Staff Docs
Campaigns, Data Pool, Team Access, and Operations Control with button directions and screenshot slots.
Support docs that answer the operational questions first.
The support docs are the people-friendly guide for the DWS tools. Use it to sooth your frustrations if you had it with us, find the solutions to your favorite problems and bugs, and find the right pages for everything...all without bothering your favorite business solutions tech support--Or, well, before you do, anyway.
Browse By Page Group
Use the role-based pages when you want user docs and staff docs separated into the routes people actually move between.
User Docs
Dashboard, Dialer Control, Billing Records, and Payment Portal directions with visual placeholders.
Common Problems
Known error patterns, recurring bugs, report templates, and escalation directions for staff and users.
Status Page
Public status summary for page health, active problems, ETA language, and support email handoff.
Quick Answers
Short answers to the questions people ask before they need a walkthrough.
What page do platform staff use to upload CSVs for Data Pool data?
Use Campaigns. The file input is labeled Import Leads CSV. Data Pool is the place to review and export those leads after the import.
Where do I manage org memberships and team page access?
Platform staff use Operations Control for broader platform tools and Team Access for org-level memberships.
Where do customers see invoices or payment history?
Customers and users go to Billing Records. New charges and subscription actions go through the Payment Portal.
What should I check first if the dialer feels stuck?
Check whether the operator shows READY first. Browser mode now requires Chrome on desktop with a wired headset, and phone operator mode now waits for the operator to call the Twilio number inbound before prospects can rotate.
Important distinction
Import leads for dialing via /campaigns. Data Pool Access is only for filtering and downloading cold leads.
The current workflow is campaign-based. Import into the campaign. Use Data Pool to inspect or export the lead records that exist in the system.
Platform Staff Workflows
Internal workflows for owners, developers, ops, and support staff.
Import a lead CSV
Grant or update access
- Use Team Access for org memberships.
- Use Operations Control for platform-level staff and page access.
- Confirm the user can open the tool they need.
Billing references
- Use Payment Portal for charge or subscription actions.
- Use Billing Records to confirm the user-facing history view.
- Use Billing Staff Tools if you are working platform-side on docs or records.
First-level dialer triage
- Check whether the issue is browser-only or all operator modes.
- Confirm whether the operator was
READYwhen the prospect was dialed. - For browser mode, confirm Chrome desktop + wired headset and ask whether Bluetooth or a VPN was in use.
- For phone operator mode, confirm the rep clicked
Start Call, called the displayed Twilio number from the registered phone, and waited forREADY. - Ask for time, lead name, conference name, and last visible log line.
- Use Debug only when you need runtime context.
Existing staff guide
The older internal guide is still useful for migrations, page-access concepts, and route reminders.
Open guide
Help Center
Use the Help Center for public-facing answers and quick operational explanations.
Open help center
Need a deeper walkthrough?
Start from the article set before escalating to code or backend changes.
Open article index
Users and Team Leads
Plain-language direction for org admins, agents, and customers.
What you usually manage
Org admins typically handle team access for their own organization, review lead work, and direct agents to the right operational pages.
What you usually open
Agents mostly use Dialer Control and sometimes Data Pool if their page access allows it.
Billing questions
Customers use Billing Records, Invoices, Past Payments, and Payment Portal.
If a page will not open
Check whether the account has page access, whether the correct organization is selected, and whether the user is on the right route for their role.
Starter reading
Fast reminder
Users do not need access to the support docs.
These pages are intentionally public so staff can paste links into chats, tickets, or handoff notes without creating another permission barrier.
Tool Directory
Purpose, primary audience, and route references for the main pages.
Campaigns
Create campaigns, manage settings, assign teams, and import lead CSVs.
Data Pool
Browse leads, filter them, review outcomes, and export CSVs.
Dialer Control
Run manual or auto dial sessions, manage calls, and watch live runtime notes.
Team Access
Manage organization memberships, roles, and team login access.
Operations Control
Platform-level user tools, org controls, and page-access administration.
Billing Records
User-facing history page for invoices and payments already on file.
Payment Portal
Handle charges, subscription status, and customer payment actions.
Support Docs
Public documentation for answering operational questions without requiring login.
Buttons & Actions
Starter reference for the main buttons, links, and actions on the major pages. Audit the copy when the UI changes.
Audit note
This section is a literal button guide.
It covers the visible controls on the main routes. Row-level actions that only appear after data loads can vary by record, so treat this as the first-pass manual rather than the final source of truth.
Dashboard landing buttons
Payment PortalOpens the billing and payment flow.Use it for charges, subscriptions, or payment actions.
Billing RecordsOpens the billing history page.Use it when the user needs invoices or payment history already on file.
Dialer ControlOpens the live calling page.Use it for manual or auto dialing work.
CampaignsOpens campaign management.Use it to create campaigns, import leads, or assign teams.
Data PoolOpens lead review and export.Use it to filter, inspect, or export existing leads.
Campaign Management buttons
Sign In / Sign Out / Refresh SessionStarts, ends, or re-checks the account session.Use these first if the page is not loading the campaign data you expect.
RefreshReloads the campaign list for the selected organization.Use after saving, archiving, or changing the org selection.
NewClears the form to start a fresh campaign entry.Use before creating a brand-new campaign.
SaveCreates or updates the selected campaign settings.Use it after changing retry rules, buyer routing, team settings, or attaching a CSV.
Import LeadsImports the currently attached CSV into the selected campaign.Use when you need new leads inside the campaign.
