Dialog

Solutions · By Role

Dialer Administration Software for Dialing Admins

Set up and maintain campaigns, lists and users without waiting on developers. See the admin console in a live demo.

Book a Demo Request Pricing
  • Unlimited users
  • Open API & integrations
  • Browser-based, nothing to install

Task map

A dialing admin’s daily tasks

The hands-on work behind every campaign, all in the browser. The strategic view is on the operations page.

Lists

Load and maintain contact lists.

Campaigns

Create and adjust campaigns.

Users

Add people and set permissions.

Numbers

Assign and watch outbound numbers.

Troubleshooting

Investigate failed calls.

Setup walkthrough

Campaign and list setup

Set up a campaign from import to schedule in campaign management.

  1. 1

    Import

    Load the approved list.

  2. 2

    Mapping

    Match fields to the campaign, where supported.

  3. 3

    Scheduling

    Set calling windows.

  4. 4

    Retry rules

    Set attempts and spacing.

Users, roles and permissions

Granular permissions decide who can see and change what. The roles below are typical; configure them to your structure.

Role Typical access Typical restriction
Admin Campaigns, users, numbers and settings. Limited to the admin team.
Supervisor Monitoring and campaign adjustments. No user or number changes.
Agent Their own calls and dispositions. No settings.

Unlimited users: add people without adding seats.

Number table

Numbers and caller ID management

Assign, rotate and watch outbound numbers; see caller ID reputation.

Assign

Numbers per campaign.

Rotate

Only where supported and appropriate.

Monitor

Number health at a glance.

Carriers

Dialog voice routes.

Troubleshooting flow

Troubleshooting and call quality

Diagnose failed calls and routing problems with call detail records, which include SIP codes, MOS scores and carrier costs. Routing is covered in call routing and management.

  1. 1

    Find the call

    Look up the call detail record.

  2. 2

    Read the codes

    SIP codes show why a call failed.

  3. 3

    Check quality

    MOS scores show call quality.

  4. 4

    Fix the cause

    Route, rule, list or carrier.

Change checklist

Change control and documentation

Change safely: test first, keep a record and know how to roll back. Repetitive tasks can be automated with the voice API; general dialer workflows are on the call center dialer page.

  1. 1

    Plan

    What changes, why and when.

  2. 2

    Test

    Try the change on a small list.

  3. 3

    Record

    Note the change and the owner.

  4. 4

    Roll back

    Know how to undo it.

Product demonstration

See the admin console in a product demonstration

A live demonstration walks through campaign, list, user and number setup. Documentation and help are on the support and help center page.

  • Campaign and list setup
  • Users and permissions
  • Number management
  • Call detail records for troubleshooting
View a Product Demo

Dialing Admin: frequently asked questions

What does a dialing admin manage?

A dialing admin sets up and maintains the dialer: contact lists, campaigns, users and permissions, outbound numbers and caller ID, and the routing and retry rules behind them. Admins also troubleshoot failed calls and keep changes documented. In Dialog this work happens in the browser, without a dialer server to maintain.

Can admins configure campaigns without developers?

Yes. Campaigns, lists, users and numbers are managed in the browser, so day-to-day setup does not need developers. Developers help when you connect other systems through the API and webhooks or want to automate repetitive admin tasks. Which settings are configurable for your account is confirmed in a demo. Most admins start without any code.

How are users and permissions managed?

Admins add users in the dashboard and use granular permissions to decide who can see and change what, typically separating admins, supervisors and agents. You can give access to everyone who needs it. Review permissions regularly and remove access when people change roles. Keep a short record of who has which role.

How are lists loaded and cleaned?

Lists are imported into campaigns, with field mapping and formats confirmed for your account in a demonstration. Clean them before import: remove duplicates, apply do-not-call and opt-out suppression and check that every contact may be called. Clean lists waste fewer attempts and protect your numbers. Keep a record of each import and who approved it, so problems can be traced.

How are numbers assigned?

Numbers are assigned per campaign, and their health can be monitored. Rotation is used only where it is supported and appropriate. Keep a simple record of which number belongs to which campaign, so troubleshooting stays easy. Review the assignments whenever campaigns change.

Where can admins find documentation and support?

Start with the support and help pages, and use the voice API documentation for integrations and automation. The support team can help with configuration questions, and the scope of support is set out in your agreement. Keep your own notes on how your campaigns are configured, so knowledge stays with the team.

See how Dialog simplifies dialer administration

Discuss your use case, existing systems, calling volumes and integration requirements with the Dialog team.

Book a Demo Request Pricing

Tailored demo · Unlimited users