Quick Start Guide

This guide walks you through your first session on Dialer.CX — from logging in to making your first call. Follow these six steps and you will be handling calls within minutes.

Step 1: Log In

1. Open your Dialer.CX URL in a modern browser (Chrome, Edge, or Firefox recommended)
2. Enter your username and password
3. If two-factor authentication is enabled, enter the code from your authenticator app or email
4. You will land on your Dashboard

Tip

Bookmark your Dialer.CX URL for quick access. The login page remembers your username for faster sign-in.

Step 2: Navigate the Interface

The left sidebar is your main navigation. What you see depends on your role:

• Agents see: Dashboard, Agent Workspace, Callbacks
• Supervisors add: Monitoring, Recordings, Reports, Wallboard
• Managers add: Campaigns, Lists, Contacts, Inbound settings
• Admins see everything, including Settings, Users, Telephony, and AI configuration

Step 3: Set Up Your Phone (Agents)

If your account is configured for the browser softphone:

1. Look for the phone widget in the bottom-right corner of the screen
2. Your browser will ask for microphone permission — click Allow
3. The widget shows a green dot and “Online” with a “Secure” badge when connected
4. You are ready to make and receive calls

Tip

The “Secure” badge confirms your voice connection is encrypted with TLS signaling and SRTP media. Your calls are protected end-to-end.

Note

If the phone widget does not appear, your administrator may need to assign a WebRTC extension to your account. Contact your admin for assistance.

Step 4: Join a Campaign (Agents)

1. Navigate to Agent Workspace from the sidebar
2. Select your campaign from the dropdown
3. Click Log In to join the campaign
4. Your status changes to READY — you will start receiving calls based on the campaign’s dial mode

Step 5: Handle Your First Call

When a call connects:

1. The lead information panel shows the contact’s details (name, phone, address, custom fields)
2. The script panel displays your talking script (if configured for this campaign)
3. Use call controls to hold, mute, transfer, or hang up
4. After the call ends, select a disposition to categorize the outcome
5. Your status returns to READY for the next call

Tip

Keyboard shortcuts speed up common actions. Check the workspace settings for available shortcuts.

Step 6: Take a Break

1. Click the Pause button in your workspace
2. Select a pause code (Break, Lunch, Training, etc.)
3. Your status shows PAUSED — you will not receive calls
4. Click Resume to go back to READY

What’s Next?

Now that you have completed your first session, dive deeper into the platform:

• Agent Workspace — deep dive into all workspace features
• Browser Softphone — phone widget details and audio settings
• Dispositions & Callbacks — learn disposition codes and callback scheduling