In this article, you'll learn what the Sequential Dialer is and discover the actions agents can perform while dialing through your campaigns.
User level:
Agent
Understanding Sequential Dialer
Sequential Dialing, also known as a Preview Dialer, empowers your agents to engage contacts one at a time as part of an organized campaign, with complete control over each interaction. Unlike automated dialing methods, agents initiate calls manually, ensuring they are fully prepared.
To create a Sequential Dialer campaign, follow the comprehensive guide on Configuring the CloudTalk Dialer Campaign Guide and ensure the "Parallel Calling" setting remains disabled.
Dialling calls
With Sequential Dialing, your agents have full control over each call. They decide exactly who to dial and when, ensuring a focused approach to every interaction.
Once a call is underway, agents can use any necessary Active call features. During the call and throughout the wrap-up time, they can complete additional campaign and call-related tasks, such as:
Select campaign dispositions: Agents choose the outcome of the call
Select call tags: Agents can apply relevant tags for future analysis.
Write call-related notes: They can jot down important details from the conversation.
⚠️Selecting call disposition is mandatory for all calls made through the Sequential Dialer. The system won't let agent move to the next call until a disposition is selected.
🚀 Ready to launch your sequential dialer campaign? Dive into our Dialing Calls Through CT Dialer guide to explore the dialer interface and learn how to make the most of every outbound call.
After finishing all actions, the agent simply clicks the Next call button in the top-right corner of the dialer to move to the next contact in their queue.
If there are no more contacts to call, the agent will automatically be redirected to the statistics page, where they can review the results of their calling session.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!