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Guides

Dialer.io Basics

10 articles
A Manager's Guide to Using the Dialer.ioLearn how to monitor agent activity, hold them accountable, and solve common issues by using reporting tools and understanding key metrics.
How to Log In to Five9Learn how to log in to Five9, enter your Station ID, and restart your station.
Mastering the In-App DialerLearn how to use the integrated dialer and its features.
Understanding DispositionsLearn what dispositions are available and their definitions.
Understanding Lead Management in Dialer.ioLearn how preview dialing works, how lead prioritization improves contact rates, and best practices for efficient outbound calling.
Understanding the Basics of Ready state and Agent PortalLearn about Ready (Voice, VM) state and the features of the Agent Portal.
Understanding Dialing ScheduleLearn how dialing schedule works.
System RequirementsA Guide for Optimal Performance
Getting Started with Click2DialPurchasing and allocating phone numbers requires Owner or Manager role permissions. If you do not have these permissions, you will not be able to use the Click2Dial feature.
How to transfer to External Numbers?Learn how to transfer calls to an external number.
Dialer Help Center