Dashboard
A navigational page for billing, dialer, campaigns, and Data Pool links accounts may be able to access.
User-facing routes with simple directions.
Use this page to find the routes you (the users, admins and agents) are most likely to open: the Dashboard, Dialer Control, Billing Records, and the Payment Portal.
User Page Map
These are the common routes a user, org admin, or agent is likely to move between during normal work.
Dialer Control
Manual and automatic calling controls, dialing activity logs, and imported lists and campaigns displayed for live transfer work.
Billing Records
Invoice and payment history that a user can review after billing actions are complete.
Payment Portal
Where you can pay for custom lead lists, data pool access, dialer access (per agent), dialing minutes.
Dashboard
The dashboard is the starting page for the typical routes you are able to access.
Payment PortalUse it for direct charges, payments, or subscription actions.
Billing RecordsOpens invoice and payment history.Use it when you need records that were already created.
Dialer ControlUse it for manual or auto dialing and call center work.
CampaignsAdmins goes here to create campaigns with imported/uploaded CSVs.
Data PoolUse access to view/export cold and previously-used in-house leads.
If your account cannot access the page when logged in...
That usually means you do not have access to the page, feature, or tool yet. Ask an org admin or email support to verify or change access.
Dialer Control
Dialer Control handles manual calls, autodial runs, list imports, browser audio, and runtime notes.
Features and useability will be modified if complained about too much. Everything loved will stay the same.
Sign In / Sign OutSigns the operator into or out of the dialer.Use sign-in when you want recognized access instead of only the session password. If your account cannot access the dialer, that means you do not have access yet. Contact org admins or email support to verify or change access.
Connect Browser Audio / Disconnect Browser AudioConnects or disconnects the browser from the conference.Use only with the browser operator type when you add browser audio to hear and communicate on calls. These buttons are hidden in Phone operator mode because the operator audio path is the phone call.Browser type may have lower qaulity compared to other operator types based on the browser your using (e.g. Edge, Chrome, Opera...), browser permissions to use audio, and computer CPU.
Importing & Refreshing Campaign Leads / Uploading CSV Leads / Load CampaignsLoads the prospect list into the dialer.Either upload and import a csv that includes phone numbers, select a campaign, or manually enter a phone number before trying to dial. Platform staff may need to enter an Organization ID before loading campaigns.The dialer will not work without phone numbers to dial.
Auto Start From Selected / Auto Jump To SelectedStarts from or jumps to the selected row.Use when auto dialing and the dialer should begin at a specific prospect.
Start Call (Manual) / Call Prospect (Manual)Starts the operator conference and dials the prospect.Use these in manual flow when you are controlling each step yourself.
Qualified (Dial Buyer) / Hangup BuyerDials the buyer/transfer number for live transferring the call to another number.Hanging up the buyer/transfer number will keep the prospect on the line with you, and remove the buyer/transfer number.
Drop From Call & Not Interested/QualifiedAfter transfering prospect, dropping the call will take you off the line, and leave the buyer and prospect call going. Pressing Not Interested/ Qualified will process as a rejection and hang up you and the prospect.
Auto Start / Pause / Resume / Auto StopControls for auto dialing.Use these to start, pause, continue, or stop automatic calling.The actions will take affect after the current call or call being dialed.
End All CallsAttempts to terminate all active calls running in the background for the current operator.Use this first when the dialer feels stuck. If there is still a problem, email support
What to capture if something breaks
Copy the activity log and email us the link of the page in question, copy the logs, and (optional) send some screenshots for possibly a faster conclusion.
Billing Records
Billing Records shows invoices and past payments that already exist in the account history.
Sign In / Sign Out / Refresh SessionUse to see previous payments made via payment portal and to download previous purchases. If empty, email support: your account either has none or the billing page for your account has not been updated yet.
ShowChanges whether invoices, payments, or both are visible.Use it to narrow the page to the record type the you want to view.
ReloadReloads the billing history list for the selected filter.Use after signing in or after staff added records.
Payment PortalNavigation to the payment portal.Use it when you need to pay billing.
Best distinction
Billing Records is the history page. Payment Portal is the action page.
Payment Portal
The payment portal page takes a direct payment amount and sends you (the user/purchaser) to the secure payment Stripe checkout.
Other payment options will be added in future versions of this software.Payment AmountLets the user set the charge amount before checkout.Use to enter the amount your paying.
Continue To Secure Paymentbegins the secure checkout flow using Stripe.
Support emailShows the support address on the page.Use it if payment flow guidance or billing help is needed.
Important note
The buttons within the Stripe checkout is not controlled by DWS, but Stripe the payment processor. If there's a problem, we'll wait for a response from them and inform you what's going on.
