Explore WorkDial smart dialer

The WorkDial smart dialer is your Salesforce-native calling workspace. It helps you manage calls, track performance, and stay connected to your team.

Home section

Provides a snapshot of call performance, displaying Total Calls, Answered, Missed, Transferred, and Conference Calls specific to your activity.

Key features:

• Status Filter: set availability (Available, Busy, Offline).
• Time Filter: filter insights by custom time ranges.
• View Complete Dashboard: open detailed analytics with advanced filters.

Phone section

The main dialer interface for calling operations.

Key features:

• Object Filter: search records or type phone numbers to see matching Salesforce records.
• CTI Number Filter: choose the assigned business number for outbound calls.
• Country Code Selector: pick the correct country code before dialing.
• Dialpad: enter numbers and start calls.
• Recent Calls: quick access to the last 20 calls.
• Settings: configure Auto Answer, Skip Business Hours for Call Forwarding, Offline Routing Number, post-call panel preference, and bell notification preference. See Call settings for the full list.

Batch Calling section

Run outreach by calling multiple leads or contacts sequentially from predefined lists. Manage list status (Active or Inactive) and monitor progress. See Batch calling setup and usage for the full guide.

Call Logs section

View all call logs including inbound, outbound, missed, and transferred calls, with filtering, search, and sort capabilities by user, date, or status.

Team Online section

View team members’ active status and make calls to team members.

Voicemails section

Access incoming voicemails with playback and filtering options for quick follow-up.