Dialer Calling Options

Discover the calling options agents have in CommPeak Dialer to communicate with leads.

Agents use the CommPeak Dialer to communicate with leads and convert them into clients. To view all Dialer calling options, go to your Dialer workspace. Select any option from the dropdown menu to use it:

  • Scheduled calls with your contacts
  • Predictive calling
  • Preview Dialer
  • Manual calls.
Screenshot of the calling options

Calling options

Scheduled Calls

You can view your appointments with leads scheduled for specific times in Workspace > Contacts. Here, you can view the leads assigned to you. They are stored in the scheduled calls list, and you can view and edit these leads and manually call them.

There are three types of filters:

Campaign Filters that include campaigns, users, statuses, and user tags.

Screenshot with the campaign filters

Campaign filters

Lead Filters that have leads’ names, phone numbers, original identifiers, countries, and IDs.

Also, we have added the email filter.

Screenshot with the lead filters

Lead filters

Time Filters that let you choose the date and time of the call-back.

Screenshot with the time filters

Time filters

After you apply one of the filters, you’ll see all the leads assigned to you.

Each lead has a Choose Action menu on the right, where you can access the following options:

Screenshot with the the actions with leads

Actions with leads

ActionDescription
CallClick this option to make a manual call
Edit Campaign LeadModify the status, assigned agent, and call date of the lead
Add to Phone BookAdd the lead to the phone book for future handling
Lead CommentsView here all the comments on the lead and add new ones
HistoryClick to go to the lead history page
UnassignClick to unassign the lead from the agent.

Check out this article to learn more about Scheduled Calls.

Predictive Calling

Predictive calling fulfills the main Dialer's purpose — it dials leads automatically based on previously set rules. If the lead answers the automatic call, the call is transferred to an available agent and connects the lead to that agent. Learn more about this calling option in the Predictive Dialing and Guide to Campaign Parameters articles.

Screenshot of the Predictive Calling page

Predictive Calling page

You can report call issues from the call or feedback pages.

Preview Dialer

Preview Dialer is a scheduled manual Dialer call that also lets you change the status and add a comment on a specific lead.

Manual Calls

You can manually dial the leads' phone numbers from the softphone you use in the Dialer and talk to them immediately. This option is useful for urgent calls.

When dialing the lead's number, the system will apply a necessary Caller ID according to the predefined calling rules.

Screenshot of manual call in a softphone

Manual call in a softphone

While on the call or after it ends, you can report issues with its quality.

Manual calling is similar to a regular softphone call, so it does not allow you to change the lead status or leave a comment after the call.