Platform overview

One console for calling, SMS, CRM, and automation

DialFlows replaces desk phones, spreadsheets, and disconnected tools with a browser workspace built for high-volume contact centers.

  • WebRTC softphone with Android gateway failover
  • Omnichannel SMS inbox and campaign tools
  • Built-in CRM with click-to-call on every record
  • Visual IVR builder and workflow automation
One console for calling, SMS, CRM, and automation

50+

Platform capabilities

10

Product modules

Browser

Native agent workspace

24/7

Automated routing

Calling

Browser softphone with PSTN gateway failover

Agents place and receive calls via WebRTC. Outbound routes through Android gateways when PSTN is required.

  • Click-to-call from CRM records
  • Live call monitoring for supervisors
  • Recordings with AI transcription
Browser softphone with PSTN gateway failover
Messaging

Omnichannel SMS inbox and campaigns

Unified conversations, templates, bulk campaigns, and delivery analytics in one inbox.

  • Two-way SMS threads
  • Template library with variables
  • DNC guard on outbound lists
Omnichannel SMS inbox and campaigns
CRM

Leads, deals, and customers built in

Full pipeline CRM with timeline history tied to every call and message.

  • Kanban deal boards
  • Lead source tracking
  • Customer detail with communication history
Leads, deals, and customers built in
IVR

Visual auto-attendant builder

Drag-and-drop IVR with queues, transfers, voicemail, and business-hours branching.

  • Queue dashboards with SLA alerts
  • Supervisor whisper, barge, monitor
  • After-hours routing rules
Visual auto-attendant builder
Devices

Android gateway fleet management

Provision devices, manage SIMs, group gateways, and configure failover policies.

  • Device health monitoring
  • SIM inventory tracking
  • Failover groups across regions
Android gateway fleet management
Operations

Live wallboards and analytics

Real-time visibility into queues, agent status, call volume, and SLA performance.

  • Supervisor wallboard view
  • Call logs with disposition codes
  • Analytics dashboards
Live wallboards and analytics
By role

Built for every seat in the org

Agents, supervisors, admins, and executives each get the tools they need — without separate products.

Agents

  • Browser softphone
  • SMS inbox
  • Click-to-call CRM
  • Disposition codes

Supervisors

  • Wallboard
  • Monitor/whisper/barge
  • Queue SLA alerts
  • Live call list

Admins

  • IVR builder
  • User & role management
  • Business hours
  • Integrations

Executives

  • Analytics dashboards
  • Campaign reports
  • Audit logs
  • Multi-company view
84+ platform capabilities

Everything your contact center needs — in one console

Filter by category to explore DialFlows calling, messaging, CRM, IVR, automation, and ops tooling.

Showing 84 capabilities
callCalling

WebRTC softphone

Browser-based dialing with device picker, mute, hold, and DTMF — no desk phone required.

WebRTC softphone
callCalling

Click-to-call

One-click outbound from CRM leads, contacts, and customer records.

Click-to-call
callCalling

Dial pad

Full on-screen keypad for agents with live status and call controls.

Dial pad
callCalling

Live call widget

Persistent in-app call bar so agents never lose the conversation while navigating.

Live call widget
callCalling

Call logs & detail

Searchable history with recordings, dispositions, and linked CRM timeline events.

Call logs & detail
callCalling

Call dispositions

Structured outcomes after every hang-up to keep reporting and workflows accurate.

Call dispositions
callCalling

Gateway PSTN failover

Route outbound/inbound through Android GSM gateways when carriers or WebRTC paths fail.

Gateway PSTN failover
smsMessaging

SMS conversations

Threaded inbox for two-way SMS with assignment and conversation history.

SMS conversations
smsMessaging

Omnichannel agent inbox

Unified inbox for messaging channels agents already use day to day.

Omnichannel agent inbox
smsMessaging

SMS templates

Reusable message templates with consistent brand voice across the team.

SMS templates
smsMessaging

SMS campaigns

Bulk outreach with campaign tracking, delivery visibility, and audience lists.

SMS campaigns
smsMessaging

Campaign analytics

Delivery and engagement visibility per campaign so marketing can iterate fast.

Campaign analytics
smsMessaging

WhatsApp-ready hooks

Integration points for WhatsApp Business alongside native SMS workflows.

WhatsApp-ready hooks
groupsCRM

Leads pipeline

Capture and qualify inbound interest with owner assignment and activity history.

Leads pipeline
groupsCRM

Lead detail timeline

Every call, SMS, and note on the lead record in one chronological feed.

Lead detail timeline
groupsCRM

Deals kanban

Visual deal stages with drag-and-drop movement across your sales process.

Deals kanban
groupsCRM

Customers

Account-level customer records linked to conversations and call history.

