Overview
The Web Dialer provides:- Browser-based calling: No phone hardware required
- Twilio integration: Uses Twilio Client SDK for WebRTC calls
- SIP Trunk support: Route calls through SIP domains
- Call recording: Automatic recording of all calls
- Contact integration: Automatic contact lookup during calls
- Department routing: Support for department-based call handling
- Real-time status: Live call status and duration tracking
Accessing the Web Dialer
Navigate to Web Dialer
From your dashboard, go to Dashboard → Web Dialer
You must have OTP verification and KYC verification completed to access the dialer.
Allow Microphone Access
When prompted by your browser:
- Click Allow to grant microphone access
- This is required for making and receiving calls
- Permission is saved for future sessions
Web Dialer Interface
The Web Dialer interface includes:Main Components
- Phone Number Input: Enter the number to call
- Call Button: Initiate outbound calls
- Hang Up Button: End active calls
- Status Display: Shows current connection status
- Call Timer: Displays active call duration
- Contact Info Panel: Shows caller information for inbound calls
- SIP Trunk Selector: Choose SIP Trunk for routing (if enabled)
Status Indicators
- Ready: Connected and ready to make/receive calls
- Calling: Outbound call in progress
- Ringing: Incoming call alert
- In Call: Active call connected
- Disconnected: Call ended
- Error: Connection or call error
Making Outbound Calls
Enter Phone Number
In the phone number field:
- Enter the complete phone number with country code
- Format:
+1234567890 - Include the
+prefix
Select Provider (Optional)
If you have multiple providers:
- Select the provider from the dropdown
- Or use your default active provider
Select SIP Trunk (Optional)
If SIP Trunks are enabled:
- Choose a SIP Trunk from the dropdown
- Calls will route through the SIP domain
- Leave blank to use standard Twilio routing
SIP Trunk routing may offer cost savings and additional routing options.
Click Call
Click the Call button to initiate the call:
- Status changes to “Calling”
- Wait for the recipient to answer
- Call timer starts when connected
Conduct Your Call
During the call:
- Speak normally into your microphone
- Use headphones to avoid echo
- Monitor call timer
- Take notes if needed
Receiving Inbound Calls
The Web Dialer can receive incoming calls when you’re logged in.Ensure Dialer is Active
Keep the Web Dialer page open and active:
- Browser tab should not be closed
- Microphone permissions enabled
- Status shows “Ready”
Set Agent Availability
Navigate to Dashboard → Inbound Call (Dialerpad):
- This marks you as available for inbound calls
- Incoming calls will route to your Web Dialer
- System tracks your availability status
Incoming Call Alert
When a call arrives:
- Browser plays ring tone
- Status changes to “Ringing”
- Caller information displays (if available)
- System shows contact details if in database
Answer Call
The call connects automatically or:
- Click Answer button
- Call timer starts
- Contact info panel shows caller details
Handle the Call
During the inbound call:
- View contact information in the panel
- See caller name, phone, email, etc.
- Access call history for this contact
- Take notes or update contact info
Using SIP Trunks with Web Dialer
If SIP Trunks are enabled, you can route calls through SIP domains.Enabling SIP Trunk Dialing
Verify SIP Trunk Configuration
Ensure:
SIP_TRUNK=YESin environment configuration- At least one active SIP Trunk configured
- SIP Trunk authentication is set up
- Test connection is successful
Select SIP Trunk
In the Web Dialer interface:
- Look for SIP Trunk dropdown (appears when enabled)
- Select your desired SIP Trunk
- SIP Trunk info panel displays configuration details
SIP Trunk Call Flow
When using SIP Trunk routing:- You enter phone number and click Call
- System retrieves enhanced token with SIP Trunk data
- Twilio Client connects using SIP domain
- Call routes through SIP Trunk domain instead of regular Twilio number
- Call connects to destination
Benefits of SIP Trunk Calling
- Cost efficiency: Potentially lower per-minute rates
- Flexibility: Multiple routing options
- Department routing: Calls can be tracked by department
- Scalability: Support for multiple SIP domains
Call Controls and Features
Call Timer
The call timer shows:- Active call duration in MM:SS format
- Starts when call connects
- Resets after call ends
- Used for billing and reporting
Contact Information Display
During calls, the system automatically:- Searches contacts by phone number
- Displays matching contact information
- Shows contact name, email, country, profession
- Displays “No caller data found” if no match
Call History Logging
Every call automatically creates:- Call history record with duration
- Call status (answered, no answer, busy, failed)
- Call recording URL (if enabled)
- Cost calculation
- Timestamp and date
Department-Based Routing
The Web Dialer supports department-specific calling.Access Department Dialer
Navigate to Dashboard → Dialer → [Department Name]Replace
[Department Name] with your department slugAudio Quality Settings
For optimal call quality:Hardware Recommendations
- Microphone: USB headset or built-in laptop mic
- Speakers: Headphones (strongly recommended to avoid echo)
- Internet: Minimum 100 kbps upload/download per call
- Browser: Latest Chrome, Firefox, or Edge
Browser Settings
Chrome
Chrome
- Go to
chrome://settings/content/microphone - Ensure microphone access is allowed for your domain
- Select correct microphone device
- Test microphone levels
Firefox
Firefox
- Go to
about:preferences#privacy - Scroll to Permissions → Microphone
- Click Settings next to microphone
- Allow access for your domain
Edge
Edge
- Go to
edge://settings/content/microphone - Allow microphone access
- Select your microphone device
- Test audio levels
Network Requirements
- Bandwidth: 100+ kbps per concurrent call
- Latency: Under 150ms recommended
- Jitter: Under 30ms for best quality
- Firewall: Allow WebRTC and Twilio domains
Call Recording
All calls are automatically recorded when enabled.Recording Settings
- Recording mode:
record-from-answer-dual - Format: Saved as audio file
- Storage: Linked in call history
- Access: Available in call history details
Accessing Recordings
Find Call Record
Locate the call in your history:
- Search by date
- Filter by phone number
- Sort by duration or cost
Ensure you comply with local laws regarding call recording and customer notification.
