Role-based speed dial & transfer lists

Every rep transfers to the right number, the first time.

Role-scoped speed-dial and transfer lists, embedded in your dialer and kept in sync with your CRM and directory. Sales sees sales. Collections sees collections. New hires get the right list on day one.

Built for outbound and blended floors of 200 to 2,000+ seats, run by contact center ops, WFM, and the dialer admins who keep transfer lists current. About one in five calls ends in a transfer, and a misrouted one is a quiet drag on first-call resolution and handle time.

Works with your dialer
GenesysZoomFive9WebexCisco+ anything with a CTI bridge
agent-speed-dials
MR
Maria Reyes
Outbound Sales · Region West
Role: sales
Q2 Outbound Campaign
Sales Manager
+1 (415) 555-0142
Deal Desk
+1 (415) 555-0188
Escalation
Sales Floor Lead
ext. 4810
Collections escalation, Support tier-2, and Billing lines are hidden. Maria's role doesn't include them.

The same install, two roles. Two completely different lists.

The problem

Wrong transfers start with the wrong list.

When an agent can't find the right party, the call gets parked, bounced, or sent to a dead extension. The caller repeats themselves, handle time climbs, and first-call resolution drops. Most floors keep the numbers behind those transfers in one of these, and none of them scale past a few teams.

A shared spreadsheet

Someone owns it. They leave. Numbers go stale. Agents pin the wrong tab. Half the team is dialing a disconnected line.

Whatever the dialer ships with

One flat list for everyone. No way to scope by team, campaign, or shift. New hires get the same dump as senior agents.

Sticky notes and tribal knowledge

The numbers that actually matter aren't written down anywhere. They live in Slack DMs and on monitors. A new hire's first week is a scavenger hunt.

A homegrown internal tool

Built by an intern three years ago. No one owns it. The database lives on someone's old laptop. Updates require a ticket.

What ships with it

A real installable solution. Not a config tab.

Six pieces, one install. Modify like code.

Backend workflows
CRUD on groups, role assignment, sync, agent-context resolution. Composable steps. Extend them.
Data store schema
Pre-built tables for groups, members, dial entries, audit history. Edit through the admin UI. No SQL.
Role-based access
Agents see only what their role permits. Enforced server-side, not just in the UI.
Embedded dialer UI (optional)
A panel that drops into your dialer. Click-to-call if your vendor exposes CTI; copyable numbers if it doesn't.
CRM / HRIS sync
Pulls contacts and roles from any system with an API: Salesforce, Workday, your IdP, internal directory. On a schedule or in response to events.
Usage dashboard
Which numbers get dialed, by whom, how often. Kill dead entries before they become tribal knowledge.
How it works

From install to dialed in five steps.

The same shape whether we install it for you or you do it yourself.

  1. 1

    Install the QuickFlo speed dial package

    Drop @quickflo/role-based-speed-dials into your org. Workflows, data stores, and admin UI come pre-wired.

  2. 2

    Import contacts from any system with an API

    CRM, HRIS, internal directory, a CSV. QuickFlo syncs them on a schedule or in response to events. Adds, removes, and updates flow through automatically.

  3. 3

    Set up user role mappings

    Define which roles see which speed dial groups. Map your existing teams, campaigns, or org-chart structure. No new directory to maintain.

  4. 4

    Hit the QuickFlo endpoint from your dialer UI

    Request speed dials for the logged-in agent like any API call. Embed in your existing dialer, or have us build the UI panel for you.

  5. 5

    Agents only see the speed dials they care about

    Sales sees sales. Collections sees collections. New hires get the right list on day one. No more shared spreadsheets to wrangle.

Why it holds up

A list that maintains itself, and can't leak.

The reason most directories rot is that a person owns them. This one is enforced and kept current by the same engine that runs the rest of your automation.

Scoped on the server, not the screen

Role access is enforced in the workflow, so the endpoint only ever returns the numbers an agent's role allows. An agent can't reach another team's lines by poking at the UI. The same model runs across multiple orgs and roles.

Synced from your systems, on a schedule or on an event

Contacts and roles pull from your CRM, HRIS, or IdP through the connections layer. Adds, removals, and role changes flow through automatically, and every change is written to an audit table. No one keeps a spreadsheet alive.

You can see what actually gets dialed

A usage dashboard reads straight from the built-in data store: which numbers get dialed, by whom, how often. Retire dead entries before they become the next bit of tribal knowledge. No external BI tool to stand up.

Install it yourself. Or we'll do it.

Done for you

We install and integrate

01
Discovery: your dialer, your roles, your source-of-truth for org structure
02
Install + integrate: wire up CRM/HRIS sync, embed the UI in your dialer, configure roles
03
Roll out: agents see scoped lists on next login, admins manage from one place
Self-service

Install the package, configure yourself

Install @quickflo/role-based-speed-dials into your org
Workflows, data stores, and UI come pre-wired. Modify like code.
Map your roles, point at your CRM, you're live
Extend or override any workflow. It's yours, not a black box.
Try It Free
Questions you're already asking

The objections, answered.

Doesn't our dialer already have speed dial groups?
It usually ships one flat list, owned by a single admin and edited by hand. This is role-scoped, enforced on the server, and synced from your CRM and directory automatically. Sales sees sales, collections sees collections, and nobody waits on a ticket to fix a stale number.
Can agents click-to-call from inside Genesys, Zoom, or Five9?
Where your platform exposes a CTI bridge, the list embeds in the agent UI with click-to-call. Where it doesn't, agents get clean, copyable numbers in the same panel. Either way the list is scoped to their role.
Isn't this just one more list to keep current?
No. It syncs from the systems you already trust: CRM, HRIS, or your IdP. Adds, removals, and role changes flow through on a schedule or on an event, so the list maintains itself, and every change is written to an audit trail.
This feels niche for a whole platform.
It installs as a package on QuickFlo, the same engine that runs the rest of your automation. You can extend or override any workflow, and it is yours to own, not a single-purpose black box.
What does it cost?
It is priced as a packaged solution, sized to your seats and your sync sources. Book a call for a scoped quote, or start a free account and install it yourself.
Get started

Stop dumping every number on every agent.

Book a call. Tell us your dialer and how your teams are structured. We'll show you what an install looks like.

See pricing