Everything you need to run your CreatixReach platform - from sign-up to scaling your team. Search the full guide below or browse by section.
Head to /sign-up to create your account.
You will need:
Once your email is verified you will land on the dashboard. From there you finish identity verification, choose your package, and pay.
If you sign up with the wrong email by mistake, just create a new account with the correct one. The old one can be ignored or deleted on request.
Before we build your platform, we verify who you are. CreatixReach operates as a registered US voice provider, so knowing our customers is required - it protects you, your caller-ID reputation, and the phone network from fraud. Your dialer is built only after you are approved.
When you start verification you choose one of two paths:
Both paths also ask for:
You can capture your ID and selfie right in the browser, or scan a QR code to finish on your phone. Review usually takes minutes to a few hours during business hours. If something is missing you get a clear reason and can resubmit with no penalty. If it is taking too long, open a support ticket and we will check it personally.
Go to /dashboard/create-server after your verification is approved.
CreatixReach is priced by agent seats. You choose how many agents you need - anywhere from 3 up to 50 - and the monthly price updates live as you move the counter. The more seats you choose, the lower the effective cost per agent.
Every package includes:
The exact price for your chosen agent count is shown before you pay. Need more than 50 agents, or a custom arrangement? Contact us and we will put together a plan that fits.
See the Pricing page for the live agent counter.
When you order your package you also tell us a little about how you will use it, so we can tailor your setup from day one. You provide:
We use this to build a local-presence footprint that matches your campaigns, so the people you call see a familiar local number.
CreatixReach currently serves the United States only. Your number quantity is set by your agent count and is fixed for the package - if you need to adjust it later, just open a support ticket.
After you choose your agent count, you go to the payment screen, which shows the exact amount due.
Package payments and calling-credit top-ups are made by cryptocurrency today, processed securely at checkout. Confirmations usually take a few minutes.
Prefer a different payment method? Open a support ticket (or see the Payments page) and our billing team will arrange an alternative for you personally.
Once your payment confirms, your order enters our provisioning queue - see What happens after you pay.
CreatixReach dialers are built and tested by our team - not spun up blindly by a machine. This is deliberate: a human checks that your server, your numbers, and your carrier connection all work before your account goes live.
After your payment confirms:
You will see a live status page while we work. Most accounts are ready within a few hours. When your dialer is live and tested, you receive an email with your dashboard link, your admin login, and your agent sign-in links.
Calling is pay-as-you-go, so top up calling credit from the dashboard before your team starts dialing. If anything needs your attention, the page tells you in plain language - and in many cases we are already on it before you reach out.
When your account goes live you receive magic URLs in your welcome email and inside the portal dashboard.
You get one magic URL per role:
Click the URL and you are logged in. No extra password is needed initially - the link itself is your credential. Once inside, you can set passwords for your agent accounts (see Managing agents).
Treat magic URLs like passwords. Anyone with the URL can log in. Reset them from the portal if you suspect a leak.
Your platform runs an enterprise build of VICIdial, the most widely deployed open-source predictive dialer in the world and the de facto industry standard for outbound call centers.
What you get out of the box:
We layer outbound-friendly defaults on top so you do not have to know VICIdial intimately to get good results. See Our smart defaults.
Every subscription gets its own dedicated server. We never put two customers on the same machine.
Why this matters:
Most low-cost dialer-as-a-service providers cram dozens of customers onto a single server. We do not. The difference shows up the moment your team scales past a few agents.
Every account runs on its own dedicated server, and the server is sized to your agent count - the more agents in your package, the more processing power, memory, and storage you get. You never share a machine with another customer.
Across every size you get:
If you need a size beyond our standard range (more than 50 agents), contact us for a custom build.
We design for always-on operation. Maintenance is automated and runs daily during low-traffic hours. Routine maintenance never takes your platform offline.
What runs automatically every day:
We monitor your platform 24/7 from our side. If something looks wrong, we are usually fixing it before you notice.
For deeper issues, open a support ticket. We respond fast.
Go to Dashboard > Agents in the portal.
