Learn how to navigate your CommPeak Dialer account and discover how our search tools can help you find exactly what you need.

Navigation Elements

You can navigate through your Dialer instance using elements at the top of any page.

• To open a page, hover over the main menu on the page header and click on the needed item in the drop-down list.

  

• Go to your profile icon at the top right and hover over it to:

  • Check your extension
  • Check your region
  • Go to your user profile settings
  • Clock in to receive calls in Predictive mode
  • Test your connection
  • Change your state
  • Open your inbox
  • Log out of your account.

• Click on the Dialer logo at the top left to return to the Dashboard from any page.

  

• Use the multiple-purpose navigation and search bar as described in the section below.

Using the Navigation Search Bar

Click on the navigation search icon at the top-right of any page to open the search bar you can use to quickly find the needed lead or navigate across the Dialer menu items.

The search function also has a built-in AI bot that can help you with any questions about the platform.

Lead Search

To find the lead you need, just enter the lead ID or phone number into the search bar. The link that you will see below will redirect you to the lead details page.

Navigation Assistant

With the search bar, you can search for any page within the Dialer, including pages that have been renamed.

Enter the page name; if it has been changed, the search results display the new name. For example, if you type "User Tags", it will take you to Desks, which is the new name of the same page.

The search results also show pages with similar names, which helps when you are unsure of the exact page name.

Using AI Bot

To run the instant support via the built-in AI assistant, click the robot icon 🤖, enter your question and run the bot.

In a moment, you will get direct access to the needed information backed by a list of relevant help articles.