Mixmax Dialer is available only as an Add-On with the Mixmax for Teams plan. Visit our pricing page for more details.
Workspace admins can manage the Mixmax Dialer for the entire Workspace from the Dialer section of the Admin Center. From there, you can:
Turn the Dialer on or off for everyone in the Workspace
See every phone number your Workspace uses, including the shared local numbers used for Local Presence
Release phone numbers you no longer need
You can also manage call recording defaults for each Role.
You don't need the Dialer turned on for your own account to open or manage the Dialer settings page.
Enabling Dialer access for the Workspace
Go to the Dialer section of the Admin Center.
Turn on Allow workspace members to call with Mixmax Dialer.
When the Dialer is enabled, Workspace members with the Dialer add-on can set up a phone number and make calls using the Mixmax Dialer. For more details on making calls, see Mixmax Calling.
Viewing your Workspace's phone numbers
The Dialer page lists every phone number in your Workspace, split across two tabs. Each tab shows how many numbers it contains.
Members
The Members tab lists Personal Numbers: the number each member set up for their own calls. For each number, you'll see the Member, Number, Purchase Date, and Last Used date.
Local pool
The Local pool tab lists Shared Numbers: the local numbers your Workspace uses for Local Presence calling. Everyone in the Workspace shares these numbers, and they aren't tied to a specific member. For each number, you'll see its Number, Status, Purchase Date, and Last Used date.
Status | What it means |
In use | The number is active and has been used for local calls. |
Reserved | The number was added to your local pool but hasn't been used for a call yet. |
Releasing | The number is being released and will be removed from your Workspace. |
The Local pool tab appears only if Local Presence is enabled for your Workspace. To enable Local Presence, contact our support team.
Finding the area codes in your local pool
To see which area codes your team can place local calls from:
Go to the Dialer section of the Admin Center.
Click the Local pool tab.
Check the Number column. The area code is the three digits after +1. For example, +1 206 555 0123 uses the 206 area code.
The Dialer page doesn't have an export option. To download a list of the numbers your team has made calls from, run a Calls report in Report Builder and click Download CSV. The report shows the number each call was made from. It includes personal numbers as well as local ones, and only numbers used for calls.
How numbers are added to the local pool
Mixmax automatically adds numbers to your local pool. When a member places a call using the Local Number option (the default when Local Presence is enabled), Mixmax uses a number from your pool that matches the recipient's area code, or buys a new one.
You can choose which area code you want to place calls from. By using area codes local to the prospects you're calling, you can increase connect rates. However, local numbers depend on what our phone provider has available, and some areas have no local numbers available.
If no local number is available, the call is placed from the member's own phone number, and the call window shows "Local number unavailable. Your phone number will be used."
Unused local numbers are released automatically. If a local number isn't used for 30 days, it's released from your Workspace. This happens automatically, and there's no setting to change it.
To learn how members call with Local Presence, see Mixmax Calling.
Releasing a phone number
Admins can release any personal or local number in the Workspace. Each phone number is billed monthly, so use the Last Used column to spot numbers nobody is using and release them.
Go to the Dialer section of the Admin Center.
Open the Members or Local pool tab.
Click the trash icon next to the number you want to release.
Click Release it forever to confirm, or Keep this number to cancel.
Releasing a number is permanent. The number is released right away and can't be recovered by you, the member, or Mixmax support. If you release a member's personal number, they can set up a new one (but not the same number), and anyone who saved the old number won't be able to reach them.
One phone number per member
Each member can hold one Mixmax Dialer number at a time. To switch numbers, a member releases their current number and then sets up a new one in My settings > Dialer.
Members who already hold more than one number are prompted to release the extras and choose which number to keep. Admins can also release a member's extra numbers from the Members tab.
Disabling Dialer access for the Workspace
Go to the Dialer section of the Admin Center.
Turn off Allow workspace members to call with Mixmax dialer.
Confirm that you want to disable the Mixmax Dialer for all users in the Workspace.
Disabling the Dialer releases all phone numbers users purchased in the Workspace, including the local pool numbers used for Local Presence. Once released, we can't guarantee those numbers will be available again.
The listed phone numbers won't be released right away. You can cancel the release by turning the Dialer back on before 11 AM UTC on the same day, or before 11 AM UTC the next day if it's past the cut-off. If the release isn't canceled, the numbers will be released 2 hours after the cut-off.
When the Dialer is disabled, Workspace members can't set up new numbers or make or receive calls using the Mixmax Dialer.
Managing call recording defaults
Workspace admins can manage call recording preferences by Role in the Roles tab of the Admin Center.
To allow users with a specific Role to record calls, go to the Roles page in the Admin Center, select the Role you want to manage, and scroll to the bottom of the Mixmax tab.
In Mixmax Dialer > Recording, check the box next to Allow call recording to give the Role access to this feature.
The Default Mixmax calls to be recorded checkbox sets the recording toggle to ON for all calls, so users don't have to turn on recording before each call. Users can still turn off call recording for specific calls.
For more information, see Call recording.