How to switch a VICIdial campaign to predictive dialing

Switching a campaign from click-to-dial over to predictive dialing is not a big project — it is a handful of fields on one screen. The trick is setting them in the right order and knowing what each one does so you do not point a hot dialer at a list it cannot handle. Here is the walk-through.

Open the Campaign Detail screen

Go to the campaign you want to convert and open its Detail view. The Basic view hides most of the predictive fields, so you have to be in Detail to do this at all. If you only see Basic, you need the Campaign Detail permission flipped on for your own user account first — that is a common stumbling point, and it is set on your user record, not the campaign. Before you flip the method, jot down the campaign's current settings so you have a clean fallback if the new pacing does not suit your list.

Set the dial method

Change the dial method to ADAPT_TAPERED. That sets your dial level to 1.0 automatically and will not let it drop below 1.0 while this method is active. From now on the dialer owns the dial level — you cannot type a value by hand unless you tick the ADAPT OVERRIDE box.

Set the safety and pacing fields

Work down these in order:

• Available Only Tally — leave it on N for normal predictive work. Set Y only for very long pitches or when you want extra protection against dropping calls, since it dials only for agents who are truly free.
• Drop Percentage Limit — set 3% to match the US tcpa compliance ceiling, or lower if you want more cushion. A dropped call is one the carrier shows as answered that never reached an agent.
• Maximum Adapt Dial Level — a starting 3.0 is fine; raise it only if your channels and agent count support it. Roughly four lines per agent is efficient if your carrier can carry the volume.
• Latest Server Time — enter your stop hour, like 2100 for 9PM. ADAPT_TAPERED uses this to decide how strict to be as the shift winds down.

Leave Adapt Intensity Modifier at 0 to start; a positive number dials more aggressively, a negative one more gently. If you keep brushing your drop limit, set the Dial Level Difference Target to -1, which targets one free agent and tends to pull drops down. More on that lever in how to lower your VICIdial drop rate.

Start it and watch the real-time screen

Log an agent in, let the phone ring, and click RESUME to start the dialer. Then open the VICIdial Real-time screen to watch the live dial level, dialable leads, calls placed, and dropped calls. Predictive pacing averages recent performance, so do not panic if it takes 15 to 30 seconds to settle after a sharp swing. It also needs more than one or two agents to behave — the wider context is in our dialing strategies guide. When you are ready to size a server for this kind of volume, check the pricing page.