What is Vanillasoft Auto Dialing? – Vanillasoft

Vanillasoft’s Auto Dialing automates outbound calling by removing manual number entry and supports two modes, progressive and preview, to maximize outreach and boost productivity.

How Auto Dialing works

Auto Dialing pulls the next contact from your queue and initiates the call so you spend more time talking and less time dialing. Your team can set rules for record order, define wrap-up workflows, and use Result Codes to drive follow-ups, route work, trigger automations, and improve reporting. To fine-tune what happens after each call, adjust your Quick Result Call list and select the right dialing behavior in your Dialing Profile so the queue moves the way you expect.

Dialing modes

Progressive dialing: Progressive mode automates the calling process by dialing the next assigned contact automatically. This helps reduce the time between calls, allowing you to connect with more contacts more efficiently. Note that you will need to manually end each call in this mode.
Preview dialing: In Preview mode, you have control over when to initiate the call by clicking the phone icon next to the contact’s number. This setting allows you to review detailed information about the contact, ensuring you are well-prepared before starting the conversation.
Project Default: Setting your dialing mode to Project Default means your calls will adhere to the default settings specified in the project’s Dialing & Recording configuration. This could be either Progressive or Preview, depending on the project-wide setting.

What you need before you start

A supported calling setup. If you use VS Connect, confirm your environment meets the System and Network Requirements, then Install VS Connect and set it as your default dialer.
Clear queue logic and result codes. Consistent result use ensures the next record moves to the right agent at the right time.
Compliance basics. If you capture consent or manage opt-outs, align your process with company policy and local regulations. For post-call email follow-ups, configure Email Templates or schedule messages with Drip Campaigns.

Setup basics

Confirm your desired Dialing Configuration settings.
Choose a dialing mode that fits your goal: progressive for speed and consistency or preview for context and preparation.
Place a few test calls to validate audio, caller ID, and wrap-up flow. If you use VS Connect, verify that click-to-dial opens VS Connect and completes the call.
Train agents on result codes, wrap-up notes, and when to switch modes for specific lists.

Best practices

Keep lists clean by removing invalid numbers and duplicates.
Use short wrap-up times in progressive mode to avoid idle queue time.
Use preview mode for appointments, renewals, and enterprise accounts where personalization matters.
Review performance weekly and adjust list order, retry rules, and result mapping.

What to do next

New to click-to-dial with VS Connect? Start with Set VS Connect as your default dialer.
Need consistent follow-ups after calls? Create Email Templates and schedule messages with Drip Campaigns.
Managing large lists? Tune routing and pacing with features such as Routing Options, Rule Based Routing, Intellective Routing, and more.

See Auto Dialing in Action

Have questions or want pricing guidance for your team? Talk to Sales for more information.

See Vanillasoft in a live walk-through and learn how Auto Dialing fits your workflow, improves connect rates, and gives managers clearer performance visibility.

Get a Free Live Demo