Manual Dial Mode

Posted on June 29th, 2022

Manual Dial Mode allows you to dial your own records without the use of agent-assist and autopilot. It works off the same lists you've uploaded for agent-assist/autopilot, and the lists can be toggled back and forth between modes.

Starting Manual Dial Mode

This can be enabled from 1.) the "Configure Session" screen

or 2.) A paused/offline session screen.

Manual Dial Keypad

If you are using Manual Dial mode along with the web dialer, a soft key pad will be displayed while on a call. This will allow you to traverse an IVR or any other key related inputs.  While using your phone for manual dials, you can use the keypad on your phone and the softdial will not be shown in the User Interface.

Manual Dials Dispositions

Dispositions are collected in this mode after you designate if you spoke to the right person or not. If you select "No, I did not talk to the right person", the answers will differ slightly and will help collect feedback on the phone number that was called.

Redialing Manual Dials

After placing a call, the icon next to the contact's name in the list will change to allow you to redial the same contact.

Reporting on Manual Dials

Manual dials are shown on the "Rep at a Glance" page in the manual dials column. Note that this is a subset of the "Calls" column, and is not additive. In the example below, both calls placed were manual dials.

Manual dials will also sync back to the CRM as a Call Log. There is a "Manual Dial" flag on the Call Logs that can be used to sum and view Manual dials.