Click Add agent. Fill in:
The agent is created instantly on your platform. You can then share the agent magic URL with them, or have them log in via the agent URL with their username and password.
Each package has a fixed maximum number of agents. The portal will refuse to create more than that. If you need more seats, contact us to move up.
Go to Dashboard > Agents.
Find the agent. Click Reset password.
Type the new password. Click confirm. The change takes effect immediately. The agent must log out and back in with the new password.
You can repeat this as often as you need. There is no rate limit on password resets from the portal.
Go to Dashboard > Agents.
Find the agent. Click Delete agent (or the trash icon).
Confirm in the dialog.
What this does:
The agent's historical call logs and dispositions are kept for your records.
From the admin interface (your Admin URL), open the real-time reports:
You can listen in to live calls, whisper to your agent, or barge in if needed. These tools are part of VICIdial and are available on every package.
Your portal sidebar also has an Agents page that shows status and lets you quickly reset passwords or kick stuck sessions.
Your package comes with a block of local US phone numbers at no per-number cost - they are part of what you already pay monthly. The quantity is based on your agent count and is fixed for the package.
You can see all of your numbers in your dashboard and assign them across campaigns for local presence (see Assigning multiple numbers to a campaign).
Your numbers stay yours as long as your subscription is active. You do not buy numbers one-by-one from a store - if you need more numbers or a different mix of area codes, we handle it for you (see Getting more or different numbers).
Want additional numbers, more area codes, or a different local footprint than the one you started with? Open a support ticket from Dashboard > Support and tell us what you need.
Because your numbers are provisioned and managed for you, changes are handled by our team rather than a self-service store. This keeps your caller-ID reputation clean and your routing correct. We will confirm the details and take care of it.
You can manage renewals and releases for your numbers from your dashboard.
Important: a number that is currently assigned to an active campaign is locked - you cannot release it until you remove it from the campaign first. This prevents you from accidentally breaking a live caller-ID rotation.
Your numbers renew alongside your package. You will get a reminder before a number is due, and a summary after any release. If you want us to swap numbers or change your area-code mix, open a support ticket and we will handle it.
Yes, you can assign as many of your numbers as you want to a single campaign.
In New campaign or Edit campaign, scroll to Caller ID & Numbers. You will see a smart picker with all your numbers grouped by area code. You can:
Then pick a Caller-ID mode (see the next section).
Three caller-ID modes:
Single - one number is the caller ID for every call in the campaign. Simple and predictable. Use when you have one number per campaign or want a consistent brand presentation.
Area-code match - the platform picks a caller ID whose area code matches the lead being dialed (dialing a 305 lead presents a 305 caller ID). This is local presence, and it significantly improves answer rates because the recipient sees a familiar local number.
Round-robin - the platform rotates evenly across all the numbers you assigned, spreading call volume so no single number carries the whole campaign. This helps protect your numbers from being flagged.
You can change the caller-ID mode anytime from Edit campaign. Whichever mode you choose, the platform keeps your calling compliant (see Compliance and trust).
Go to Dashboard > Campaigns and click New campaign.
Fill in:
Click Create. The campaign is built on your platform with smart defaults (no AMD trap, sensible timeouts, healthy hopper).
You can then upload leads and turn the campaign on from your admin interface.
From your admin interface:
Leads land in the hopper and are ready to dial. Tens of thousands of rows are fine; uploads run in the background.
Tip: keep your phone column in E.164 (e.g. 15551234567) or 10-digit (5551234567) format. Mixed formats may need cleaning.
From your admin interface:
Agents who are logged into the campaign will start receiving calls as soon as the dialer has leads in the hopper.
To stop everything fast: just flip Active to N. In-flight calls finish naturally, no new calls are placed.
Every call ends with a disposition - the agent picks what happened (Sale, Callback, No answer, Do not call, etc.).
VICIdial ships with sensible defaults. You can add your own custom statuses in the admin interface under Lists > List statuses or Campaigns > Statuses.
Custom statuses control what happens next:
Get your team aligned on the disposition list early; it drives all your reporting downstream.