ArchiveArchives the selected campaign.Use when a campaign should stop being active in normal lists.
Create Agent LoginCreates a user login, grants org-agent access, and creates the agent row.Use when adding a new caller to the campaign team.
Refresh TeamReloads the team and assignment data for the selected campaign.Use after creating an agent or changing assignments.
Select All / ClearSelects every listed agent or clears the current team selection.Use while building or reworking campaign team membership.
Save Campaign TeamSaves which agents belong to that campaign.Use after choosing the team members and optional per-agent batch sizes.
Assign Next LeadsDistributes the next set of available leads across the chosen agents.Use when you want the campaign queue split across the team.
Lead Data Pool buttons
Sign In / Sign Out / Refresh SessionStarts, ends, or re-checks the account session.Use before filtering or exporting if the table is blank or unauthorized.
Apply FiltersRuns the current search, campaign, org, status, DNC, area-code, and detail filters.Use whenever you change the filtering inputs.
ResetClears the filter state back toward the default view.Use when the results are too narrow or confusing.
Download CSVExports the current results using the chosen row count and scope options.Use when you need a filtered CSV out of the system.
Prev / NextMoves between pages of lead results.Use when reviewing large sets of leads page by page.
Live Transfer Control buttons
Sign In / Sign OutSigns the operator into or out of the dialer using account credentials.Use account sign-in when you want org-aware access instead of only the session password.
Connect Browser Audio / Disconnect Browser AudioConnects or disconnects the browser from the live conference.Use these in browser mode to manage the audio leg.
Import CSVImports a local CSV file as a dialer list.Use when you want the dialer to work from a direct file import.
Load Campaigns / Import Campaign LeadsLoads the signed-in campaign list and imports leads from the chosen campaign into the dialer list.Use when you want the dialer list to come from existing campaign data.
Refresh ListsReloads the available dialer lists.Use after importing a CSV or campaign leads.
Auto Start From SelectedStarts autodial from the row you selected in the preview list.Use when you want the next run to begin at a specific point.
Auto Jump To SelectedMoves the autodial index to the selected row without starting a new run by itself.Use to reposition the list before resuming or starting.
Start Call (Manual)Starts the operator-side conference.Use before manual calling when you need the conference up first.
Call Prospect (Manual)Dials the current prospect into the active conference.Use in manual flow when you are ready to call the lead.
Qualified (Dial Buyer)Dials the buyer or transfer destination for the current call.Use after the prospect is qualified and ready for transfer.
Hangup BuyerRemoves the buyer leg from the current conference.Use if the buyer needs to be dropped while keeping the rest of the session alive.
Drop From CallRemoves the operator from the current call.Use when the operator should leave the conference but the call should continue briefly.
Not Interested/QualifiedEnds the current prospect flow as rejected or not qualified.Use when the lead should not proceed to transfer.
Auto Start / Pause / Resume / Auto StopStarts, pauses, resumes, or stops the autodial run.Use these to control the pace of the automatic dialing workflow.
End All CallsAttempts to terminate all active conference legs for the current operator context.Use this first when the dialer feels stuck or the session needs a hard reset.
Access Admin buttons
Sign In / Sign Out / RefreshStarts, ends, or re-checks the admin session.Use before changing org memberships or creating users.
Reload OrganizationsReloads the organization selector.Use after org changes or if the wrong org list appears.
Create User + GrantCreates a new user login and grants org access in one step.Use when adding a brand-new team member.
Grant / Upsert MembershipGrants or updates org access for an existing user.Use when the login already exists and only the org membership needs to be added or changed.
Operations Control buttons
Sign In / Sign Out / RefreshStarts, ends, or re-checks the platform staff session.Use before any platform-wide admin task.
Reload OrganizationsReloads the organizations table and selector state.Use after org changes or when the list looks stale.
Save Account StatusSaves the selected organization as active or frozen.Use to freeze or restore account access.
Save Page AccessSaves the per-page access toggles for the selected login.Use after changing which tools a team member can open.
Create OrganizationCreates a brand-new organization record.Use when onboarding a new org.
Move Campaign to OrganizationMoves the selected campaign from the current org to another org.Use when a campaign was created under the wrong organization.
Create LoginCreates a new login with org role and optional platform role settings.Use when onboarding an internal or org user from the platform side.
Load Leads / Add LeadLoads the selected org's leads or adds a new lead manually.Use when checking lead availability or inserting a single lead.
Load Dialer Status / Save Dialer Minute LimitLoads dialer health information or saves the global dialer minute cap.Use for dialer limit management and runtime checks.
Save User Limit / Clear User LimitSaves or removes a user-specific dialer minute limit override.Use when one user needs a limit different from the global setting.
Load TroubleshootingLoads troubleshooting details for active conferences and runtime state.Use during incident triage.
Create API Key / Save API Key Changes / Clear API Key FormCreates, edits, or clears the managed dialer API key form.Use when managing API-based dialing access and its per-key limits.
Billing Records buttons
Sign In / Sign Out / Refresh SessionStarts, ends, or re-checks the billing-records session.Use when the page is not showing the expected records.
ShowChanges whether the page shows invoices, past payments, or both.Use to narrow the billing view to the type of record the user needs.
ReloadReloads the billing record list for the current filter.Use after sign-in or when new records were just added by staff.
Payment PortalJumps out of billing history into the active payment flow.Use when the user needs to take a billing action instead of only reading history.