Outbound dialer selection worksheet
Compare manual, preview, progressive, power and predictive dialing against context needs, pacing and operating controls.
For outbound operations leaders and telephony owners.
Complex callbacks and a broad campaign need different pilots
- 01Separate high-context callbacks from routine campaign work.
- 02Test manual or preview handling for the callbacks and candidate paced modes for the campaign.
- 03Use equivalent contact data and inspect preparation, connections, dispositions and follow-up.
What to capture in your worksheet.
Mode
Dialing mode under evaluation.
Work fit
Reason to test it for this campaign.
Context requirement
What the agent needs before a connection.
Operating control
Pacing or availability question to demonstrate.
Pilot evidence
What to inspect before selecting the mode.
Filled example: adapt these choices to your operating policy.
| Mode | Work fit | Context requirement | Operating control | Pilot evidence |
|---|---|---|---|---|
| Manual | Individual or context-heavy follow-up | Agent reviews the request before dialing | Agent initiates each attempt | Inspect preparation and follow-up ownership |
| Preview | Preparation before proceeding with the next contact | Required customer and request context | Demonstrate preview and proceed behavior | Check preparation time and record accuracy |
| Progressive | Sequential outbound work with agent availability | Essential context ready for the next contact | Confirm how availability controls attempt progression | Inspect availability transitions and outcomes |
| Power | Campaign work requiring configured dialing pace | Context presented at the appropriate point | Demonstrate actual pacing and agent handling | Inspect connection outcomes and permitted controls |
| Predictive | Campaigns where predictive pacing is appropriate | Context and staffing ready for connections | Review pacing behavior and applicable restrictions | Inspect unanswered or unmatched connections and recovery |
Download blank CSVDownload filled example CSV
Open in your spreadsheet editor and adapt the values. These files document a plan; they are not a native Voz360 import format.
Complex callbacks and a broad campaign need different pilots
- 01
Separate high-context callbacks from routine campaign work.
- 02
Test manual or preview handling for the callbacks and candidate paced modes for the campaign.
- 03
Use equivalent contact data and inspect preparation, connections, dispositions and follow-up.
- 04
Agree the mode only after confirming staffing, controls and applicable outreach obligations.
Implement the workflow with Voz360.
Voz360 supports manual, preview, progressive, power and predictive outbound dialing. Confirm package inclusion, provider scope and the controls appropriate to each campaign.
Explore the relevant capability →Acceptance tests before rollout.
Agent becomes unavailable
Demonstrate how the chosen mode responds to availability.
Connection has no ready agent
Inspect actual handling and the approved recovery policy.
Campaign requires detailed preparation
Agent can access the required context before the relevant action.
Record actual evidence, an accountable owner and an agreed result for each test. Sample outcomes describe acceptance criteria, not measured product results.
Record your demonstration results →Before you use the template
Which outbound dialer is always best?
There is no universal choice. Evaluate request complexity, preparation, staffing, permitted pacing and actual connection outcomes in a representative pilot.
Can I use this file to configure Voz360 automatically?
No. Use it to agree the process and scope the configuration with your implementation team. Confirm package inclusion, integrations and provider dependencies separately.
Illustrative planning worksheets from the Voz360 Editorial Team, based on the product owner's confirmed feature scope. Adapt roles, policies and values to your operation. These files do not configure Voz360 or establish regulatory compliance. Validate the proposed workflow and provider dependencies during implementation. Updated 26 October 2026. No independent specialist endorsement is claimed.
See this workflow in Voz360.
Bring your completed worksheet and one difficult exception. Review the configuration and evidence with the team.