How to Login as an eDialer Agent

With eDialer’s web phone feature, you can receive calls right in your browser — no third-party phone applications required.

NOTE: Your agent credentials will be provided by your eDialer manager or account owner.

Agent Login Steps

1. Open the agent screen in Google Chrome.

   For the best experience, always use Google Chrome to access the eDialer agent interface.

2. Click “Agent Log In.”

   You will find this button on the eDialer login page.

3. Enter your phone credentials.

   Type in the phone credentials provided to you by your eDialer manager or owner.

4. Enter your user credentials.

   Type in the username and password assigned to you.

5. Choose your campaign from the dropdown field.

   Select the appropriate campaign you will be working on for this session.

6. Allow microphone access (first-time login only).

   On your first login attempt, Chrome will display a notification at the top of the browser asking permission to use your microphone. Click Allow to enable call functionality.

7. Familiarize yourself with the eDialer screen layout.

   Once logged in, you will see the main eDialer interface. Here is an overview of the key areas:

   • Campaign ID — Displayed on the screen so you can confirm the active campaign.
   • Left panel — Main call functions — This is where your primary call controls are located.
   • Center — Customer information — This area displays the lead’s details.

     NOTE: As you receive a call, the lead information will auto-fill these fields. You may also manually edit any of these fields as needed.

   • Blue tabs — Additional tools — These tabs provide access to:
     • Script — Your call script for the active campaign.
     • Form — Custom fields for data entry.
     • SMS Messaging — Send text messages to leads.
     • Call Notes — Add notes related to the current call.
     • Google Maps — View the lead’s location.
   • Right panel — Keypad — Use this to manually dial outbound calls.
8. Make an outbound call using the keypad.

   Type the 10-digit phone number into the field just above the keypad, then click the green call button to connect.

9. Review the active call screen.

   While on a call, the interface will update to show call controls and live customer information.

10. End the call by clicking “Hangup Customer.”

    This button is located at the bottom left of the screen.

11. Submit a disposition.

    After hanging up, the disposition buttons will appear on the right side of the page. Select the appropriate disposition for the call and click Submit.

12. Use the bottom tabs for call management.

    At the bottom of the page, you will find additional tabs for:

    • Callbacks — Schedule and manage follow-up calls.
    • Call History — Review previous calls.
    • Call Logs — Detailed records of all call activity.
    • Avatar — Your agent profile and settings.