Dialler overview
The Dialler is CXGear’s human calling workspace. Use it when a person — not automation — should speak with the customer.
What the dialler includes
Section titled “What the dialler includes”- Agent desk — presence, extension, click-to-dial from project leads
- Configuration — provider → trunk → DIDs → call routes
- Calling lists — project-scoped batches for preview dialing (no spinner required)
- Call records (CDR) — completed calls with disposition and recording references
- Inbound floater — answer/decline from the browser; audio on the desk phone
Who should use it
Section titled “Who should use it”Install Dialler CRM from Modules (admins). Assign the Agent or Supervisor role plus an extension under Manage users.
Telephony prerequisites
Section titled “Telephony prerequisites”Configure under Dialler → Configuration before going live.
- Providers are pluggable — see Dialler providers (Asterisk, Twilio, Exotel, … share one webhook + IVR model).
- Recording is typically configured on the provider; CXGear stores
recording_refon CDR.
Leads come from project data tables. Predictive / channel re-churn lives in Outreach spinners.