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Preview Dialer

Dialer Dashboard: Features and Functions

In this section, we will cover the Dialer Dashboard, which provides real-time insights into ongoing campaigns.

  1. Navigate to Customer Portal Contact Center.
  2. Accessing the Dialer:
    1. The dashboard provides a real-time overview of campaign activities, agent statuses, data remaining and call progress.
  3. Dashboard Features:
    1. Agents Logged In: Tracks number of active agents.
    2. Agents Paused: Number of agents currently not available take calls but are logged in the system.
    3. Agents Waiting: Number of agents available and ready to take the call.
    4. Agents in Call: Number of agents actively involved in a live conversation.
    5. Active Calls: Total number of live and ongoing calls.
    6. Calls Waiting: Displays the number of queued calls.
    7. Calls Ringing: Total number of calls initiated but not answered yet.
    8. Data Remaining: Shows the number of contacts left to be dialed.

Please Note

  1. Agents Waiting, Agents in Call, Calls Ringing, and Active Calls are the stats only for the Auto Dialer.
  2. AI Calls Ringing, AI Calls Active: These stats are only for Broadcast Dialer.
  3. Agents Logged In, Agents Paused, Data Remaining for all three dialers.

Summarizes ongoing campaigns, including parameters like status, campaign type, source status, CPS, Channels etc. You also have an option to Add Campaign.

Summarizes ongoing agent activity, displaying parameters like status, SIP profile, protocol, bandwidth, CPS, channels, dial pattern, and other SIP metrics. You can also upload agents in bulk using Create Bulk Agents.

Displays all the created scripts in the Contact Center. You can also Add a New Script.

Manages leadsets for outbound campaigns, showing parameters like name, associated campaign, status, and description. You can also create new leadsets individually or upload them in bulk using Create Leadset.

Setting Up Your Preview Dialer

In this section, we will walk through configuring the Preview Dialer and demonstrate how to use it to make calls.

  1. Navigate to Customer Portal Contact Center.
  2. In the Campaign tab, click Add Campaign.

  3. A Window will pop-up with two sections:

    1. Basic Info:
      1. Name: Enter the Campaign name.
      2. Campaign Type: From the drop-down select Preview Dialler.
      3. Agent Script: Select a pre-configured script for agents to deliver during customer interactions.
      4. State: Configure the campaign's operational status by setting it to either Active (currently available for use) or Inactive (disabled or paused).
      5. Notes: An optional field to pen down any important information.
    2. Config:
      1. Caller ID: The CLI used for this campaign.
      2. Source Status: Select Ready/New or Custom Source Status for call origination. If no status is selected the calls won't be sent.
      3. Custom Disposition: A user-defined set of call outcome labels that agents are required to select after each call, enabling structured tracking, systematic reporting, and optimized follow-up workflows.
      4. Flags: Select Transfer flag to activate the option of call transfer in Preview Dialer.
      5. Agents: Select agents for the Preview Dialer.

  4. Click on the Confirm button.

Custom Disposition Information

DO NOT CALL, NOT INTERESTED, SALE MADE, CALL TRANSFERRED, BUSY, CALL BACK, DISCONNECTED NUMBER, DECLINED SALE, WRONG DETAILS — Predefined Disposition Statuses.

Users can create custom source statuses and dispositions while creating or updating campaigns.

Campaign Configuration

  1. Click on See More in the Details column.

  2. A Campaign Overview will open. This interface is used for real-time monitoring of campaigns, lead stats, agent statuses, and calling activity.

  3. State: Whether the campaign is Active or Inactive.

  4. Edit Campaign: Open the campaign settings for editing.
  5. Back: Return to the previous page.
  6. Campaign Stats: Provides real-time visual insights into the current status of the campaign's calling activities and agent activities.
    1. Callers Chart: Shows the current distribution of calls:
      1. Call In Progress: How many calls are actively happening (agents talking to leads).
      2. Call Waiting: How many calls are waiting to be connected.
    2. Agents Chart: Shows the status of agents.
      1. Call Active: How many agents are currently on a call.
      2. Agent Waiting: How many agents are idle (ready and waiting for a call).

5.Campaign Agents: List of agents assigned to the campaign.
Manage Agents: Allows you to add/remove agents from the campaign from the drop-down menu. Click Confirm.



Refresh Button: To update agent statuses.

6.Lead Stats: It shows you the total number of leads loaded into the campaign and what stage they're currently at during the calling process.

