Getting started.

What you need

• A desktop or laptop. The agent workspace needs a window at least 1024 px wide; below that it shows a "Use a desktop browser" screen instead of the softphone. The admin console works on smaller screens.
• A supported browser (see Browser and headset).
• A headset. Any headset your computer already recognises as a microphone and speaker works.
• Nothing else. The softphone runs in the browser over WebRTC: no desk phones, no plug-ins, no installs.

Create a workspace

1. 01

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   Pick a plan

   Go to /signup, or press Start free trial on /pricing. Choose Starter, Growth or Enterprise, the number of agents, and monthly or annual billing. Annual costs ten times the monthly price: two months free.

2. 02

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   Tell us who you are

   Company name, your name, your work email and a password. You become the owner of the new workspace.

3. 03

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   Accept the terms

   Tick the box to accept the Terms of Service and the Acceptable Use Policy, and to confirm you understand the dialer can't be used for emergency calls. Outbound calling stays locked until an owner has accepted the terms, so this step unlocks it.

4. 04

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   Verify your email

   We send a verification link to the owner's address. During a trial without a card, softphones switch on once the owner's email is verified. Agents you create later never need to verify anything themselves.

Trial rules

Every plan starts with a 14-day free trial.

• Up to 5 agents without a card. A card-less trial is limited to 5 seats, 300 outbound minutes, 1 phone number, calls within your home country, and no predictive dialing.
• More than 5 agents at signup, or a disposable email address, takes you to checkout to add a card. You still get the 14-day trial.
• Prices, seats and minutes are covered in Billing & usage.

What a new workspace already has

You don't start from an empty screen. Every new workspace comes with:

• The default dispositions (Sale, Interested, Callback requested, Not interested, Left voicemail, Wrong number, Do not call, Resolved, Escalated, Other, plus system codes).
• Break reasons: Lunch, Break, Meeting, Training, Coaching and Technical issue.
• A business-hours schedule, "Weekdays 9–5", in your timezone.
• A queue named Sales that rings the longest-idle agent.
• A draft business profile for caller-ID verification.

The Overview page of the admin console shows an onboarding checklist: get a phone number, create a queue, invite agents, place a test call, set calling hours, launch a campaign and, on live telephony, verify your business. Each item ticks itself off from your data.

Simulator mode

Some installations of the dialer run on a simulator instead of a carrier: for demos, evaluation and testing. The call logic is the same (queues, IVR, campaigns, dispositions, recordings, reports), but ringing, answering and audio are emulated, and no real phone ever rings. You can tell you're on the simulator because:

• the wallboard has a Simulate inbound call button, and each number's page has Simulate inbound call to this number;
• a new workspace gets one synthetic phone number straight away, routed to the Sales queue and set as the default caller ID, so you can place and receive calls in the first minute;
• recordings play back as synthetic tones.

Simulator test numbers

On the simulator, the last four digits of the number you dial decide what happens. Use these to rehearse every outcome before you go live.

Browser and headset

When an agent opens the workspace, the Start your shift card checks the browser (and lists the supported ones if it isn't), checks microphone permission, and ends with Go available. That click unlocks audio and starts the phone.

• Microphone. The browser asks for permission the first time. If it was blocked, allow the microphone for the dialer's site in the browser's site settings and reload.
• Headset and audio devices. On live telephony, the audio menu lets agents pick the microphone, speaker and ringtone device (where the browser supports device selection), set the ringtone volume and play a test ringtone.
• Network. On live telephony, Test connection measures round-trip time, jitter, packet loss and an estimated call-quality score, and marks each as pass or warn. The softphone needs HTTPS to the dialer and WebRTC media to the carrier; if a corporate firewall blocks WebRTC, the test warns.
• Keep the tab open. The workspace tab is the phone. If it loses its connection for about 75 seconds while the agent isn't on a call, the agent is set to Offline so callers aren't offered to an empty desk.

Place your first test call

1. 01

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   Open the agent workspace

   Sign in and open /agent. Owners and admins get a softphone only when Takes calls is switched on for their user in Team, which uses a seat. Or sign in as the agent you invite below.

2. 02

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   Go available

   Press Go available on the Start your shift card.

3. 03

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   Dial

   Type +1 201 555 4444 in the dialpad and press Call. On the simulator, a person answers after 3 seconds and hangs up 8 seconds later.

4. 04

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   Wrap up

   The softphone moves to wrap-up. Pick a disposition (press 1 for Sale), add a note if you like, and press Done. You're available again, and the call is listed under Calls in the admin console.

To try inbound, press Simulate inbound call on the wallboard (simulator only). The call enters the Sales queue and rings the longest-idle available agent. Answer with Answer or Alt+A.

Invite your first agent

Open Team in the admin console and press Add agent.

• Enter a name and either an email address or a username. Agents and supervisors without a work email can sign in with your workspace name and a username.
• Pick the role and the queues.
• Send an invite by email, or set a temporary password that the agent changes at first sign-in.

Each agent uses one seat. Logins, roles and seats are covered in Agents & the workspace.

Next

• Agents & the workspace: roles, username logins, seats and the softphone.
• Queues & IVR: route inbound calls.
• Campaigns: start dialing lists.
• Compliance: calling hours, DNC and consent.