "Start next call" button to be connected with the next supporter on the list. Once they tap the button they will be taken to the next Person on the call list's call screen and begin to hear the dial tone. Use this phonebank type when you want to call a large list of supporters, and it doesn't matter which of your Team Members connects with each of your supporters.

Predictive dialer

The anyone "predictive dialer" helps a group of Team Members efficiently call a large list of targeted supporters. To see a full explanation for how the predictive dialer works, visit it's documentation page.

This type of phone bank has many advantages. First, it allows you to call through a large list of People most efficiently, because multiple calls can be made for each Team Member at the same time. Also, because Team Members aren't spending so much time listening to a dial tone and arriving at voicemails, it's good for Team Member morale. The predictive dialer only dials more than 1 Person per waiting Team Member when you have 3+ Team Members calling at the same time - so you must have a group of Team Members active at the same time to experience the efficiency gains.

Phonebank Script

Every phonebank can have a script that appears on the caller's screen during calls. Scripts support multiple languages - the right language shows automatically based on each contact's preferred language setting.

AI Script Builder

The AI Script Builder generates professional phonebank scripts based on proven organizing methodologies. You don't need to be an experienced organizer to create an effective script.

How It Works

Select your Call Goal from the dropdown:
- Event RSVP (initial invitations or confirmations)
- Petition Signature
- Pledge/Card Signing
- Action Commitment
- Donation (one-time or recurring)
- Get-Out-The-Vote
- Candidate Support
- Issue Advocacy
- Or enter a custom goal
Provide context:
- Campaign Description - What's the campaign about? What are you fighting for?
- Action Request - The specific thing you're asking people to do
- Urgency Factor - Why does acting now matter?
Click Generate. The AI builds a conversational script structured around organizing best practices.

What You Get

The generated script isn't a rigid word-for-word read. It's a flexible guide with:

Introduction - How to open the call naturally and grab attention
Conversation prompts - Questions to draw out the person's experiences and concerns
Talking points - How to connect their concerns to collective action
The ask - How to make a clear, direct request
Response handling - Guidance for yes, no, and maybe responses

For event-related goals, the script includes specific instructions like "a maybe is essentially a soft no" and how to push gently for firm commitments.

Editing the Script

The generated script is a starting point. You can edit everything - add your own language, remove sections that don't fit, adjust the tone. The script editor supports rich text formatting.

Writing Scripts Manually

You can also write scripts from scratch or bypass the AI entirely. Use Merge Tags to personalize:

{{ user.first-name }} - Contact's first name
{{ agent.first-name }} - Caller's first name

Scripts show in the mobile app during calls. Team Members can scroll through while talking.

Field surveys

Field Surveys allow you to submit a Page Form on behalf of a user directly from the call screen or their profile within the mobile app. This feature is versatile—it can be used to complete generic forms or petitions while on a call with a supporter. Additionally, it enables the inclusion of dynamic scripts in phonebanks.

To use Field Surveys:

Create a Page Form and customize it with the necessary questions and conditionals to support your dynamic script.
Once complete, navigate to the page's Form Settings and enable the form as a "Field Survey."

Team members on the mobile app can tap the Field Surveys button during a call or while viewing a user's profile, select the appropriate form, and fill it out on behalf of the user.