Registration
Regulators worldwide are tightening phone number rules in response to misuse, security concerns, and limited number supply — requiring proof of who is using a number and where. Compliance is shared across the chain: customers, end users, and providers must each ensure numbers are used according to the regulations of their issuing country.
Business information required for verification is collected during onboarding. If any details are missing, go to Settings > Numbers and should display a warning banner. By clicking Complete Now, it redirects to the Organization Profile page to complete the missing fields.
Alternatively, navigate to your Avatar > Organization Profile and click Complete Business Details.
Number Status Icons
Cart (blue): Ready to buy. Verification's done, so clicking opens the Buy Numbers form.
Clock (grey): Under review. The submission is sitting with our carrier partner. Not clickable, and it clears on its own, no action needed from us or them.
Page with up arrow (blue): Needs documents uploaded, for Australia and Germany numbers. Paperwork hasn't started yet; clicking opens the upload form.
Clipboard with pen (blue): Needs the registration form filled in, for UK numbers. No documents involved, it's an in-app form; clicking opens the registration form.
Page with "!" (red): Submission was rejected. Our carrier partner rejected what we sent; clicking reopens the modal showing the specific reason. Can be rejected more than once, each time on different grounds.
Page with pen (amber): Business details missing or incomplete.
Spinner (grey): Still checking eligibility. Resolves in a second or two.
Buying Numbers
Buying numbers requires an approved business verification for Click2Dial. Once submitted, the approval process typically takes up to 5 business days, though it may take longer depending on the request. The purchase option becomes available only after verification is approved.
Navigate to Settings > Numbers and click the 🛒 icon next to your target country.
Fill out the required fields and select Buy [x] Number.
Allocating Numbers
Manage Click2Dial numbers by filtering the list by Capability > Voice (Manual).
To assign a number to an agent, click the desired number’s row-level ellipsis (⋯) and select Assign Number. Choose an agent (only users with the Account Type Lite Agent or Core Agent as seen on Settings > User Management will appear) and click Assign.
You can use the same steps to re-assign to another agent.
Click the Unassign an agent to free up the number.
Click Release the number entirely to remove it from your organization's account.
Note: Release Number is temporarily disabled while we finalize billing for Click2Dial usage. If you've accidentally made a purchase during this time, reach out to Support.
Installing the Extension
Note: Extensions cannot be added if you are browsing in Incognito mode or as a guest.
1. Open the Chrome Webstore.
2. Search for Dialer.io or navigate directly to the extension URL.
3. Click Add to Chrome.
4. A confirmation dialog box will appear. Click Add extension.
5. Once added, click the puzzle icon to the right of your Chrome address bar and pin the Dialer.io extension to your toolbar for quick access.
Logging in and Set-up
1. Open the pinned Dialer.io extension and click Sign in.
2. If you are not already logged into Dialer.io, a new browser window will prompt you to log in to your account.
3. The extension will request access to your microphone. Click Allow microphone access.
4. Select your preferred microphone from the browser prompt and choose Allow while visiting the site.
Using the Click2Dial Feature
To resize the dialer interface, simply drag any corner of the extension window.
To view your assigned phone number or sign out, click the avatar icon in the top right corner.
Making Calls
Dialing: You can manually enter a phone number using your computer keyboard or the on-screen keypad.
Click2Dial: You can click on any recognized phone number on a webpage to automatically trigger a call.
Call States:
Ringing: While the call is connecting, the extension will display "Ringing" and the Dialer icon in your toolbar will show a yellow ring indicator.
Connected: Once answered, a call timer will display. The toolbar icon will change to a green call indicator. During the call, you can use the on-screen buttons to mute/unmute, use the keypad for DTMF tones, or hang up.
Receiving Calls
When you receive an inbound call, the extension will display the caller's number and "Ringing". You can answer by clicking the green call button or decline by clicking the red hang-up button. The toolbar icon will change from yellow ring to green call indicator.
Important: There's no limit to the number of inbound calls you can receive, but the extension shows a maximum of 3 pending wrap-ups at a time. If you have more than 3, the remaining calls won't appear until you disposition one. Outbound calling is only available again once all pending wrap-ups are cleared.
Recent Calls
To view your call history, click the Recent Calls button at the bottom of the dialer. To return to the dial pad, click the Keypad button.
Managing Call Notes and Dispositions
Adding Call Notes
You can type notes in the "Notes" field both during and after your call. These notes are automatically saved when you set the call disposition.
To view saved notes later, go to Dialer > Reporting > Dials, locate the call, click the row-level ellipsis (⋯) icon, and select Call Notes.
Setting a Disposition
After a call ends, you must select a call outcome (disposition).
Enter a keyword in the Search bar or scroll through the dropdown list to find the correct outcome.
Click Set disposition.
Important: You cannot make another outbound call while you have a pending call waiting for a disposition. During this time, the Dialer extension icon will show a blue ACW (After Call Work) indicator. You have up to one hour to select an outcome; after an hour, the system will automatically default it to "No Disposition".