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Outbound

Profiles filter the list the agent sees

Lists, profiles, penetration versus vertical, resets, and the guardrails around time and detection.

Learn it in 5 minutes

Outbound lists ยท practice ยท 12 min full read

Campaign profiles filter and sort lists, control agent pop-ups, and manage disposition counts. They also override defaults such as the ANI. One campaign, one profile. Workflow rules can swap the profile.

A filter on the profile changes which rows are eligible. It does not change list penetration versus vertical. That choice is the list dialing mode on the campaign.

A filtered morning listFilterThe profile keepstoday's time zone orAdminAssignAdvanced mode attachesthat one profile.AdminModePenetration walksnumber1 across theDialerSkipRows the filter excludednever dial.DialerSwapA workflow can changethe profile at noon.AdminANIThe caller ID followsthe profile override.Dialer

Both touch the list. They do different jobs.

Worked example

Two mornings

Write a profile that would dial only one segment.

  1. Name the filter
  2. Assign it in Advanced mode
  3. Leave the dialing mode on the campaign

The mode and the filter are on different objects.

A profile filter and vertical dialing are
How many profiles on one campaign?
Caller ID override lives on
A workflow rule can
Pop-up windows in the agent UI are

Sources and go deeper

Ecosystem

Glossary. CRM SDK: The path for a CRM that is not a named Plus adapter. APIs and SDKs

Sister technologies. Five9 ITSP. One of three SIP stories. The others are your ITSP to Five9 SBCs, or a gateway. Technical requirements PDF

Config. Write a profile that would dial only one segment.

Troubleshooting. A workflow was supposed to swap profiles. Add the workflow or assign the afternoon profile in Advanced mode.

Cross-platform bridge. A mapping to another PBX or contact center is a teaching bridge. It is not an import button.

Future hook. The guide's cloud endpoint stays unset. Confirm before relying on a dated catalog or a case-study number.

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