👤 Profile & Navigation
Profile Menu (Top Right Corner)
Access your Settings or Log Out from here.Home Button
Takes you straight back to your personalized homepage.Main Sections:
Payments – Manage your balance and subscriptions.
Dialer – Where you’ll handle all your calling needs.
💳 Payments
Top Up
Reload your wallet with one click:
Preset amounts: $250, $500, $1000
Or enter a custom amount.
After selecting, click Confirm Top Up to add funds.
Balances
Check your current balance and see your recent transactions:
Click Show Transactions to view:
Transaction type
Date
Amount
Funding source
Use filters at the top for a tailored view.
Manage Subscription
Here, you can:
View account details
Cancel your subscription
Update your payment method or billing info
Access your invoice history
🔙 Click Home when you’re done to return to your dashboard.
🎯 Dialer Features
Skills Setup
To start selling:
Go to Skills
Name your skill: e.g., Medicare States or Life States
Choose the skill type
Add your licensed states by clicking States
Click Save Changes
✅ These skills determine where and what you can sell — more on this in Agent Settings.
Dialer Dashboard
On your homepage, you’ll see:
Daily performance breakdown
Your 7-day Compliance Score
Left Sidebar:
Agent Performance
Calls (Dropdown)
Voicemail
Queues
Call Cap Overview
Agent Settings
Agency Settings
🎨 Theme (bottom left)
Top Right:
Your current Status (Default: Offline)
Your Profile
Click your status to update it.
Statuses:
Offline – Inactive and not receiving calls.
Available – Ready to receive and make calls.
Follow Up – Wrapping up a previous call.
Paused – Taking a break.
Customer Support – Only receiving personal calls.
Also available:
Audio Settings – Configure and test your input/output.
Dial Pad – Make outbound calls to consumers.
View your direct callback number here too.
📊 Agent Performance
Filter performance by date range.
See a detailed summary at the bottom.
📞 Calls Dropdown
Includes:
Analysis – Call totals: outgoing, incoming, billable, CPA
Monitoring – Review and download past calls:
Use filters to narrow your view
Click the 📄 info icon for call details
Click the ⋮ menu to download recordings
Compliance – See your score breakdown by category (TBA)
Need help? Click Open Academy for tips to improve
📬 Voicemail
Missed a call? Find voicemails here:
View the call date and number
Click the information icon to listen or download
🧩 Queues
Select the type of calls you want to receive:
Filters: Raw, Screened ACA, Final Expense, Medicare Advantage
(All available in English & Spanish)
After joining a queue, you can:
Leave Queue
Edit Queue – Change settings:
View cost and buffer time
Enable Cap Settings:
Cap by total calls or billable calls
Or dynamically cap by CPA: Close Rate or Cost Per Sale
📈 Call Cap Overview
Get detailed insights into:
Which queues are capped
What filters are applied
⚙️ Agent Settings
Claim your EnrollHere Dialer Number — this is what consumers will call you back on.
Options:
Local number (by area code)
State-based number
Toll-Free (888) number
Set call behavior:
Forward to a number
Send to voicemail
Customize your voicemail message
Licensed States will appear at the bottom.
These are tied to your Skill names from the Skills section.