MANAGE
Leads & Numbers
Find leads across campaigns and assign the next owner without changing calling authority.
How to use Backend Admin
Leads & Numbers: assign leads, inspect DialXpress numbers, and review callback routing.
Campaign Setup: add clients and campaigns, assign telemarketers, and upload campaign leads.
Users & Roles: see every dialer identity, access role, telemarketer seat, and campaign assignment.
QA & Reports: score calls, download current reports, and manage scheduled delivery.
System Diagnostics: Owner/Admin evidence for services, carriers, reputation, and approved carrier changes.
Leads & Numbers
Start here for daily lead assignment and DialXpress phone-number work.
Lead administration
Find leads across campaigns and assign the next owner without changing calling authority.
| ID | Lead | Phone | Campaign | Status | Assigned | Priority | Tags |
|---|
DialXpress DID inventory
Review masked phone numbers, their assigned brand, routing, capacity, callback readiness, and current evidence.
| DID | Brand | Provider | Lifecycle | Service | Callback | Health / reputation | Capacity / sticky | Route |
|---|
Selected DID timeline
Choose a masked DID above to see assignment, lifecycle, and remediation history.
Caller ID health
See current reputation and call-volume evidence for configured outbound numbers.
Inbound callback routes
Review inbound callback delivery. Activation remains an authorized admin action.
Campaign Setup
Add a campaign under its client, choose every telemarketer who can call it, then upload that campaign's leads. Each caller sees one combined queue from all assigned campaigns.
Client and campaign management
Create a client first, then keep its campaigns together. Archiving removes a record from active work while preserving its history.
Clients
LoadingSelect a client
Campaigns appear here.Unassigned campaigns
Assign each legacy campaign once. It cannot move to another client later.Telemarketer assignments
Adding an email claims an unused, provisioned phone seat. Leave the campaign unassigned to allow sign-in while keeping Queue work blocked.
| Phone seat | Campaigns in combined queue | Last sign-in | ||
|---|---|---|---|---|
| Loading telemarketers… | ||||
Campaign script library
This editor supports legacy campaign records. Use Queue Control → Dispatch for the script published to Call Queue.
Agent schedule
Add a dated work shift for one assigned caller. Campaign calling windows remain separate.
Users & Roles
See everyone mapped to the DialXpress dialer, including your account, other administrators, telemarketers, supervisors, and auditors.
Team directory
This is a read-only access inventory. Empty phone seats are not people and do not appear here.
| Person | Role | Access | Phone seat | Campaigns | Last sign-in |
|---|---|---|---|---|---|
| Loading team… | |||||
QA & Reports
Review calls, download current operational data, and manage approved report delivery.
QA review queue
Score eligible calls and save coaching notes against the exact call record.
| Call | Agent | Campaign | Date | Duration | Recording |
|---|
Live reports
Download a current CSV from an existing report source.
Scheduled reports
Create approved recurring CSV delivery and review the next scheduled run.
System Diagnostics
Advanced Owner/Admin evidence. These tools explain system and carrier state; they are not part of normal lead assignment.
Carrier writes, paid checks, and approvals keep their existing explicit authority and confirmations.
System status
Check whether required DialXpress services and dependencies report healthy.
Allstate DOTS weekly scrub
Read-only snapshot status for the owned DialXpress Allstate suppression gate. This panel shows aggregate evidence only; list entries and credentials stay out of the UI.
Phone carrier connection
Read BulkVS account, route, and carrier execution gates. A ready read connection does not authorize a carrier write.
BulkVS Virginia DID batch staging
Review masked, exact 30-number Virginia inventory evidence after a separate confirmed provider read. Staging never purchases, reserves, routes, registers, or enables calls.
Carrier performance comparison — advanced
Compare bounded observational call evidence. This does not prove carrier causation or approve a rollout.
Caller ID reputation evidence — advanced
Set how long exact reputation evidence must be retained and who may access it. A second operator approves each draft.
Reputation registration & label review — advanced
Prepare exact-brand carrier registration and label-review batches. Independent approval and durable receipts are required; a batch never makes a number dialable.
Phone-number issue queue
Track detected DID issues and their approved remediation evidence.
Carrier change approvals
Review queued carrier changes, approvals, reconciliation, and exact outcomes.
Workspace settings
Change local display preferences and review server-backed operational flags. These controls do not change provider routing.
Operational preferences
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