New hires are showing up Monday, and you need them dialing fast—not fumbling around asking, “Where’s the call script?” If you’re responsible for onboarding agents to a dialer platform, you know how easy it is for training to turn into a mess of lost logins, blank stares, and wasted leads. This guide’s for managers and trainers who want their agents actually making calls (and not just clicking around hoping for the best).
Here’s how to get new agents comfortable and productive on Batchdialer without overcomplicating things or burning hours you don’t have.
1. Know What You Actually Need Agents to Do
Before you open Batchdialer or start building slides, get super clear about what agents must do daily. Don’t train them on every button—train them on their workflow.
Focus on: - Logging in and basic navigation - Loading and calling leads - Using scripts and taking notes - Call disposition (marking call outcomes) - Transferring calls or escalating issues - Logging out and wrapping up
Skip: Deep dives into admin settings, list management, or advanced reporting. New agents don’t care (yet), and you’ll just overwhelm them.
Pro Tip: Write out a “Day 1 agent checklist.” If a task isn’t on it, it probably doesn’t belong in your first training session.
2. Set Up Test Accounts and Dummy Leads
No one wants their first call to be a real lead. Give agents a safe place to click around and screw up.
How to do it: - Create dedicated training logins (with limited permissions). - Upload a list of fake leads (make sure these can’t be dialed out externally). - Set up at least one call campaign specifically for training.
This lets agents practice logging in, dialing, and dispositioning without the “oh no, this is a real customer” panic.
Don’t: Let agents practice on live leads. Mistakes will happen, and you’ll lose business.
3. Walk Through the Platform—But Keep It Moving
Live demos work better than slides. Share your screen and walk agents through the exact workflow they’ll use.
Keep your walkthrough tight: - Show just enough navigation to get them making calls. - Demonstrate how to read and use a call script. - Make a sample call (even to your own phone), show how to disposition it, and log notes. - Explain what to do if something breaks (who to ask, where to find help).
What to skip: Explaining every feature or menu. If they won’t use it in week one, leave it for later.
4. Give Agents a Simple Process Cheat Sheet
People forget 90% of what they hear in a training. Give them a one-page guide with screenshots: “Log in > Join campaign > Start calling > Use script > Disposition > Log out.”
Include: - Login URL and password reset steps - Steps to join a campaign - Where the call script lives - How to leave call notes - Who to ping for help
Put it somewhere easy to find (printed on their desk, pinned in Slack, whatever works).
Don’t: Hand out a 20-page manual. No one reads those.
5. Let Agents Practice—Then Watch Them Do It
After your walkthrough, get agents hands-on as fast as possible. Hovering over their shoulder (physically or virtually) beats any quiz or video.
How to run practice: - Have each agent log in, join the training campaign, and make at least three test calls. - Watch their screens with a tool like Zoom or screen sharing. - Correct mistakes in the moment—don’t just collect feedback after.
It’s important to see that they can do it, not just hear them say, “I get it.”
6. Address Real-World Scenarios, Not Edge Cases
Your agents will hit snags—dropped calls, angry leads, system slowdowns. Prep them for the 80% of things they’ll actually face.
Practice: - Handling a dropped call (what to do next) - What to say when someone asks, “How did you get my number?” - Escalating a call they can’t handle
Don’t: Waste time on rare tech issues or one-off exceptions. If it comes up, you can handle it later.
7. Encourage Questions and Create a “No Judgment” Zone
New agents are going to feel dumb about some of this stuff. Make it clear that asking questions is expected, not a sign they’re slow.
How to help: - Set up a Slack/Teams channel or a standing “ask anything” time. - Make sure senior agents or trainers actually answer quickly.
Don’t: Let new agents struggle in silence. If they’re stuck, they’re not calling.
8. Track Progress, But Don’t Micromanage
You need to know if agents are stuck, but you don’t need to spy on every click.
Try: - A simple checklist: “Can log in? Can join campaign? Can make/disposition a call?” - Asking agents to record themselves making a practice call (audio or screen recording).
If they’re stuck, offer a quick 1:1 follow-up, not a public grilling.
9. Make Ongoing Support Obvious
The first week is just the start. Make it dead-simple for agents to get help as real issues pop up.
What works: - A pinned FAQ for common Batchdialer hiccups (“I can’t hear anyone,” “I got logged out,” etc.) - Point person for tech issues (not just “ask your supervisor”) - Short weekly tips or refreshers for recurring problems
What doesn’t: Telling agents to “just ask” with no clear place or person to go to. Give them a map, not just a blank stare.
10. Iterate Based on What Actually Trips People Up
Your first training won’t be perfect. That’s fine. After your first batch of agents, ask: “Where did people get lost? What did I over-explain or skip?”
Update your cheat sheet and walkthrough: - Cut anything no one used - Clarify steps where people get stuck - Add screenshots if they help
Resist the urge to make training longer. Your goal is fewer bottlenecks, not more content.
What to Ignore (Seriously)
A lot of “best practice” content is written by people who never trained a new agent in their life. Here’s what you can safely skip:
- Gamifying training. New agents just want to not mess up. Badges and points can wait.
- Overproduced training videos. If you have time for a quick screen recording, great. Otherwise, live demos work fine.
- One-size-fits-all scripts. Tweak your script for your team, not someone else’s idea of “high conversion.”
Wrapping Up: Keep It Simple, Get Feedback, Repeat
Bringing new agents onto Batchdialer shouldn’t feel like launching the space shuttle. Focus on just what they need to start calling, support them as glitches pop up, and keep improving your training based on what actually happens—not what someone on LinkedIn says should happen.
Don’t overthink it. The simpler your process, the faster your agents will be actually making calls—and the fewer headaches you’ll have to deal with later.