Scale
Capacity scoped to your calling volumes.
Solutions · By Audience
Run outbound programs across teams, regions and systems with the governance enterprise buyers expect. Validate fit in a tailored demo.
Evaluation checklist
Enterprise evaluations look past features to how the platform fits the organization. Use these criteria to structure your review.
Capacity scoped to your calling volumes.
Documents your security team can assess.
APIs, webhooks and data destinations.
Roles, permissions and records.
Clear ownership during and after rollout.
Architecture
Capacity is scoped to your operating requirement during evaluation. Capacity and uptime figures are shared only where they are approved and verifiable, so ask for them as part of your evaluation rather than relying on general claims.
Governance features are confirmed during evaluation. The table shows what to review.
| Area | What to review | Status |
|---|---|---|
| Roles and permissions | Who can see and change what. | Granular permissions in the dashboard. |
| Audit trails | Records of changes and activity. | Confirmed in a demo. |
| Single sign-on (SSO) | Sign-in through your identity provider. | Subject to confirmation. |
We mark features as available only once they are confirmed for your account.
Integration map
Connect Dialog to your CRM, telephony and data stack through the API, webhooks and data streaming. See Voice API & Integrations and call routing and management.
Call events and outcomes through webhooks and the API.
Streaming to BigQuery or cloud storage.
Looker Studio and other BI tools.
Calling rules differ by region and business unit. Controls support each policy, and responsibility stays with your organization. See compliance controls and the dialer for compliance teams.
| Policy area | Typical difference | Where it is handled |
|---|---|---|
| Calling hours | Permitted times vary by region. | Campaign settings. |
| Consent | Requirements vary by region and channel. | Your consent records and lists. |
| Recordings | Rules vary by jurisdiction. | Recording options where available. |
Validate each region with your own advisers.
Rollout timeline
Roll out in phases, with reporting that works across teams. See reporting and analytics and the operations view.
Start with one team and one campaign.
Agree shared definitions.
Train the people who will manage the platform.
Add teams and regions in stages.
Product demonstration
A tailored demonstration covers governance, integration and rollout using your evaluation criteria. The wider flow is explained in how it works.
An enterprise-grade dialer fits how a large organization works: capacity for your volumes, governance through roles and records, integration with existing systems, documents a security team can review and clear support during rollout. Features matter, but so does evidence. Ask for the documents and demonstrations your evaluation needs rather than relying on labels.
Granular, role-based permissions are part of the dashboard, so you can decide who can see and change what. Single sign-on through your identity provider is subject to confirmation for your account, so raise it early in the evaluation. We mark it as available only once it is confirmed in writing for your setup.
Yes, through the API, webhooks and data streaming. Call events and outcomes can update your CRM, and call data can be streamed to BigQuery or cloud storage. Integrations are scoped with your teams rather than assumed, and tested with real examples before production.
Our approach is described in the Trust Center and the security overview, and current documents are shared during your evaluation, including data processing terms where they apply. We do not claim certifications on this page. Your security team should review the materials against its own requirements before any production data is used.
Several teams can run their own campaigns on one platform, with permissions controlling who sees and changes what. How business units are separated, reported and administered is agreed during scoping and confirmed in a demonstration, using an example of your own structure.
Onboarding usually starts with a pilot team and one campaign, then adds teams and regions in stages. It covers voice route setup, integrations, roles, admin training and agreed reporting definitions. Because agents work in the browser, there is no dialer software to install, and we agree the steps, owners and acceptance criteria with you.
Discuss your use case, existing systems, calling volumes and integration requirements with the Dialog team.
Tailored demo · Unlimited users