Creating a dial group in RingCX
===============================
A dial group is a collection of outbound campaigns that agents can log into and dial from. Each dial group operates using a single dialing mode for all campaigns within the group, ensuring consistency in outbound calling. Before setting up your first campaign in RingCX, you need to create a dial group and set a specific [dialing mode](https://support.ringcentral.com/article-v2/Intro-to-dial-modes-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US ""). Two commonly used modes are **Preview** and **Predictive** dialing.
Note
* Agents can only be actively logged into one dial group at a time. Once logged in, they can access and dial from all campaigns within that group.
* To use different dialing modes or specific settings for different campaigns, create multiple dial groups.
Creating a dial group
---------------------
* In the [
Admin Portal
](https://service.ringcentral.com ""), click **Contact Center** , then select *Admin*. Sign in to [
RingCX
](https://ringcx.ringcentral.com/ "") and click the **Admin** tile.
* In the left navigation bar, click the **Dialing** icon, then click **Campaigns** .
* Click the **New group** button at the top right.
* Click the **Active** toggle to activate your dial group immediately.
* Type a **Group name** and **Description**.
* Select a **Dial mode** .
* For [**Preview** , **Progressive** , or **HCI**](#preview-progressive-HCI "") dial mode, select **Preview** from the dropdown and configure the relevant settings.
* [**Predictive**](#predictive "")
* [**Voice broadcast**](#voice-broadcast "")
* Click **Save**.
### Preview, Progressive, or HCI
For **Preview** , **Progressive** , or **HCI** dial modes, complete the following:
* **HCI agent type** : Only available for Preview dialing mode on Human Call Initiator (HCI)-enabled accounts. Use this setting to indicate the type of action the clicker agent assigned to this account will be taking. This setting is not available if you check the **Enable Progressive Mode** checkbox.
* *Disabled*: Disable the clicker agent workflow on your account.
* *HCI fetch*: Allow the clicker agent to fetch new leads and click to dial those leads at the pace they choose, regardless of how many agents are available to take the dialed calls.
* *HCI paced*: Allow the system to deliver leads to the clicker agent as agents become available.
* **Max leads returned** : Select the maximum number of leads an agent can receive at a time. The agent can keep the leads for one hour. The maximum number of leads you can set is 50. Not available for *HCI paced*.
* **Enable agent filter** : Enables leads with a reserved agent ID to be dialed by a specific agent. For more information, visit [Configuring agent filtering](https://support.ringcentral.com/article-v2/Configuring-agent-filtering-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US ""). Not available for *HCI paced*.
* **Require calling of fetched leads** : Require agents to call all fetched leads before being able to fetch new leads. Not available for *HCI paced*.
* **Enable list priority** : Enables list dialing based on a custom priority. Once enabled, you can use the *Priority* setting in the loaded lists table on a campaign to select the dial list order.
* **Enable progressive mode** : Turns on progressive dialing that dials leads on a one-to-one, lead-to-agent basis. Agents will be able to view the leads that will be dialed, but will not be able to choose which leads to dial or the order in which they are dialed. Not available for *HCI paced* .
* **Progressive call delay (seconds)**: Set the number of seconds that the dialer will wait once an agent has finished a call before dialing the next lead. You can choose a maximum of 120 seconds.
* **Allow lead search**: Allows agents to search for leads when dialing from any campaign within this dial group.
* **Preview dial lead search** : Allows agents to use search filters when fetching leads to dial. Disabling this feature may improve lead fetch times. Not available for *HCI paced*.
* **Allow scheduled callbacks after max passes** : Allows agents to dial leads past the maximum pass limit (set at the campaign level) if the last agent disposition was set to *Requeue = Yes*. If disabled, the maximum pass limit will be enforced regardless of a lead's request for a callback.
* **Allow scheduled callbacks after max daily passes** : Allows agents to dial leads past the maximum daily pass limit (set at the campaign level) if the last agent disposition was set to *Requeue = Yes*. If disabled, the maximum daily pass limit will be enforced regardless of a lead's request for a callback.
### Predictive
For **Predictive** dial modes, complete the following:
* **Enable absolute campaign priority**: As long as the higher priority campaigns still have active leads, dial them before any others.
* **Enable list priority** : Enables list dialing based on a custom priority. Once enabled, you can use the *Priority* setting in the loaded lists table on a campaign to select the dial list order.
* **Allow lead search**: Allows agents to search for leads when dialing from any campaign within this dial group.
* **Allow scheduled callbacks after max passes** : Allows agents to dial leads past the maximum pass limit (set at the campaign level) if the last agent disposition was set to *Requeue = Yes*. If disabled, the maximum pass limit will be enforced regardless of a lead's request for a callback.
* **Allow scheduled callbacks after max daily passes** : Allows agents to dial leads past the maximum daily pass limit (set at the campaign level) if the last agent disposition was set to *Requeue = Yes*. If disabled, the maximum daily pass limit will be enforced regardless of a lead's request for a callback.
### Voice broadcast
Note
Voice broadcast mode is only activated on an account by special request.
For **Voice broadcast** dial modes, complete the following:
* **Max ports**: Select the maximum number of ports.
* **Enable list priority** : Enables list dialing based on a custom priority. Once enabled, you can use the *Priority* setting in the loaded lists table on a campaign to select the dial list order.
* **Allow lead search**: Allows agents to search for leads when dialing from any campaign within this dial group.
* **Allow scheduled callbacks after max passes** : Allows agents to dial leads past the maximum pass limit (set at the campaign level) if the last agent disposition was set to *Requeue = Yes*. If disabled, the maximum pass limit will be enforced regardless of a lead's request for a callback.
* **Allow scheduled callbacks after max daily passes** : Allows agents to dial leads past the maximum daily pass limit (set at the campaign level) if the last agent disposition was set to *Requeue = Yes*. If disabled, the maximum daily pass limit will be enforced regardless of a lead's request for a callback.
Assigning agents to dial groups
-------------------------------
After creating your dial group, you can assign agents to the dial group. To learn about your options, visit [Assigning an agent to a dial group](https://support.ringcentral.com/article-v2/Assigning-an-agent-to-a-dial-group-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "").
Changing the dial mode
----------------------
To change the dial mode of a group:
* In the left navigation, click the **Dialing** icon, then click **Campaigns**.
* Hover over the dial group you want to edit, and click on the **Edit group** pencil icon at the far right.
* Select the dial mode you want in the **Dial mode** dropdown.
* Select the settings as appropriate for the new dial mode.
* Click **Save**.
The new dial mode and the settings you select will apply to all campaigns within this dial group.
**Additional resources**
[Intro to dial modes in RingCX](https://support.ringcentral.com/article-v2/Intro-to-dial-modes-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "")
[Intro to outbound dialing in RingCX](https://support.ringcentral.com/article-v2/Intro-to-outbound-dialing-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "")
[Assigning an agent to a dial group](https://support.ringcentral.com/article-v2/Assigning-an-agent-to-a-dial-group-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "")
[Configuring agent filtering](https://support.ringcentral.com/article-v2/Configuring-agent-filtering-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "")