Glossary

Preview dialing

Agent sees lead info before the call is placed; agent triggers the dial.

Preview dialing shows the agent the lead's information before any call is placed. Agent reviews, then clicks to initiate.

In VICIdial: Dial Method = MANUAL or MANUAL_DIAL_ALL.

When to use

  • B2B sales where context matters per call
  • High-value accounts where pre-call research is valuable
  • Compliance-heavy outreach where you need to confirm consent before dialing

Trade-off

Slowest of the dial methods. Volume drops to ~50-100 calls/agent/day from 300-500 in predictive. But quality + compliance posture is highest.

Related