Customers
groupsCRM

Customer 360

Single customer view with contacts, deals, and communication context.

Customer 360
groupsCRM

Contacts directory

Searchable contact book with import and click-to-call from every row.

Contacts directory
groupsCRM

Contact import

CSV import to seed contacts quickly without manual data entry.

Contact import
account_treeIVR & Routing

Visual IVR builder

Drag-and-drop auto-attendant flows with menus, transfers, and prompts.

Visual IVR builder
account_treeIVR & Routing

Routing rules

Skill-, time-, and priority-based rules that send callers to the right queue.

Routing rules
account_treeIVR & Routing

Queue dashboard

Live queue depth, wait times, and agent availability in one operations view.

Queue dashboard
account_treeIVR & Routing

Business hours

Schedule open/closed hours with after-hours greetings and alternate routes.

Business hours
account_treeIVR & Routing

Department routing

Route by department so sales, support, and field teams stay separated.

Department routing
account_treeIVR & Routing

After-hours handling

Voicemail, SMS, or IVR paths when no agents are scheduled.

After-hours handling
boltAutomation

Workflow builder

Trigger → action chains for missed calls, SMS, campaigns, and CRM events.

Workflow builder
boltAutomation

Missed-call SMS

Automatically apologize and recover missed inbound callers via text.

Missed-call SMS
boltAutomation

Lead auto-create

Turn calls and messages into CRM leads without agent busywork.

Lead auto-create
boltAutomation

Slack notifications

Push call and workflow events into Slack channels your team already watches.

Slack notifications
boltAutomation

Outbound webhooks

POST events to your own systems when calls, SMS, or deals change.

Outbound webhooks
boltAutomation

Campaign dispositions

Log outcomes and pause dialers automatically when contacts answer.

Campaign dispositions
devicesDevices

Android gateway fleet

Manage GSM gateway devices for PSTN connectivity at scale.

Android gateway fleet
devicesDevices

Device groups

Group gateways by site, SIM pool, or failover priority.

Device groups
devicesDevices

Device health detail

Signal, SIM, and online status per gateway with actionable detail pages.

Device health detail
devicesDevices

SIM management

Track and assign SIMs across the fleet for field operations.

SIM management
devicesDevices

Failover groups

Automatic handoff between gateways when a device or carrier drops.

Failover groups
monitoringLive Ops

Supervisor wallboard

Real-time agent and queue KPIs for floor supervisors.

Supervisor wallboard
monitoringLive Ops

Live calls monitor

See active calls across the org and jump into coaching when needed.

Live calls monitor
monitoringLive Ops

Whisper / barge

Coach agents mid-call without leaving the DialFlows console.

Whisper / barge
monitoringLive Ops

Call recordings

Secure recording library with playback tied to call detail records.

Call recordings
monitoringLive Ops

Operations hub

Central ops console for queues, alerts, and day-of contact center health.

Operations hub
monitoringLive Ops

SLA breach alerts

Surface wait-time and answer-rate breaches before customers churn.

SLA breach alerts
admin_panel_settingsAdmin & Security

Multi-tenant companies

SuperAdmin management of multiple companies in one DialFlows deployment.

Multi-tenant companies
admin_panel_settingsAdmin & Security

Roles & permissions

Fine-grained role-based access for agents, supervisors, and admins.

Roles & permissions
admin_panel_settingsAdmin & Security

Departments

Organize users and routing boundaries by department.

Departments
admin_panel_settingsAdmin & Security

Notification preferences

Per-user alert preferences for calls, SMS, and workflow events.

Notification preferences
admin_panel_settingsAdmin & Security

Compliance & DNC

Do-not-call and compliance tooling built into outbound workflows.

Compliance & DNC
admin_panel_settingsAdmin & Security

Privacy controls

GDPR-oriented export and delete workflows for account data.

Privacy controls
analyticsAnalytics

Analytics dashboard

Call volume, answer rates, and channel performance in one view.

Analytics dashboard
analyticsAnalytics

AI transcription

Speech-to-text summaries to speed QA and coaching reviews.

AI transcription
analyticsAnalytics

Agent desktop KPIs

Personal and team metrics surfaced where agents already work.

Agent desktop KPIs
analyticsAnalytics

Queue performance

Wait time, abandon rate, and service level by queue.

Queue performance
analyticsAnalytics

Campaign performance

Reach and conversion signals for SMS and outbound programs.

Campaign performance
callCalling

Agent desktop

Purpose-built workspace for agents with CRM context beside every live call.

Agent desktop
callCalling

Hold & transfer

Warm and cold transfers between agents, queues, and external numbers.

Hold & transfer
callCalling

Call notes

Capture structured notes during or after the call and sync them to CRM.

Call notes
smsMessaging

Delivery receipts

Track SMS send status so campaigns and workflows know what landed.

