☀Solar DialerCall Center

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☀ Solar DialerCall Center
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Agent workspace

Dial

JJarrenAdmin
PausedChoose campaigns, then press Ready.

Call result

Waiting

Select a result to show its next step.

CampaignsLoading campaigns…
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Transcript

A saved transcript appears here after a recorded call is processed.

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☀

Your workspace is ready

Select campaigns and press Ready. The lead profile, call result, and live tools appear when a call connects.

✓
Loading campaigns…Reading available campaigns

Current lead

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SolarProfile data
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Lead list

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NameLocationSourceCampaignStatusLast contactedOwnerEdit
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Campaigns

Configure leads, agents, scripts, caller IDs, and results.

Step 1 of 3

Upload a CSV

Choose the lead file. Common columns are matched automatically.

No file selected

Step 2 of 3

Choose where the leads go

The CSV becomes a reusable lead list. Assign it to any campaigns now, or use it again later.

Assign to existing campaigns
Select as many as you want. Existing campaigns keep their own call history and settings.
Column matching and source details

Choose which CSV column contains the phone number.

Reusable listOne upload can feed several campaigns. Importing or creating a draft campaign never starts dialing.

Step 3 of 3

Review before importing

—Ready to import
—Duplicates skipped
—Invalid rows
—DNC skipped
!

No leads have been added yet.
This step creates the selected destination and imports the usable rows atomically. It never starts dialing.

✓

Import complete

The leads were added. No calls were started.

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Weekly dial schedule

Add enough campaign time to meet the weekly target.

DateCampaignStartEndHours

Campaign hours

Scheduled time must stay inside these editable campaign windows.

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Callbacks

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Queue

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Call logs

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Date & timeLeadAgentCampaignDurationResultRecording
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Audio connects when dialing starts.

Details

Details

✓

Saved.