Admin Guides
Comprehensive tools for managing users, routing, and dialing operations.
26 articles
User Management
Explains how to add, update, or manage agent accounts, teams, and staff permissions.
How to Invite Users to the EnrollHere DialerAdd new users to the EnrollHere platform by completing the onboarding form with the required account and licensing details.
Adding an Agent to a Team and Restricting Admin AccessAdmins can organize agents by teams and control admin visibility using tags, ensuring proper management access and team structure.
How to Change an Agent's Status in the DialerFollow these steps to update an agent’s status from the dashboard.
Temporarily Disabling and Re-Enabling an Agent in the DialerShow you how to temporarily disable an agent in the Dialer to prevent them from going available, and how to re-enable them when needed.
How to Set a Password for a Staff MemberSet or update a users password for login when magic link authentication isn’t sufficient.
Updating Agent Skill Routing (Adding States)Admins can manage an agent’s skill routing by adding or removing licensed states, ensuring accurate lead and call distribution.
How to Configure Dialer PermissionsDialer permissions control what agents and employees can access or manage. Use this guide to customize access by role.
Routing & Queues
Covers creating queues, setting up routing rules, and configuring voicemail for smooth call flows.
How to Add an Agent to a Queue in the EnrollHere DialerAssigning agents to queues ensures they receive the right calls based on campaign routing. There are two ways to add an agent to a queue.
How to Set Up Queue VoicemailsThis guide explains the two main ways to configure voicemail for queues.
Creating a DID TransferAdmins can create a DID transfer to route calls to external numbers
Campaign Management
Details how to build and manage queue, campaigns, add scripts, and schedule appointments across the agency.
Adding a Script in the DialerAdmins can create custom call scripts to guide agents and ensure consistent communication.
Managing Appointments Across the AgencyAs an admin, you have full visibility and control over all appointments scheduled within your agency.
How to Run an Outbound Calling CampaignCampaigns help organize outbound calls by assigning lead lists, controlling call order, and tracking results.
Managing Dispo StatusesCreate, edit, and assign dispo statuses for queues and campaigns.
Editing a Call Disposition in the DialerAdmins can update the disposition of a call to reflect accurate outcomes and improve reporting.
Monitoring & Coaching
Provides tools for supervisors to track agent status, monitor calls, coach live, and access call recordings.
Understanding Agent Status Monitoring & ManagementUnderstanding these states ensures efficient call routing and helps identify operational or technical issues.
Call Monitoring, Coaching & Intervention ToolsThis guide explains how admins can use call monitoring tools to support agents live and enhance customer interactions
How to Remove an Agent from a CallFollow the steps below to remove an agent from a live call.
Access Your Call RecordingsTo locate, listen to, or download call recordings in the Dialer:
Settings & Compliance
Includes call caps, CPA targets, permissions, and reporting to keep operations compliant and efficient.
How to Configure Agency SettingsFollow the steps below to customize settings for your agency’s dialing experience.
How to Block CallsAdmins can block unwanted calls by assigning leads to a blocked list and applying it in call routing to control who enters the queue.
How to Unblock LeadsAdmins can remove leads from their suppression lists (Do Not Call/DNC, Suppression, Blocked Leads) so they are no longer prevented from entering queues.
Guide to Dynamic Call Caps and CPA Targets in the EnrollHere DialerThis guide explains what call caps are, how they interact with CPA targets, and how to configure them effectively.
How to Set Call Caps for Agencies, Queues, and Individual AgentsCall caps allow you to control call volume across your organization. You can apply limits at the agency, queue, or individual agent level.
Why do call metrics and compliance data sometimes show discrepancies?
Integrations
Shows how to connect EnrollHere with external tools.
GoHighLevel Integration GuideConnect your EnrollHere Dialer with GoHighLevel to streamline lead management, automate call syncing, and enhance your workflow.