Making an outbound call using dialer modes in
RingCX
======================================================================================================================
RingCX
provides three main outbound dialer modes: Preview, Progressive, and Predictive. Your admin assigns you to a dial group that uses one of these modes.
**Preview dialer**: Helps you prepare for calls by letting you review customer details before dialing. You control when to dial each customer.
**Progressive dialer**: Keeps you productive by automatically dialing one customer at a time after a preset review time set by your admin.
**Predictive dialer**: Maximizes your talk time by dialing multiple customers at once and connecting you to live answers.
Where are you accessing RingCX?
## RingCX in the RingCentral app
Making a call with a preview dialer using
RingCX
in the
RingCentral
app
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
If your campaign is set up to use a preview dialer, you can review customer details (such as name, contact information, past call history, and notes) before placing a call.
* Sign in to
RingCX
in the [RingCentral app](https://app.ringcentral.com "").
* In the left navigation menu, click **Agent**.
* Click the **Start Working** button.
* Under **Session info** in the top right, select your dial group.
* If you don't have this option, then your dial group may have been assigned by your admin.
* In the top menu, click **Dialing**.
* Click **Get leads** to load your customer list. Select a lead from the list.
* Your admin determines if you need to dial all fetched leads before getting more or if you can choose which leads to dial.
* Click the lead's name or number to review details about the lead and any available scripts.
* To place the call, click the phone number under the lead's name.
Note
You can click **Manual pass** in the top right, if your admin has enabled this option, to assign a disposition to a lead without calling the lead.
* If the customer has multiple numbers, select the one you want to dial. Already attempted numbers appear greyed out.
* To end the call, click the **Hang up** button.
* You can also end the call by using the hang up button in the script (if available) or submitting your disposition.
* After you submit your disposition, you can review the next lead on your list or fetch more leads by clicking **Get leads**.
Making a call with a progressive dialer using
RingCX
in the
RingCentral
app
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
If your campaign is set up to use a progressive dialer, the system automatically dials the next customer after a preset review time set by your admin. You must be in the *Available* state for Progressive campaigns.
* Sign in to
RingCX
in the [RingCentral app](https://app.ringcentral.com "").
* In the left navigation menu, click **Agent**.
* Click the **Start Working** button.
* From the top menu, click **Dialing**.
* Click **Start dialer**.
* RingCX will fetch your leads. After you select a lead, you'll see a countdown timer before dialing begins. Use this time to review the lead's details and script.
* When the timer ends, the system dials the number automatically.
* To end the call, click the **Hang up** button.
* You can also end the call by using the hang up button in the script (if available) or submitting your disposition.
* After you submit your disposition, the system will move to the next lead on the list. If the list has been completely worked through, it will fetch another list of leads.
## RingCX standalone
Making a call with a preview dialer in the
RingCX
standalone app
----------------------------------------------------------------------------------------------------------------------------------
If your campaign is set up to use a preview dialer, you can review customer details (such as name, contact information, past call history, and notes) before placing a call.
* Sign in to the [RingCX standalone app](https://ringcx.ringcentral.com/ "").
* Click the **Agent** tile.
* In the **Session information** screen, select your dial group and click **Continue** .
* If you don't have this option, then your dial group may have been assigned by your admin.
* Set your agent state to *Available*.
* In the left navigation bar, click the **Dialing** icon.
* Click **Get leads** to load your customer list. Select a lead from the list.
* Your admin determines if you need to dial all fetched leads before getting more or if you can choose which leads to dial.
* To review details about the lead and any available scripts, click the lead's name.
* To place the call, click the phone number under the lead's name.
Note
You can click **Manual pass** in the top right, if your admin has enabled this option, to assign a disposition to a lead without calling the lead.
* If the customer has multiple numbers, select the one you want to dial. Already attempted numbers appear greyed out.
* To end the call, click the red **Hang up** button.
* You can also end the call by using the hang up button in the script (if available) or submitting your disposition.
* After you submit your disposition, you can review the next lead on your list or fetch more leads by clicking **Get leads**.
Making a call with a progressive dialer in the
RingCX
standalone app
--------------------------------------------------------------------------------------------------------------------------------------
If your campaign is set up to use a progressive dialer, the system automatically dials the next customer after a preset review time set by your admin. You must be in the *Available* state for progressive campaigns.
* Sign in to the [RingCX standalone app](https://ringcx.ringcentral.com/ "").
* Click the **Agent** tile.
* In the **Session information** screen, select your dial group and click **Continue** .
* If you don't have this option, then your dial group may have been assigned by your admin.
* Set your agent state to *Available*.
* In the left navigation bar, click **Dialing**.
* Click **Start dialer**.
*
RingCX
will fetch your leads. After you select a lead, you'll see a countdown timer before dialing begins. You can use this time to review the lead's details and script, or you can click **Dial** before the timer has run down.
* When the timer ends, the system dials the number automatically.
* To end the call, click the **Hang up** button.
* You can also end the call by using the hang up button in the script (if available) or submitting your disposition.
* After you submit your disposition, the system will move to the next lead on the list. If the list has been completely worked through, it will fetch another list of leads.
Making a call with a predictive dialer in the RingCX standalone app
-------------------------------------------------------------------
If your campaign is set up to use a predictive dialer, the system dials multiple numbers at once and connects you when a live customer answers. You must be in the *Available* state for Predictive campaigns.
* Sign in to the [RingCX standalone app](https://ringcx.ringcentral.com/ "").
* Click the **Agent** tile.
* In the **Session information** screen, select your dial group and click **Continue** .
* If you don't have this option, then your dial group may have been assigned by your admin.
* Set your agent state to *Available*. RingCX will start dialing leads automatically.
* When a call connects, the customer's details and script appear on your screen.
* To end the call, click the **Hang up** button.
* You can also end the call by using the hang up button in the script (if available) or submitting your disposition.
* After you submit the disposition, the next live call connects automatically.
* If a customer has multiple numbers, the dialer tries each one until a call connects or all options are attempted.