Dialer integration

The following workflow outlines how to configure integration with a dialer.

Workflow

Create a phone data source

When Dialer employees login to dialers, typically a call is placed from the dialer to the employee through the PBX and a connection is established and maintained for their entire dialer login session. This call is typically called a “nailup call.” In trunk-side recording deployments, you must tap the trunks that are between the dialer and the PBXs that are used to establish these nailup calls in order to record the voice for dialer calls. You configure this by creating a Phone data source with a Trunk Side Member Group for the dialer trunks.
Create a member group

The member group represents groups/pools of extensions, or channels. For dialer integration, use the Compliance trunk span member group settings for TDM.
Create a dialer data source

Define where the dialer data is coming from. Be sure to link the dialer data source with the Phone data source created in step 1.
Create employees and add employee IDs

Map employees to extensions and data sources, and specify the type of employee seating arrangement. May be optional depending on your requirements.
Add employee mappings

Associate employees with data sources, and specify a fixed, free, or hybrid seating arrangement.
Set up Recorders
Following the appropriate workflow for your recorder type, set up the local recorder machine, in particular the voice card or NIC, database settings, call buffer, and compression.
Install and configure Archive

Set up a central archive or local archive server.