  • Total Leads: Everyone you plan to call.
  • Dialable Leads: How many you still can call.
  • In Progress: Live calls happening now.
  • Call Answered: People who actually picked up.
  • Failed Calls: Calls that couldn't connect.
  • Dropped Calls: Calls that got disconnected unexpectedly.
  • Agents in Queue: Displays a list of agents who are waiting for a call or are ready to be assigned a call in the campaign.

Creating Agents

This section has information on the agents. You can also Create Bulk Agents.

Important Note

Ensure the Internal Number Block is configured before proceeding to Agent creation.

  1. Select a SIP Profile.

  2. Add the Number of Agents for participation in this campaign.

  3. Click on Create.

Creating Scripts

The Script section enables you to create structured call scripts for agents to follow during customer interactions.

  1. Click on Add a new Script.

  2. Enter the Script Name and Script.

  3. Click Confirm to save the script.

  4. The created script will be displayed in the window; click on Preview to view the script.

Creating Leadsets

This section has information on the Leadsets. You can also Create Leadset .

  1. A new window will appear, prompting you to enter the required information:

  2. Enter the leadset Name.

  3. Pen-down any required Description.

  4. Select the Campaign from the drop-down for which you wish to associate the leadset.

  5. State: Configure the leadset’s operational status by setting it to either Active (available for assignment and dialing) or Inactive (disabled or paused).

  6. Click on Confirm to create the leadset.

  7. Click on See More in the Details column.

  8. A Leadset Dashboard monitoring window will appear, displaying the leadset metrics. (Note: This image does not represent the dashboard after it has fully loaded).

  9. Description of the fields in the stats window:

  10. Status: Set the leadset to Active or Inactive state.

  11. Refresh your leadset parameters using Refresh Lead Stats.

  12. Click on Leadset Data to view the leadset data.

  13. Click on Upload Leads to upload the leadset data.

  14. Upload your data via File, URL or by entering the Text.

Uploading a File

  1. Drag and Drop a file or click to upload the .csv.

  2. A new window will open where two actions must be completed to create the leadset.

  3. Set row: To indicate where the upload should start. Right-click on the row to want to start the uploading and click on Set Start Row.

  4. Map Table Columns: Refers to the process of aligning or linking columns from one table to another, ensuring data consistency and accurate integration. This is essential when importing, migrating, or syncing data between different databases or systems. Right-click on the column you wish to be mapped, click on Map Column then Phone (required field) and Status (required field). Click on Upload. This will upload the leadset data to the server.

  5. The successful upload can be seen in the image.

  6. The Leadset Dashboard is also modified.

  7. Continue to Modify: If you click here, it will redirect to the Data Suite. Click here to know more.

  8. Edit Leadset: Modify the details of an existing Leadset. The system will present the same interface as Create Leadset.

  9. Add Lead (Form): Manually add a lead via a form.

  10. Lead Status: Displays whether a lead is available, being worked on, needs follow-up, or is no longer active.

    1. Total Leads: The total number of leads uploaded or assigned to the campaign or leadset.
    2. Dialable Leads: Leads that are ready to be called (i.e., they're active, have valid numbers, and meet campaign rules).
    3. Data Recycle: Recycles leads that didn’t connect (e.g., no answer, busy) by returning them to the dial queue and updating their status based on retry rules.

  11. Call Status: Displays counts for different call outcomes; like Call Answered, Failed Calls, Call In Progress, Call Ringing, Dropped Calls.

  12. Disposition Status: Shows a pie chart for all the call disposition outcomes. Each colored section of the pie chart corresponds to one of these dispositions.

  13. Lead Agents Activity: It displays performance stats of individual agents. The metrics include Call Transferred, Busy, Call Back, Do Not Call, Not Interested, Sale Made, Wrong Details, etc.

Uploading via URL

  1. Enter the URL in the CSV format and hit the Upload button.

  2. A new window will open where two actions must be completed to create the leadset.

  3. Set row: To indicate where the upload should start. Right-click on the row to want to start the uploading and click on Set Start Row.

  4. Map Table Columns: Refers to the process of aligning or linking columns from one table to another, ensuring data consistency and accurate integration. This is essential when importing, migrating, or syncing data between different databases or systems. Right-click on the column you wish to be mapped, click on Map Column then Phone (required field) and Status (required field). Click on Upload. This will upload the leadset data to the server.

  5. The successful upload can be seen in the image.

  6. The Leadset Dashboard is also modified.

  7. Continue to Modify: If you click here, it will redirect to the Data Suite. Click here to know more.

  8. Edit Leadset: Modify the details of an existing Leadset. The system will present the same interface as Create Leadset.

