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About Manual Dial

Used with the Hosted Dialer and On-Demand messaging, Manual Dial provides several key features to agents:

  • It allows agents to select a campaign, enter a client_id and a device and launch a call,
  • It allows agents to make a follow-up call to another number associated with the contact,
  • It allows agents to enter a free-form number and launch a call, and
  • It allows agents to schedule a follow up call at a later date.

With Manual Dial an agent can work a list of accounts off a sheet of paper on their desk without a list being loaded or any calls scheduled.

If an agent connects to a contact and is told to call a different number, the agent can hang up, and immediately enter the new number to reach the contact.

To be able to schedule a follow-up call at a later date, the existing default on-demand strategy must be edited to include a preview pass as the first pass, followed by a manual pass.

Agent Groups can be set up to use Manual Dial, allowing management to determine which group has the authority to manually enter phone numbers.

This page was last edited on February 2, 2015, at 20:13.
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