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, pick a plan, 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 your platform can be provisioned, we verify your identity. This protects you, us, and the carriers we work with from fraud.
What we ask for:
Verification usually takes minutes to a few hours during business hours. Once approved, your dashboard unlocks plan selection and payment.
If your verification is delayed, open a support ticket and we will check it personally.
Go to /dashboard/create-server after verification approves.
You will see all available plans with:
Pick the plan that fits your team size. You can upgrade later if you outgrow it - contact support and we will move you to a bigger server.
See the Pricing page for a side-by-side comparison.
After picking a plan, you will be taken to the payment screen.
Today we accept cryptocurrency globally - USDT, BTC, ETH, and many other major coins. Local payment methods are rolling out by country (see the Payments page).
The payment screen shows you the exact amount and a wallet address. Send the exact amount from your own wallet. Confirmations usually take a few minutes.
Once confirmed, your subscription becomes active and provisioning starts automatically.
As soon as payment confirms, we start building your dedicated platform. This is fully automated and takes about 8-10 minutes.
Behind the scenes we:
The dashboard shows a live progress indicator. When it reaches Complete, you will receive a welcome email with your dashboard URL, your admin login, and your welcome credit balance.
If anything goes wrong, the page will tell you in plain language. Open a support ticket and we will fix it - in many cases we are already aware before you contact us.
When provisioning completes 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 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 VICIdial 2.14 with the multi-server-ready core. VICIdial is 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 cold-calling-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.
Server specs by plan:
All storage is high-performance NVMe SSD. All CPUs are modern data-center class. We run in low-latency regions for fast call setup.
If you need a custom size beyond Enterprise, contact sales.
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 plan has a fixed maximum number of agents. The portal will refuse to create more than that. If you need more seats, upgrade your plan.
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 plan.
Your portal sidebar also has an Agents page that shows status and lets you quickly reset passwords or kick stuck sessions.
Go to Dashboard > Phone numbers > Buy numbers.
You can search by:
Use the Starts with or Ends with filters to find vanity numbers.
Select one or more numbers. The price per number per month is shown. Click Buy selected.
Numbers are added to your inventory immediately and are ready to assign to campaigns within seconds.
Every plan includes a set number of phone numbers at no extra cost. Beyond that, additional numbers are billed monthly from your calling-credit wallet.
The price per extra number is shown on your plan and on every buy page so there are no surprises. Extra numbers renew automatically every 30 days from your wallet balance.
If your balance goes too low, extra numbers may be released (you will be warned by email first). Your included numbers are always safe as long as your subscription is active.
Go to Dashboard > Phone numbers.
Find the number you want to release. Click the trash icon.
Important: a number cannot be released if it is currently assigned to an active campaign. Remove it from the campaign first.
Once released:
Released numbers usually cannot be recovered - if you want it back, you would need to buy it again (and it may already be gone).
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 Rotation mode (see the next section).
Three rotation modes:
Single - one number is used as the caller ID for every call in this 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 (e.g. dialing a 305 lead presents a 305 caller ID). Significantly improves answer rates because the recipient sees a local number. Use whenever you have multiple numbers and care about pickup rate.
Round robin - the platform cycles through all the campaign numbers in order, evenly distributing call volume. Use to spread reputation across many numbers and keep any single number from getting flagged.
You can change the rotation mode anytime from Edit campaign.
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.
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, calls abandon (no agent available when the lead picks up).
Pros: simple, predictable, easy to tune. Cons: requires manual tuning 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.
Best for: customer-service teams, blended sales/support workflows.
Go to Dashboard > Calling credit.
Click the amount you want (+$10, +$25, +$50, or Custom). You will be taken to a payment screen. Pay in crypto from your wallet. 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. Different destinations may have different rates (a call to the US is cheaper than a call to a remote international destination).
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 cold-calling teams. We fix that.
Every campaign you create on our platform starts with cold-calling-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 cold-calling 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.
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:
If everything above is correct 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.
