Preview and manual dialing

Do this

1. On the ready screen, look for a card named after your campaign: you choose who to call. It appears only when the campaign is a preview or manual one. See dialing modes.
2. Click Get the next person.
3. Read the card: name, state, phone number, and Not called before. or Called 2 times before.
4. Click Dial to call, or Skip to pass.
5. If No one can be called right now shows, click Check again later.

One person at a time

You hold at most one person. The card says Held for you for a number of seconds. The hold lasts 60 seconds by default.

• If you click Get the next person again while holding someone, you get the same card. A double click never burns a person.
• If you neither dial nor skip in time, the person goes back to the campaign and you see The person you were holding went back to the campaign. They are tried again in 60 seconds and the hold does not count as an attempt.
• If you hold a person from another campaign, you see You are already holding a person from another campaign. Dial or skip them first.

Skip

Skip gives the person back. It does not count as a call. They are not offered to you again for 5 minutes. You then get a new card.

When Dial is refused

The dial is checked against the same rules as every other call. If it fails, a red box gives the reason:

You see	What to do
This number is on a do-not-call list, so it cannot be dialed.	Skip. It never gets dialed.
We have no record of this person agreeing to be called, so they cannot be dialed.	Skip.
The record of this person agreeing to be called is too old. Get fresh consent before calling.	Skip. Tell your supervisor.
It is outside the hours this person may be called where they live. Try again when their day starts.	Skip. Try again later.
It is outside the calling hours set for this campaign, in this person’s local time. Try again later.	Try later.
This person has already been called as often as is allowed today. Try again tomorrow.	Skip.
We cannot tell where this person lives, so we cannot tell when it is safe to call.	Skip. Tell your supervisor.
There is no caller ID to call from. Tell your supervisor.	Tell your supervisor.
All phone lines are busy. Try again in a moment.	Wait and click again.
The phones are not answering. Try again in a moment.	Wait and try again.
The safety checks are not answering, so no one can be dialed right now. Try again in a minute.	Wait a minute.

The full list is in dial check reasons. Other messages you may see:

• {Campaign} is not running right now, so nobody can be dialed. The campaign is paused or stopped.
• The dialer did not answer. Try again.

After a refusal you go back to Get the next person. The person is handed back by the system.

Manual dialing rules

• You can dial only the person the card gives you. You cannot type a free number on the desk.
• Time-of-day rules apply to you exactly as they do to automatic dialing.
• When the call answers, you are connected directly, with no bot first.

Not yet

The numbers behind these rules (calling hours, time-zone tables) are starter values awaiting review by counsel. Phone calls in this build run on a simulator. See simulated versus real.