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Knowledge base
Getting Started
Welcome to Readymode
10
About Readymode
Getting Started Resources
Getting Started Checklist
Using Readymode
System Requirements
View all 10
Billing
3
About the Billing Portal
Billing FAQ
License Management and Enforcement
Client Portal
3
About the Client Portal
Managing your Readymode Account
Using the App Garage
Making Calls
Calling Leads
6
Making Calls using the AI Dialer
Making Calls using the Cold Call App
Using Availability Modes
Using Call Results
Using Prerecorded Messages
View all 6
Using the Dial Pad
7
About the Dial Pad
Manual Dialing
Internal Dialing
Transferring Calls
Merging Calls
View all 7
Managing Callbacks
3
About Callbacks
Handling Callbacks
Agent Dialer Settings
Managing Users
Users
10
About Users
User Management
User Settings
User Permissions
User Roles
View all 10
Managing Leads
Leads
7
About Leads
Importing Leads: Overview
Importing Leads - Step 1: Prepare a Lead File for Import
Importing Leads - Step 2: Upload a Lead File for Import
Importing Leads - Step 3: Field Mapping for Import
View all 7
Lead Profiles
4
About Lead Profiles
Creating Lead Profiles
Managing Lead Profiles
Displaying Origin Details on Lead Profiles
Queues
6
About Queues
Creating Queues
Configuring Queues
Assigning Members to a Queue
Configuring Queue Members
View all 6
Playlists
4
About Playlists
Creating Playlists
Configuring Playlists
Removing Playlists
Campaigns
4
About Campaigns
Creating Campaigns
Configuring Campaigns
Managing Lead Files in Campaigns
Dialer Settings
4
About the AI Dialer
Managing DNC Rules
Configuring Consent/Opt-In Timeframe
Managing Background Dialing Speed
Cold Call App
1
About the Cold Call App
Working with Folders
Folders
4
About Folders
Creating Folders
Managing Resources in Folders
Share Settings
CRM Settings
Availability Modes
4
About Availability Modes
Creating Availability Modes
Configuring Availability Modes
Managing Availability Modes
Call Results
5
About Call Results
Creating Call Results
Configuring Call Results
Managing Call Results
Using Call Result Categories
CRM Fields
5
About CRM Fields
Creating Custom CRM Fields
Configuring CRM Fields
Managing CRM Fields
Using Variables
Do Not Call (DNC) List
3
About the DNC List
Reviewing the DNC List
Managing the DNC List
Outbound Email
3
About Outbound Email
Configuring Outbound Email
Managing Outbound Email
Profile Tabs
2
About Profile Tabs
Configuring Profile Tabs
Scripts
4
About Scripts
Creating Scripts
Configuring Scripts
Managing Scripts
Templates
4
About Email Templates
Creating Email Templates
Configuring Templates
Managing Templates
Third-party Verification (TPV)
4
About TPV Hotkeys
Creating a TPV Hotkey
Configuring TPV Hotkeys
Managing TPV Hotkeys
VOIP Settings
About VOIP
2
About VOIP
Configuring VOIP Settings
Interactive Voice Response (IVR)
4
About Interactive Voice Response (IVR)
Creating Interactive Voice Response (IVR)
Configuring Interactive Voice Response (IVR)
Managing Interactive Voice Response (IVR)
Phone Numbers and Caller ID
4
About Phone Numbers and Caller ID
Ordering Phone Numbers
Managing Phone Numbers
Caller ID Settings
Reporting
Reports
2
About Reports
Reporting Webinar
Automations, Apps and Integrations
Automated Tasks
3
About Automated Tasks
Creating Automated Tasks
Managing Automated Tasks
Callback Manager App
2
About the Callback Manager App
Using the Callback Manager App
Integrations
1
About Integrations
Merchant Processing App
3
About the Merchant Processing App
Billing Configuration for the Merchant Processing App
Using the Merchant Processing App
Risk Management App
1
Risk Management App
Readymode-IQ
5
About Readymode-IQ
DID Reputation Module
Call Cadence (Playlists) Module
Readymode-IQ: Campaigns User Guide
Readymode-IQ: Dispositions User Guide