Overview of smrtDialer Setup

For a Beginner Guide to smrtDialer, click here >>

Select smrtDialer from the left hand menu, and it will open with five options in the submenu:

Campaigns are the heart of smrtDialer. This is where you set up your different lists to be called, determine how they will be called, and what will happen when specific dispositions are chosen at the completion of calls.

If you have smrtPhone Pro, Call Monitoring is available for smrtDialer calls as well as regular smrtPhone calls. Call Monitoring allows you to watch all of the active smrtDialer calls, listen in, and whisper or barge as needed.

This is where numbers who are on the Do Not Call list appear - whether they have been added through a smrtDialer disposition or manually added to the list from this section.

This is a quick link that will bring you right back to this resource library at https://docs.smrtphone.io/ to look or how-to guides or find answers to your questions.

This is where the core setup for smrtDialer will take place. In this section, you will manage your seats and user permissions.

Seats - smrtDialer is run and billed on a per-seat basis. However, these are not named seats, so you can swap users in and out depending on the schedule.

To change users from active to inactive (or vice versa) simply drag and drop their names from one column to the other.

Managing Seats will take you to an interface where you can add seats or downgrade seats, if needed.

Here is another look at how to assign seats >>

Here is information about what happens if you change your subscription level >>

Campaign Permissions - If the permissions are on, then only the Account Owner and Users with granted permissions will be able to edit or adjust campaigns. When you turn it off, anyone in a seat will be able to make changes to the campaigns.