Best Practices
Audio Quality
Audio Quality
- Always use a headset to prevent echo
- Use USB headset for better quality than Bluetooth
- Test audio before important calls
- Ensure quiet environment
- Close bandwidth-heavy applications during calls
Call Preparation
Call Preparation
- Review contact information before calling
- Prepare call script or talking points
- Have CRM or notes ready
- Check account balance before calling
- Test dialer connection at start of shift
Professional Conduct
Professional Conduct
- Introduce yourself clearly at call start
- Speak clearly and at moderate pace
- Use professional language
- Take notes during calls
- Update contact records after calls
Technical Reliability
Technical Reliability
- Use wired internet connection when possible
- Keep browser updated to latest version
- Close unnecessary browser tabs during calls
- Monitor call quality indicators
- Have backup calling method ready
Troubleshooting
No Microphone Access
No Microphone Access
Problem: Cannot make calls, microphone errorSolution:
- Check browser permissions for microphone
- Reset permissions in browser settings
- Try different browser
- Check if another app is using microphone
- Restart browser
- Test microphone in system settings
Cannot Connect to Dialer
Cannot Connect to Dialer
Problem: Dialer shows disconnected or error statusSolution:
- Verify provider is configured and active
- Check Twilio credentials in provider settings
- Ensure sufficient account balance
- Clear browser cache and reload
- Check network connectivity
- Verify firewall allows WebRTC traffic
Poor Audio Quality
Poor Audio Quality
Problem: Choppy audio, echo, or distortionSolution:
- Use headphones instead of speakers
- Switch to wired internet connection
- Close bandwidth-heavy applications
- Reduce number of active calls
- Check network speed (run speed test)
- Try different audio device
Calls Not Connecting
Calls Not Connecting
Problem: Calls fail or disconnect immediatelySolution:
- Verify phone number format (+[country code][number])
- Check account balance is sufficient
- Verify provider phone number is active
- Test with different phone number
- Check for hourly quota limits
- Review Twilio console for errors
SIP Trunk Not Available
SIP Trunk Not Available
Problem: SIP Trunk dropdown doesn’t appearSolution:
- Verify
SIP_TRUNK=YESin configuration - Check at least one SIP Trunk is active
- Ensure SIP Trunk permissions for user
- Clear cache and reload page
- Check browser console for JavaScript errors
Inbound Calls Not Received
Inbound Calls Not Received
Problem: Not receiving incoming callsSolution:
- Navigate to Dialerpad to set availability
- Ensure Web Dialer page is open and active
- Check agent availability status
- Verify provider number is configured for inbound
- Check department routing settings
- Review queue status if calls are queuing
Keyboard Shortcuts
Speed up your workflow with keyboard shortcuts:| Action | Shortcut | Description |
|---|---|---|
| Focus number input | Ctrl + K | Jump to phone number field |
| Start call | Enter | When number field is focused |
| Hang up | Ctrl + H | End active call |
| Mute/Unmute | Ctrl + M | Toggle mute (if supported) |
Keyboard shortcuts may vary by browser. Check browser-specific documentation for WebRTC shortcuts.
Related Resources
SIP Trunk Setup
Configure SIP Trunks for web dialer calling
Creating Campaigns
Create automated calling campaigns
Departments & Agents
Set up department-based routing
Managing Contacts
Organize contacts for easier dialing