Predictive Dialer How do I add user phone book numbers for transferring calls

Entering numbers into your phone book simplifies transferring calls. This will need to be done for each user of the dialer and will enable your agents to choose from a list as apposed to manually dialing the numbers. In order to add numbers to your agents phone book you will need access to the Admin Tab as shown below.


Once in the Admin tab to the right of the users name hover over the Phone Book icon the phone book icon text will read “Phone Book” click on the "Phone Book" icon.

Once the screen below pops up enter you will enter a standard (PSTN) number or SIP Phone address:

Standard number (PSTN) = 555-555-1212 or 
SIP phone address IP Addresses @: (ex. [email protected]:5060)



  • Transfer, Call Transfer
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