What is the Progressive Dialer?

The Progressive Dialer feature enables agents to choose from various calling lists, which can be sourced from different CRM integrations or uploaded directly. Agents can then start dialing users from these lists, with options to add notes, set call dispositions, and use voicemail drop capabilities. For help with creating a Dialing List, please refer to the following articles:

• Creating a CRM-based Dialing List in 1stream
• Creating a CSV-based Dialing List in 1stream

Using the Dialer Job in the 1stream Client

In order for agents to utilize the dialer job, they must activate the job in their 1stream client. Prior to activating the dialer job in the 1stream desktop application, we recommend that call agents set up a Voicemail Drop prior so that calls that result in a voicemail prompt can be moved through quickly and more time can be spent with live answers from the dialer job.

1. Open 1stream.
2. Click on the User Items icon.
   
3. Select the Dialer Jobs option, the My Dialer Jobs pop-up will appear.
   
4. Click on a checkbox in the Active column to activate the desired dialer job.
   
5. Click the circled X icon to exit the pop-up.

Calls will then start dialing out for the assigned agents. 

Pausing the Dialer

If the agents in the dialer job are needing to pause the dialer job as its operating, they can click on the dialer job icon to pause where they are in the dialing order and their place will be held until they click the icon to un-pause in 1stream. 

- The dialer option when it is active

- The dialer option when it is inactive

Disposition Window

If you click on the Blue dialer icon, you'll pop up the disposition window to log a disposition and/or note for your previous call.

This window is where you'll find your Send Follow Up Email button for after a call, or Drop Voicemail button during the call.