  9. Add Lead (Form): Manually add a lead via a form.

  10. Lead Status: Displays whether a lead is available, being worked on, needs follow-up, or is no longer active.

    1. Total Leads: The total number of leads uploaded or assigned to the campaign or leadset.
    2. Dialable Leads: Leads that are ready to be called (i.e., they're active, have valid numbers, and meet campaign rules).
    3. Data Recycle: Recycles leads that didn’t connect (e.g., no answer, busy) by returning them to the dial queue and updating their status based on retry rules.

  11. Call Status: Displays counts for different call outcomes; like Call Answered, Failed Calls, Call In Progress, Call Ringing, Dropped Calls.

  12. Disposition Status: Shows a pie chart for all the call disposition outcomes. Each colored section of the pie chart corresponds to one of these dispositions.

  13. Lead Agents Activity: It displays performance stats of individual agents. The metrics include Call Transferred, Busy, Call Back, Do Not Call, Not Interested, Sale Made, Wrong Details, etc.

Uploading via Text

  1. Enter the text in the following format: 

    Column 1,Column 2,
Phone, Status
44116, Ready
44117, Ready
44118, Ready
44119, Ready

  2. Click on Upload.

  3. A new window will open where two actions must be completed to create the leadset.

  4. Set row: To indicate where the upload should start. Right-click on the row to want to start the uploading and click on Set Start Row.

  5. Map Table Columns: Refers to the process of aligning or linking columns from one table to another, ensuring data consistency and accurate integration. This is essential when importing, migrating, or syncing data between different databases or systems. Right-click on the column you wish to be mapped, click on Map Column then Phone (required field) and Status (required field). Click on Upload. This will upload the leadset data to the server.

  6. The successful upload can be seen in the image.

  7. The Leadset Dashboard is also modified.

  8. Continue to Modify: If you click here, it will redirect to the Data Suite. Click here to know more.

  9. Edit Leadset: Modify the details of an existing Leadset. The system will present the same interface as Create Leadset.

  10. Add Lead (Form): Manually add a lead via a form.

  11. Lead Status: Displays whether a lead is available, being worked on, needs follow-up, or is no longer active.

    1. Total Leads: The total number of leads uploaded or assigned to the campaign or leadset.
    2. Dialable Leads: Leads that are ready to be called (i.e., they're active, have valid numbers, and meet campaign rules).
    3. Data Recycle: Recycles leads that didn’t connect (e.g., no answer, busy) by returning them to the dial queue and updating their status based on retry rules.

  12. Call Status: Displays counts for different call outcomes; like Call Answered, Failed Calls, Call In Progress, Call Ringing, Dropped Calls.

  13. Disposition Status: Shows a pie chart for all the call disposition outcomes. Each colored section of the pie chart corresponds to one of these dispositions.

  14. Lead Agents Activity: It displays performance stats of individual agents. The metrics include Call Transferred, Busy, Call Back, Do Not Call, Not Interested, Sale Made, Wrong Details, etc.

Agent Dialer Guide

  1. Enter your domain. The screen will prompt the agent to enter the Username and Password. Click on Login.

  2. Select the campaign Preview Dialler from the drop-down menu and click Confirm.

  3. An Agent Dialer interface with the following fields will appear:
    1. Selected Campgain from the drop-down menu.
    2. Keypad: The keypad is normally used for transfers, but to dial a number, the user needs to click on "Call".
    3. Script: Displays the call script the agent should follow.
    4. Logout for the agent to log off from the system.

    5. Contact information of the customer sourced from the uploaded Leadset or entered manually via the Lead Form.
    6. Lead Preview: Opens lead details for the agent.
    7. Invalid Details: Lets the agent flag the lead if information is incorrect or incomplete.
    8. Get Next Led: It becomes active after the current call is concluded and displays the information of the next customer.
    9. Call: Hit the call button to phone the customer.

    10. When your agent hits the Call button, a Live Call window will appear.

      1. Hold: Allows your agent to place the call on hold.
      2. Transfer: Transfer call to another agent or manager.
      3. Mute: Allows your agent to mute your call.
      4. Park: Currently NOT IN USE.
      5. Conference: Currently NOT IN USE.
      6. Keypad: Displays the number keypad.
      7. End: Allows your agent to disconnect the call.
  4. A window will prompt you to either Set Disposition or Update User Details.

  5. Your agents can also the update the customer details using the Edit button.
  6. Click on Get Next Lead to dial the next customer.
  7. The updated Campaign Overview can be seen.

  8. The updated Leadset Overview can be seen.