Predictive Dialer Getting Started Guide

Step #1 Add Your Campaign

Log into the Dialer by clicking here and enter your information as provided in your Getting Started Guide email.

Click on the campaigns tab

 Click Create New Campaign

 Choose your desired campaign options

  • Name, Give your campaign a name.
  • Description, Optional
  • Caller ID Number, Number you want shown to callers.
  • Limit Calling Hours, These are the times in which you do not want the system to call a number outside of these hours.
  • Dial Rate Override *Note your Abandon Rate should not exceed 3-5% by law if it does you should reduce the amount of line you are using.
      • Select the desired amount of calls the dialer should make at a time, this selection is a ratio per agent joined to the campaign.
      • Start with a dial rate of 2 and watch your abandon rate for each campaign (shown under your Campaigns tab) 
      • Choosing higher lines is not always better, as the dialer will connect to more people then you or your agents can talk to.
      • When that happens people will answer and you are not available or the call will be bridged seconds to late and you will hear dead air on your side because the caller has just hung up. 
      • The Auto option is a true predictive algorithm that automatically adjusts the lines up or down to keep the abandon rate under 3%. This feature is only useful with 3 or more active agents on the same campaign at the same time, otherwise dialer just dials 1 number at a time.
      • The Inbound option will make no out bound calls however can can still make Manual calls out from that campaign.
  • AMD, (Answering Machine Detection) do not use this function when calling businesses. This is due to the fact that most businesses answer the phone with an introduction rather than "Hello" confusing the auto dialer as an answering machine pick up. The AMD feature works best when calling consumers who answer with and expected "Hello" then pausing for a response.

    When calling consumers function will also add a 1-2 second delay before bridging the caller with the agent. The reason for this is the system listens for that brief pause in the answer, if it detects the pause it will then bridge the call with the agent. If there is no pause the system will conclude its and answering machine and skip over the call. If you want no pause or delay then do not enable the AMD and this will allow the system to connect the caller immediately. 

  • Record All, your conversations



Step #2 Upload Your Contacts

Our dialer requires your contacts file to be in a .CSV format, if your file is saved in excel .XLS you will need to re-save that file as a .CSV-MSDOS format.
Click here for Windows instructions to convert your file to .csv 
Click here for MAC/Apple instructions to convert your file to .csv 

 Click on the Campaigns Tab



 Click on the "Add Contacts" icon of the campaign you are setting up (red arrow pointing to icon).


 You will see in the Available Fields box we have already added the most common fields to the dialer.
     *If you want to customize the dialer with more fields to better suite your data to be imported 
      Click here for instructions to customize your field names
 Click "Load CSV" (this is the file you will be importing with your contacts to be called). 
 Choose your contact file that was saved in a .CSV format "Select your file".

 On the left choose the correct field representative of the line items shown on the right.
 Once you have mapped the available fields click the Upload button and close the upload screen box.

Step #3 Connecting / Talking though the dialer

By default the dialer is set for you to dial-in with your office or home phone to communicate with your contacts. 

We also offer other connection methods for talking through the dialer at no additional charge. Below is a brief description for each type of connection method to talk with your callers, you can decide what works best for you.

WebPhone: This method of connection is suggested if you have a USB headset plugged into your computer and want to use Google Chrome to talk through to callers.
Click here for setup instructions

SIP/Soft Phone:
 This method of connection is suggested if you have a USB headset plugged into your computer and want to use a soft phone like Xlite or Zoiper to talk through to calllers.
Click here for setup instructions


PBX Phone System: This method of connection is suggested if you have a PBX phone system, you will need the SIP URL for your account on the PBX system. 
Click here for setup instructions

Step #4 Your all Done! Watch our dialer overview video to start using the dialer.


Bookmark our Predictive Dialer Knowledgebase for additional help articles by
clicking here

  • Getting Started, Join Campaign, Set Up
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