Delivery receipts
smsMessaging

Conversation assignment

Route SMS threads to the right agent or team with clear ownership.

Conversation assignment
smsMessaging

Auto-reply templates

Instant acknowledgement replies when agents are busy or offline.

Auto-reply templates
groupsCRM

Activity timeline

Unified feed of calls, SMS, notes, and stage changes on every record.

Activity timeline
groupsCRM

Owner assignment

Assign leads and deals to agents with visibility for supervisors.

Owner assignment
groupsCRM

Deal stage automation

Move deals when calls connect or campaigns convert — less manual updates.

Deal stage automation
account_treeIVR & Routing

Skill-based queues

Match callers to agents by skill tags and availability.

Skill-based queues
account_treeIVR & Routing

Priority routing

Bump VIP or SLA-sensitive callers ahead in the queue.

Priority routing
account_treeIVR & Routing

Callback scheduling

Offer scheduled callbacks instead of long holds during peaks.

Callback scheduling
boltAutomation

Webhook retries

Reliable delivery with retry logic when your endpoint is temporarily down.

Webhook retries
boltAutomation

Conditional branches

Branch workflows by disposition, hours, or CRM field values.

Conditional branches
boltAutomation

Zapier connectors

Connect DialFlows events to thousands of apps through Zapier.

Zapier connectors
devicesDevices

Online/offline status

Live presence for every gateway so ops knows what can take traffic.

Online/offline status
devicesDevices

Signal monitoring

Watch radio/signal health before calls fail in the field.

Signal monitoring
devicesDevices

Site-based pools

Pool gateways by location for regional dialing and failover.

Site-based pools
monitoringLive Ops

Agent presence

See available, on-call, and wrap-up states across the floor.

Agent presence
monitoringLive Ops

Recording QA

Review recordings with filters for coaching and compliance audits.

Recording QA
monitoringLive Ops

Floor alerts

Push critical queue and SLA alerts to supervisors in real time.

Floor alerts
admin_panel_settingsAdmin & Security

Two-factor authentication

Protect agent and admin logins with 2FA for stronger account security.

Two-factor authentication
admin_panel_settingsAdmin & Security

OTP login flows

One-time passcode options for secure access without password friction.

OTP login flows
admin_panel_settingsAdmin & Security

Company switcher

Jump between tenants as SuperAdmin without juggling separate deployments.

Company switcher
analyticsAnalytics

Disposition reports

Break down outcomes by agent, campaign, and queue for coaching.

Disposition reports
gavelCompliance

DNC list management

Maintain do-not-call lists that block outbound dialing automatically.

DNC list management
gavelCompliance

Consent logging

Record marketing and contact consent alongside CRM activity.

Consent logging
gavelCompliance

Data export

Export account data for audits and GDPR subject-access requests.

Data export
gavelCompliance

Account deletion

Structured delete workflows for privacy and offboarding requests.

Account deletion
gavelCompliance

Recording retention

Control how long call recordings are kept for policy and storage.

Recording retention
Why DialFlows

Cloud-native vs legacy PBX

See how a unified browser console compares to on-prem hardware and bolt-on tools.

cloud Recommended

DialFlows

Cloud-native browser console

10/11 included

dns

Legacy PBX

On-prem hardware + bolt-ons

Mostly add-ons

CapabilityDialFlowsLegacy PBX
Communications
Browser-based softphone
Included
Not included
SMS & campaigns
Included
Not included
Omnichannel SMS inbox
Included
Not included
Platform
Built-in CRM
Included
Not included
Visual IVR builder
Included
Not included
Workflow automation
Included
Not included
Multi-tenant SuperAdmin
Included
Not included
AI transcription
Included
Add-on
Infrastructure
Android gateway fleet
Included
Not included
Gateway failover groups
Included
Not included
On-prem hardware required
Not included
Included

0

Desk phones required

<15 min

Typical agent setup

1

Console for all channels

24/7

Automated routing

Trust & compliance

Enterprise-ready from day one

verified_user

GDPR tools

Export & delete account

shield

99.9% uptime

Gateway failover

lock

Role-based access

Departments & permissions

gavel

DNC compliance

Built-in guard rails

How it works

Go live in three steps

link01

Connect your stack

Register agents, link gateways, and sync contacts from Google or your CRM.

tune02

Configure routing

Build IVR flows, queues, and business-hours rules in the visual builder.

bolt03

Automate follow-ups

Trigger SMS, leads, and Slack alerts from calls and messages — hands-free.

By team

See how each vertical runs on DialFlows

Sales, support, field ops, and marketing playbooks — filter solutions by team and explore the modules they lean on daily.

See how each vertical runs on DialFlows
FAQ

Platform questions, answered

6 answers

Quick answers for this topic — or browse the full FAQ hub for every category.

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