Short version:
When in doubt, start with RATIO at 1.0 (one call per available agent) and tune up as your team gets comfortable. Whichever mode you pick, the platform keeps your overall abandoned-call rate within legal limits (see Compliance and trust).
Each call is initiated by the agent clicking Dial next. The dialer presents one lead at a time, the agent decides when to call.
Pros: predictable, no abandon rate, great for compliance-sensitive or low-volume work. Cons: agent talk time is lower because there is dead time between calls.
Best for: training, low-volume specialty campaigns, compliance-heavy verticals.
The dialer places a fixed number of calls per available agent. If ratio is 1.5 and 10 agents are free, it places 15 calls.
You set the ratio explicitly (1.0 to 3.0+). When ratio is too low, agents wait. When too high, more calls risk abandoning (no agent free when the lead picks up) - so the platform keeps your overall drop rate within legal limits regardless of the level you set.
Pros: simple, predictable, easy to tune. Cons: benefits from a hands-on adjustment as agent count and pickup rate change.
Best for: small-to-mid teams who want a hands-on lever. Start at 1.0, raise slowly.
The dialer adapts its calling rate dynamically to keep your drop rate (abandoned calls divided by total calls) below a hard ceiling you set.
You configure the target drop percentage and a hard limit. The dialer raises and lowers its effective ratio in real time, always respecting the hard limit.
Pros: compliance-friendly (many jurisdictions cap drop rate at 3%), automatic tuning. Cons: may run more conservatively than you expect early in a campaign while it learns.
Best for: larger teams (10+ agents) who must meet drop-rate compliance.
Like ADAPT_HARD_LIMIT but targets an average drop rate over time rather than capping every spike. Allows brief bursts above target as long as the moving average stays in range.
Pros: higher overall throughput than hard-limit mode. Cons: less suitable where strict compliance caps every minute.
Best for: large teams optimizing for raw connect volume.
An adaptive mode that tapers its calling intensity as drop rate approaches your target ceiling. Gentler than hard-limit, more controlled than average.
Pros: smooth ramp curves, fewer drop-rate spikes. Cons: slightly lower peak throughput.
Best for: teams that have tried both adaptive modes and want a middle ground.
For campaigns that receive inbound calls. Agents log into the campaign and wait for inbound calls to come in. Can be blended with outbound dialing for hybrid workflows.
Pros: gives you a real call center, not just an outbound dialer. Cons: requires inbound routing configured on your numbers (see Inbound and voicemail).
Best for: customer-service teams, blended sales/support workflows.
Decide what happens when someone calls one of your numbers. From Dashboard > Inbound you choose how incoming calls are handled:
Set it once and it applies across your numbers. No caller is ever left with dead air - if your agents are busy or none are logged in, callers fall through to voicemail so you never miss anything.
From the Inbound page you can set the greeting callers hear. You can:
Your greeting plays to callers based on the routing you chose. You can re-record or replace it any time.
Voicemails left for you are playable right in your dashboard, so you never miss a message. Where relevant, voicemail also appears alongside your call logs, so you can review a missed call and its message in the same place as the rest of your activity.
Dashboard > Call logs shows every call with rich filters and summary stat cards at the top. Filter by:
The stat cards give you the day at a glance - call counts, connect and drop rates, and spend - so you can spot how a campaign is performing without running a separate report.
Both your outbound and inbound calls appear in your call logs, so you get a complete picture of your day. A direction filter lets you focus on just outbound or just inbound when you need to.
Every recorded call has Play and Download controls right on its row in the call logs. Reviewing an agent conversation or pulling a recording for your records takes one click - no digging through folders.
Rows in your call logs are shaded so you can see billing status at a glance:
Every billed call shows its exact duration and cost, so your spend is always transparent.
Go to Dashboard > Calling credit.
Click the amount you want (+$10, +$25, +$50, or Custom) and complete the payment on the payment screen. As soon as the payment confirms, your balance increases.
You can top up as often as you like. The balance never expires while your subscription is active.
Your dashboard always shows:
Every connected outbound call deducts a small amount from your wallet, rounded up to the minute.
