Agent experience in Dialpad Dialer campaigns

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Agents receive calls from Dialpad Dialer while they’re working in a Dialer-enabled Contact Center.

Who can use this

Dialpad users assigned to a Dialer-enabled Contact Center.

Join a Dialer campaign as an agent

To receive Dialer calls, agents must:

  1. Sign in to Dialpad

  2. Open the relevant Contact Center

  3. Set their status to Available

Dialer will begin sending calls to available agents when:

  • A campaign is running in that Contact Center, and

  • Leads are eligible to be dialed (not blocked by DNC, limits, or calling windows).

Pinned audio leg

During an active Dialer campaign, agents may see:

  • An ongoing call session (pinned audio leg) while they’re in Available.

  • This call leg stays connected and muted when no lead is on the line.

  • When Dialer reaches a live lead, it connects that lead to the agent through the pinned leg. The agent will hear a quick tone when they are being connected with a lead.

This design reduces connection time so agents hear the caller as soon as they answer.

Dialer indicators in the UI

While a campaign is active, agents may see:

  • A Dialer icon or banner in the Contact Center view.

  • A tag or pill on calls that were created by Dialer.

These indicators help agents distinguish Dialer calls from other outbound or inbound calls.

Screen pop

Agents will automatically see any Custom Properties for a Lead in the right panel of the conversation view if they are provided when a Lead is added to the Dialer.

Handle a Dialer call

From the agent's perspective, Dialer calls look similar to regular calls:

  1. The call appears in the Dialpad interface when a lead answers.

  2. Agents use normal controls to:

    • Mute/unmute

    • Hold

    • Transfer

    • Add participants

  3. After the call, agents complete wrap‑up (see below).

Wrap‑up and dispositions

After each Dialer call, agents are prompted to:

  • Select a disposition that describes the outcome (for example: Connected – Interested, Left Voicemail, No Answer).

  • Optionally add notes that help with follow‑up or coaching.

Dispositions and notes feed into:

  • Campaign analytics

  • Performance reporting

  • Follow‑up workflows (if configured)

Update DNC and number validity

From the wrap‑up panel, agents may be able to:

  • Mark a number as Do Not Call or Do Not Text

  • Mark a number as invalid (for example: wrong number, disconnected)

These updates help:

  • Keep future campaigns compliant, and

  • Prevent wasted attempts on bad numbers.