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Dialer

Preview lets the agent read first

Preview, progressive, power, predictive, and TCPA manual touch, with the abandon window kept honest.

Learn it in 5 minutes

Dialer modes and pacing ยท foundation ยท 12 min full read

Preview delivers the contact and, on the product page, CRM history before the call is placed. It is the mode for conversations that need context. It does not overdial, so abandon from extra ringing lines is not the design.

The product page's Manual Touch mode goes further and removes automated dialing. Preview itself can still place the call after the agent has seen the record. Do not describe preview and TCPA manual touch as the same switch.

One preview cycleOfferThe next record isdelivered.DialerReadHistory is on screenbefore dial.AgentDialOne call goes out forthat agent.AgentConnectA live answer reachesthat agent.DialerCodeA disposition decidesthe next try.AgentNextAnother record waitsuntil an agent is free.Dialer

See the record, then one call.

Worked example

When to pick it

Name two campaigns that should be preview and one that should not.

  1. A retention save
  2. A complaint callback
  3. A huge identical reminder

The reminder is not preview.

Preview is aimed at
Preview and TCPA manual touch are
Abandon caused by extra lines is
CRM history on the product page is
A preview campaign still needs

Sources and go deeper

Ecosystem

Glossary. Direct Connect: Layer-3 handoff, full duplex, BGP failover, in the technical requirements. Technical requirements PDF

Sister technologies. Salesforce Plus adapter. Named in the technical requirements, with Lightning CTI. Package 2.46 is a dated PDF figure. Technical requirements PDF

Config. Name two campaigns that should be preview and one that should not.

Troubleshooting. The mode is power and the CRM pop never arrives before the beep. Use preview for that book.

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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