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VICIdial & agents
VICIdial agents, campaigns and calling lists. Choose a guide by its title and summary, or start with the beginner lessons if you are new to VICIdial.
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Guides for vicidial & agents
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B07VICIdial & agentsBeginner course · Lesson 7Create a manual campaignCreate inactive LAB01, configure manual preview and internal dialing, and give only LABTEAM access before loading leads.B08VICIdial & agentsBeginner course · Lesson 8Create your practice list and finish its mappingCreate list 90001 under LAB01, save the campaign’s Manual Dial List ID, and reopen both records to prove the relationship.B09VICIdial & agentsBeginner course · Lesson 9Load three practice leadsPut three fictional records into the dedicated lab list and verify each one before dialing.F10VICIdial & agentsStart here · foundationsVICIdial and VoIP glossary for complete beginnersA practical glossary for the lead-to-carrier call path — hopper, trunk, DID and disposition — with a pointer to the VICIdial terminology lesson for admin-screen object names.84VICIdial & agentsStage 5 · VICIdial foundationsVICIdial terminology for complete beginners: users, phones, campaigns and leadsLearn the VICIdial admin-UI object names — user, phone, agent, campaign, list, lead, carrier and recording — and confirm the Admin endpoint exists on your lab, before you rely on the separate call-path glossary for hopper, disposition and trunk vocabulary.85VICIdial & agentsStage 5 · VICIdial foundationsThe beginner VICIdial admin pathway: from first login to first reportSee the safe order of VICIdial administration — secure login, user and station, campaign, synthetic list, agent readiness, then reporting — and read the campaign schema taking shape in the database with the read-only account from the previous stage.98VICIdial & agentsAgent workflowVICIdial agent and supervisor chat alerts: enable them safelyUse VICIdial’s built-in web chat for a small, permission-tested agent group before broadcasts or customer chat go live.FO1VICIdial & agentsAgent workflow · callbacksSchedule an agent-only VICIdial callbackEnable and verify an agent-owned test callback, then retrieve it through the assigned agent's screen.FO2VICIdial & agentsCampaign operations · hopperCheck why the campaign hopper is emptyTrace list, status, call-time and campaign gates before considering a hopper reset.FB2VICIdial & agentsAgent login · phone credentialsFix a VICIdial phone login rejectionDiagnose the initial phone-login rejection using the assigned station record and its Active Account field before changing the agent password.36VICIdial & agentsCampaign setupCreate a campaign and attach a listCreate LAB01 and list 90001, then permit an existing test agent’s group to use the campaign.37VICIdial & agentsBeginner pathLoad and verify leads from a CSVPrepare a synthetic CSV, map its fields into list 90001 and verify the loaded record.38VICIdial & agentsFirst-call walkthroughPlace and disposition a VICIdial test callSign in with a provisioned station and agent, make one approved test call, and save its disposition.39VICIdial & agentsPacing and dial levelSet a campaign dialing modeInspect MANUAL, RATIO and adaptive settings and plan a supervised pacing test.40VICIdial & agentsInbound RoutingRoute a test DID to an in-groupCreate SALESDEMO, route a test DID to it and check campaign and agent access.41VICIdial & agentsInbound routingBuild a test IVR call menuCreate DEMOIVR, route digit 1 and fallback options, then point a test DID at it.43VICIdial & agentsInbound + Outbound, One AgentAllow a campaign agent to receive inbound callsEnable inbound for LAB01 and make SALESDEMO available to test agent learner1.44VICIdial & agentsAgent trainingPractice the VICIdial agent call workflowPractice the agent sequence from login to disposition, including supervised transfers and callbacks.51VICIdial & agentsSuppression list configurationSet up DNC scrubbing in VICIdial: internal lists and DNC.comLoad and scope VICIdial's internal DNC list, wire up the optional DNC.com batch and inbound scrubs, and prove a specific number is actually suppressed before you trust a report.53VICIdial & agentsConnection rate optimizationOptimize VICIdial dial ratios and AMD for better connection ratesChoose explicit before/after windows, calculate defined status shares and monitor a bounded pacing change separately from the historical comparison. Use labeled audio to investigate AMD accuracy.25VICIdial & agentsCarrier comparison worksheetCompare Telnyx and Twilio for the same outbound workloadCompare equivalent trunk controls and account limits, then calculate answer fraction and average answered duration with complete fictional attempt data.61VICIdial & agentsLocal-time and territory controlsGeo-gate a VICIdial campaign: local call time, state rules and ZIP validationStop calling a number in the wrong place or at the wrong local hour by validating postal code and state at load time, then reading gmt_offset_now, local_call_time and the state and holiday tables that actually enforce the window.63VICIdial & agentsWorked integration guideReconcile pay-per-call attribution and contract eligibilityWork through nine fictional calls, expose unmatched and duplicate attribution, apply one explicit contract predicate, and export the same qualified rows used by the summary.64VICIdial & agentsDial method decisionPredictive vs power dialing: which mode fits your teamMap manual, preview, ratio and adaptive dialing to the installed VICIdial fields, then choose a controlled evaluation using call complexity, agent availability and observed outcomes. A dial-level setting is not a guarantee about abandonment.65VICIdial & agentsSeat economicsFive9 vs VICIdial: compare current seat terms and operating costsCompare a current written Five9 quote with VICIdial hosting, telephony and operating costs. The pricing examples in this article are historical and must be rechecked.70VICIdial & agentsMarket mapCloud alternatives to VICIdial: three questions before any quoteCompare cloud contact-center candidates and VICIdial using common workflow, staffing and usage assumptions and current written terms.29VICIdial & agentsTechnical-control boundaryVICIdial DNC and STIR/SHAKEN: controls, limits and legal reviewSeparate internal filtering, batch external scrubbing and outbound identity signaling; all are technical controls that still need jurisdiction-specific legal and carrier review.32VICIdial & agentsOperator evaluationVICIdial alternatives: an operator test matrix, not a rankingEvaluate any contact-center alternative against the workflows operators must actually run, with migration, audit and rollback evidence.21VICIdial & agentsVICIdial FundamentalsChoose and verify a VICIdial dispositionSelect the right disposition for a test call and verify its effect on the lead and reporting.01VICIdial & agentsProduction checklistFind why a VICIdial agent is not dialingFollow the first failed check from dialing mode to agent session, eligible work and hopper. Finish with either one verified correction or a precise, sanitized handoff for the next owner.08VICIdial & agentsAnswering-machine detectionCompare AMD results before changing a thresholdIdentify the effective arguments and their managed source, require a defined isolated replay/result contract, then reproduce a paired per-item error comparison locally.XFRVICIdial & agentsAgent operationsTransfer a VICIdial call with a supervised consultOn the reviewed Transfer-Conf interface, park the synthetic customer, consult the approved recipient, retrieve the customer and leave the three-way call only after both parties confirm audio.D01VICIdial & agentsBeginner browser checkVICIdial pauses in a background tab: a beginner’s checkUse a browser lab to understand why hidden VICIdial tabs slow down, then check the real timer settings and plan one controlled change.CCVICIdial & agentsBeginner practical guideVICIdial call count limits: stop calling the same lead too oftenChoose between lifetime, daily and rolling 24-hour limits, inspect the real switches, and work through a small attempt ledger before testing a campaign.CQVICIdial & agentsBeginner practical guideVICIdial inbound callback queue: let callers leave hold and keep their placeSet up a waiting-line callback, follow a real internal caller from the offer to the return call, and diagnose missing queue entries without creating duplicate calls.