Operational playbooks

Pick your vertical. Real configs from real teams.

How collections shops, lead-gen agencies, B2B sales floors, healthcare outbound, and political fundraising operations configure managed VICIdial. Plan sizing, carrier choice, compliance shape, recording retention, the common mistakes that cost the most. Concrete tables — no marketing fluff.
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vicifast — playbook
Debt collection · 60 agentsFDCPA-aware
PlanGrowth · 4 vCPU · 8 GB
CarrierBandwidth (outbound) + Twilio (DIDs)
TCPA scrubBlacklist Alliance · per-trunk
Recording retention7 years · S3 offsite
ComplianceFDCPA · state right-to-cure list

Concrete tables per vertical. Same machine, different defaults.

6verticals covered
40sdeploy on any of them
BYOcarrier · compliance · CRM
Sameplatform underneath each

Published playbooks

Operational shortcuts for the verticals we have shipped depth for.

Each playbook covers plan sizing, carrier choice, compliance shape, recording retention, and the common mistakes that cost the most. Written by people who have run that vertical, not by marketers.

Don’t see your vertical? Talk to us — the platform is the same managed VICIdial for any outbound + inbound shape; the playbook is what we have not written down yet.

Built for these floors

Same platform, six different playbooks.

Plan sizing, carrier choice, compliance posture — different per vertical. Pick yours for the operational shortcut.

See every vertical →

What every playbook covers

Same outline. Different defaults per vertical.

Plan sizing

Agents per server, peak concurrent calls, headroom assumptions. We tell you when you outgrow Growth and need Scale, and when Dedicated actually pays off.

Carrier choice

Which SIP carrier we recommend for the vertical and why. Inbound DID provider vs outbound origination. Per-vertical IP-auth vs user-auth patterns.

Compliance shape

TCPA / FDCPA / state-by-state regs that change how you configure the dialer. Per-trunk Blacklist Alliance scrub, recording retention, consent script timing.

Common mistakes

The 3-5 things we have seen kill conversion or trigger compliance pain in this vertical. With the operational fix, not just the warning.

Same VICIdial. Different defaults per vertical.

Get a dedicated VICIdial server in 40 seconds. Free for 7 days while you validate the playbook against your floor.