SmartDialTech Documentation
Use these guides to understand setup requirements, campaign workflows, live dialer controls, and common troubleshooting paths.
Start with a 2-minute platform walkthrough
Watch the short SmartDialTech demo before your first setup. Then follow the quick-start journey below to create your account, configure your first Application, and launch your first call.
Getting Started
Your first-call setup journey, from registration through launch.
Account & Access
Manage sign-in, profile settings, and role-based access boundaries.
Applications & Twilio Setup
Configure applications, credentials, and application-level users.
Campaigns
Create, manage, and control campaign lifecycle and access.
Call Lists (CSV)
Upload and validate CSV call lists for campaign dialing.
Dialer & Live Operations
Open the dialer and run campaigns with live controls.
Calls, Wrap Up, and Recordings
Work call records, wrap up outcomes, and recording views.
Dashboards & Results
Review campaign metrics and exported outcomes.
Troubleshooting
Resolve common setup, import, dialer, and call issues.
Glossary
Definitions for SmartDialTech terms used in documentation.