This article walks volunteers through how to join a phone bank and start making calls.
You can join using a link or QR code provided by the campaign. No app download is required, and phone banking works on any device with a microphone and internet connection.

1. Join a Phone Bank

Volunteers can join a phone bank in two ways:

Clicking a shared link
Scanning a QR code

Steps

Open the link or scan the QR code
Enter the six-digit join code
Fill out:
- First name
- Last name
- Email address
- Phone number
Click Join Phone Bank

No app download is required. Phone banking works on any device with a microphone and internet access.

2. Allow Microphone Access & Set Up Audio

Before calling begins, volunteers must allow microphone access.

Steps

Click Allow when prompted to use your microphone
Select:
- Microphone
- Speaker
Click Test Microphone

Adjust devices if needed
Click Start Calling

🔁 At any time, volunteers can:

Change devices
Leave the session using Leave Session (top right)

3a. Making Calls with the Power Dialer

The Power Dialer lets callers place calls one at a time.

How it works

The next voter appears automatically
Review voter information at the top
Read the call script
Select the phone number you want to call
Click Call

During the call

Follow the script
Add tags or notes as needed

Ending the call

Click End Call
Select the call outcome:
- Completed
- Left a message
- No answer
- Busy
- Call failed
The next voter loads automatically

3b. Making Calls with the Predictive Dialer

The Predictive Dialer automatically connects callers to voters.

What to expect

Status shows when calls are ringing or connecting
Option to Pause calling at any time
Live stats display:
- Agents
- Ringing
- Connected calls
- Queue size
- Answer rate
- Drop rate
- Average call duration

During a connected call

Voter info and script appear
Add tags and notes
End the call and select the outcome
You are automatically returned to the queue

6. Leaving a Phone Bank

When finished calling:

Click Leave Session (top right)
Choose to:
- Join another phone bank using a new code
- Return to Vottiv