Welcome to the Readymode Getting Started Checklist.
Follow these foundational steps to configure your system and begin dialing in approximately 45 minutes. Each module features a video walkthrough and direct access to comprehensive Support Guides for in-depth technical details.
Quick Navigation
Getting Started Essentials
1 Logging In
What you'll learn
- How to log in with your unique URL and credentials
- How to choose the right login mode for your role
2 Setting Up Agent User Profiles
What you'll learn
- How to create a new user profile
- The basic permissions required for calling
3 Uploading Leads into Readymode
What you'll learn
- How to prepare your lead file (correct format)
- How to map lead fields properly
- How to create a campaign after upload
Support Guides
→ Full 5-Step Import Guide4 Playlist - General Set-Up
What you'll learn
- How to edit or create a playlist
- How to assign users for dialing
- Setting priority levels for multiple playlists
Support Guides
→ Playlist configuration guide5 Playlist - Advanced Settings
What you'll learn
- Optimizing dialing speed
- Adjusting machine detection
- Applying time restrictions
Support Guides
Refer to the configuration guide in Step 4 for advanced technical details.
6 Dialpad Features & Manual Dialing
What you'll learn
- How to access the Readymode dialpad
- How to manually dial phone numbers
- Overview of dialpad features
Support Guides
→ Manual Dialing Article7 Ordering Phone Numbers (DIDs)
What you'll learn
- How to order phone numbers
- Routing inbound calls correctly
- Configuring caller ID auto-rotation
Support Guides
→ Ordering Phone Numbers Guide8 Training for your Agents
What you'll learn
- Creating a Readymode Academy account
- Accessing agent-specific training courses
Support Guides
→ Readymode Academy Overview9 License Management
What you'll learn
- How to add or manage licenses
- Understanding license types and usage
Support Guides
→ License Enforcement ArticleFurther Customizing the Dialer
10 Customizing Call Results
What you'll learn
- Accessing call results settings
- Customizing results and direct lead actions
Support Guides
→ Managing Call Results Article11 Customizing Agent’s Script
What you'll learn
- How to create a custom call script
- Assigning scripts for agent use
- Using dynamic scripting in real-time
Support Guides
→ Step-by-step scripting article12 Customizing Inbound Queue
What you'll learn
- How to configure inbound queues
- Controlling call distribution logic
- Setting up personalized voicemails
Support Guides
→ Configuring Queues Article13 Customizing Availability Modes
What you'll learn
- Creating and modifying availability modes
- Configuring settings for agent visibility
Support Guides
→ About Availability Modes Article14 Customizing Campaigns
What you'll learn
- Adjusting campaign settings for team requirements
Support Guides
→ Configuring Campaigns Article15 Managing Lead Files
What you'll learn
- Accessing lead files within campaigns
- Understanding key lead data points
- Managing files to track agent progress
Support Guides
→ Documentation on lead filesWas this article helpful?
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