Readymode Help Center

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

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

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Managing Callbacks 3

• About Callbacks
• Handling Callbacks
• Agent Dialer Settings

Users 10

• About Users
• User Management
• User Settings
• User Permissions
• User Roles

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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

Folders 4

• About Folders
• Creating Folders
• Managing Resources in Folders
• Share 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

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

Reports 2

• About Reports
• Reporting Webinar

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