Launch Your First Call
Open the dialer, handle call outcomes, and confirm first results.
What this covers
Open the dialer for an eligible campaign, run live controls, and complete calls through Wrap Up until your first successful call is verified.
When to use this
Use this after campaign creation and CSV import are complete.
Before you start
- Campaign is outbound and in a dialer-eligible state (running or paused).
- Application is active.
- You are authorized for the campaign and not already connected to another dialer campaign.
Steps
- Open /campaigns , open your campaign details, and use the dialer action.
- If the campaign is not yet dialer-eligible, use campaign actions to move it into Running or Paused state, then retry opening the dialer.
- Use agent and campaign controls as allowed by your role.
- For completed conversations, open Wrap Up and choose a Call Outcome.
- Verify first successful call in /calls : confirm the call is completed, has Wrap Up saved, and appears in list/detail results.
Validation and common errors
- Dialer can block access with messages such as "Dialer runs only outbound campaigns.", "Campaign is not running.", or "You are already connected to a dialer Campaign."
- Wrap Up requires a Call Outcome.
Notes
- Definition of done for first successful call: one connected call completed with Wrap Up submitted and visible in /calls list/detail views.
- If you see "You are already connected to a dialer Campaign.", close the other dialer tab/session, wait a few seconds for disconnect, and retry.