01 / 03
1. Enable inbound on the campaign
The companion LAB01 starts as MANUAL. On the captured SVN4037 build, MANUAL excludes the inbound group chooser. For this exercise use INBOUND_MAN: agents may place manual calls and receive inbound calls between them; it does not enable predictive outbound dialing. The native form stores Auto Dial Level 1.0 in this method.
These steps target VICIdial Admin 2.14-969a, SVN 4037 / database schema 1748. Substitute unused IDs for LAB01, LABTEAM, learner1, 8001, 90001, SALESDEMO and DEMOIVR if any already exist. Labels and options may differ on other builds. The configuration checks below do not establish that a call, audio, or carrier route has been tested.
A campaign controls the agent session; an in-group controls inbound routing and queue behavior.
- For the blended-campaign exercise, keep the agent paused/logged out and record LAB01’s current Dial Method, Auto Dial Level, Active, Allow Inbound and Blended and allowed groups. This method change belongs to the isolated lab only.
- For the blended-campaign exercise, open Campaigns → Show Campaigns → LAB01. Set Dial Method to INBOUND_MAN; save and reopen. Accept the native 1.0 level for this method; do not force a database0 or change to RATIO to expose inbound controls.
- For the blended-campaign exercise, set Allow Inbound and Blended to Y; save/reopen and select only SALESDEMO under Allowed Inbound Groups. Save and reopen again to check both the method and group. Allow Closers is a separate transfer permission.
- For the blended-campaign exercise, after the DID/in-group, station and user permissions are ready and the test window is approved, set this isolated campaign Active Y only for the exercise; save/reopen before Agent login. Keep the agent paused until the intended SALESDEMO membership and phone connection are verified. If the campaign remains inactive or login/group selection is unavailable, stop before testing.
- Dial Method
- INBOUND_MAN for this manual + inbound exercise
- Auto Dial Level
- 1.0 native value in INBOUND_MANThis method excludes automated outbound dialing; it is not a predictive rate. Verify this saved value while preparing the blended campaign exercise.
- Allow Inbound and Blended / Allowed Inbound Groups
- Y / SALESDEMO only, then save and reopenVerify this saved value while preparing the blended campaign exercise.
Steps and result4 steps
Actual native VICIdial controls, filled with example values in the browser. This recording stops before submission. Use the field notes to distinguish lab fixtures, missing prerequisites and deployment-specific values.
Entry shownReal native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.
Read the chapter notes
- Actual native form — not submitted
Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.
- Allow closers in the example
Allow Closers Y is an unsaved field entry, not proof of agent or group eligibility.
- Allow inbound and blended selection
Allow Inbound and Blended Y is separate from selecting the actual permitted in-groups on the campaign and agent.
- Review the unsaved example
Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.
November 4, 2026 · VICIdial 2.14-969a build 261102-0125. Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed. ViciGeek attribution is encoded in the video and poster. Use fullscreen to read the original field labels.
View still screenshots
Find the campaign inbound and closer flags
Open to enlarge
Capture details
Only unsaved flags are shown. Saved group permissions, agent selection, READY state and inbound routing require separate checks. Actual browser capture, November 4, 2026; VICIdial 2.14-969a build 261102-0125.LAB01 baseline after the call lab was restored
Open to enlarge
Capture details
This baseline cannot receive the intended inbound handoff. The approved inbound/manual exercise uses INBOUND_MAN; the screenshot does not show that exercise enabled.The restored inbound permission baseline
Open to enlarge
Capture details
Compare its saved value with the guide’s INBOUND_MAN plus Allow Inbound Y target; this capture is configuration inspection, not an inbound call.You should seeFor the blended-campaign exercise, the reopened campaign is INBOUND_MAN with inbound Y and SALESDEMO selected. If the group chooser remains absent, stop at this configuration gate; do not change queue exits or use predictive dialing as a workaround. At agent login, verify SALESDEMO is actually selected before an authorized READY test.
02 / 03
2. Check agent access
Campaign permission, agent access and the agent’s session selection are separate checks.
- Open Inbound → In-Groups and select the test group.
- In Agent Ranks For This Inbound Group, check SELECTED for learner1, retain the existing Rank and Grade, and submit.
- Open Users → Show Users → learner1 and inspect Agent Choose Ingroups; it controls whether the agent may choose groups. Sign in to LAB01 and select SALESDEMO at the inbound selection screen if prompted.
Steps and result4 steps
Actual native VICIdial controls, filled with example values in the browser. This recording stops before submission. Use the field notes to distinguish lab fixtures, missing prerequisites and deployment-specific values.
Entry shownReal native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.
Read the chapter notes
- Actual native form — not submitted
Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.
- Clear ALL-CAMPAIGNS
The browser-only example clears all campaign checkboxes before selecting LAB01. The course instead uses its own restricted LABTEAM group.
- Select the actual LAB01 option
Only LAB01 is checked in the unsaved browser form. No access policy is saved.
- Review the unsaved example
Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.
November 4, 2026 · VICIdial 2.14-969a build 261102-0125. Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed. ViciGeek attribution is encoded in the video and poster. Use fullscreen to read the original field labels.
View still screenshots
Select only LAB01 in Allowed Campaigns
Open to enlarge
Capture details
Only two cropped campaign rows are shown. All other campaign choices were cleared in unsaved browser state on AGENTS; the course uses its separately created restricted LABTEAM group. No access policy was saved. Actual browser capture, November 4, 2026; VICIdial 2.14-969a build 261102-0125.Leave ALL-CAMPAIGNS unchecked
Open to enlarge
Capture details
This isolated row belongs to the AGENTS browser-only example. The separate LAB01 row shows its one selected campaign; the course’s LABTEAM group must be configured and reopened independently. Actual browser capture, November 4, 2026; VICIdial 2.14-969a build 261102-0125.You should seeThe agent can select the intended group. If it is unavailable, recheck the campaign, user access and login selections before changing queue rules.
03 / 03
3. Observe readiness and restore settings
An agent’s inbound selection does not itself prove phone registration, audio or a live call.
- Open Reports → Real-Time Main Report and check learner1’s campaign and state; confirm SALESDEMO was selected in the Agent session. A report row alone does not establish phone audio.
- Only during an authorized test window move the agent to the required ready state and test the inbound route.
- Pause the agent and restore the recorded campaign and group permissions afterward.
- For the blended-campaign exercise, after the supervised exercise, pause and log out the test agent. Restore the recorded Dial Method, Auto Dial Level, inbound flag, allowed groups and Active state through Admin; save/reopen. Confirm the intended idle state and retain the test record.
You should seeIf the call waits, check queue configuration and actual agent readiness; if it never reaches the queue, trace the DID and trunk. This guide does not claim a completed call.
Checks and sources
What was checked
- These steps target VICIdial Admin 2.14-969a, SVN 4037 / database schema 1748. Substitute unused IDs for LAB01, LABTEAM, learner1, 8001, 90001, SALESDEMO and DEMOIVR if any already exist. Labels and options may differ on other builds. The configuration checks below do not establish that a call, audio, or carrier route has been tested.
- Admin form captures are visual orientation only; no live call, audio, or carrier drill was performed for this guide.
Primary references
Sources
- VICIdial source and documentationVICIdial · accessed November 4, 2026
- VICIdial Non-Agent API referenceVICIdial · accessed November 4, 2026
- VICIdial statuses referenceVICIdial · accessed November 4, 2026
- Agent inbound/manual method boundaryVICIdial · accessed November 7, 2026