Your per-minute rate is shown in Dashboard > Calling credit. Rates can vary by destination and number type.
A call is only billed if it connects - the recipient picked up and the call ended normally. Calls that ring out, get a busy signal, or fail mid-setup are not billed.
Cancelled predictive calls (where no agent was free fast enough) are also not billed.
When your balance drops below $5, we email you a low-balance warning so you can top up before running out.
If your balance hits $0:
If your balance goes below zero (rare; usually only if a call was in flight when balance hit $0), your subscription is marked Suspended. Suspended platforms cannot place outbound calls until you top up to a positive balance. Inbound calling remains active.
Top up, and everything reactivates within seconds.
Dashboard > Calling credit shows:
Dashboard > Call logs shows every billed call with duration and cost.
For accounting, your platform also keeps detailed call records you can export from the admin interface (call summary report, sales report, etc.).
Vanilla VICIdial has hundreds of settings. Most of them have defaults that work great for inbound or warm-transfer workflows but actively hurt outbound teams. We fix that.
Every campaign you create on our platform starts with outbound-friendly defaults including:
You can still change any of these from the admin interface. We just give you a working starting point so you do not have to discover them the hard way.
AMD (Answering Machine Detection) tries to guess if a call was answered by a human or a voicemail greeting. When it works, it transfers human calls to agents and drops voicemail-only calls.
When it does not work - and on real outbound traffic, it often does not - it false-positives, dropping a legitimate "Hello?" because the voice signature looked machine-like.
We disabled AMD on the routing extensions in our default configuration. Result: agents talk to more humans, callers do not hear the awkward beep-pause-beep on pickup, and your connect rate goes up.
You can re-enable AMD per-campaign from the admin interface if your specific use case needs it.
When you create a new campaign through the portal, we clone a pre-tuned template rather than starting from VICIdial's bare defaults.
The template has:
This means a brand-new campaign is ready to take leads and dial within seconds. You can adjust any setting after creation; the template just gets you off zero faster.
CreatixReach is operated by Creatixdial LLC, a US-registered voice service provider with a filed robocall-mitigation program. That standing is part of why identity verification and the platform's calling controls are not optional - they keep you, your numbers, and the wider phone network safe.
When you dial through CreatixReach, you are calling on infrastructure built to meet US telecom rules, not a grey-market setup that can disappear overnight.
Several protections run automatically on every account and cannot be switched off - they protect you legally and keep your caller ID healthy:
You get strong guardrails by default, so responsible calling is the path of least resistance.
The platform gives you powerful protections, but responsible calling starts with you. You are responsible for:
Clean, consented data keeps your answer rates high and your numbers out of trouble. If you are unsure whether a use case is allowed, ask us before you launch.
Most common causes:
If none of those apply, open a support ticket from Dashboard > Support and we will look at your platform directly.
Walk through this checklist, in order:
If everything above checks out and calls still are not going out, open a support ticket.
One-sided or choppy audio is almost always a network issue on the agent side.
Quick checks:
Your dedicated server is on a high-bandwidth backbone. We monitor the platform side closely; in 95%+ of cases the issue is between the agent and us, not on the platform itself.
An agent session can get stuck if a call ended abnormally (network blip, browser crash, etc.).
From the portal Agents page:
The agent can then log back in fresh.
If kicking does not free the seat, open a support ticket - we can clear stuck sessions on the platform side.
Go to Dashboard > Support.
Click New ticket. Pick a priority and category. Describe the issue. Hit submit.
We get notified immediately and reply directly to the ticket. Email notifications go to you whenever we respond, so you do not have to keep refreshing.
You can attach screenshots and have a normal back-and-forth conversation in the ticket. Once your issue is resolved, the ticket closes - and if it comes back, you can reopen it any time.
When you open a ticket you pick a priority:
Use Critical sparingly so it stays a credible signal. Honest priorities help us help you fast.
If you are an existing customer with a live issue, open a ticket. Email gets read but a ticket gets prioritized.
Existing customers: open a ticket from your dashboard. Pre-sale questions: contact us.
