An interviewer chooses to login by choosing a project before entering the Phone Participants activity. As such, the interviewer always logs into a particular project.

Upon entering the Phone Participants activity, the interviewer selects an interviewing position; a dialog may be presented to the interviewer, asking for a position entry or the position may be preselected based on the station that the interviewer is using. The position name can be used to look up the extension name or number in DPM. The position and extension are based on the dialer configuration file uploaded with Dialer Administration.

An interviewer may have associated interviewer qualifications setup by the administrator in User Administration, or may choose interviewer qualifications when logging into Phone Participants. Phone Participants queries all of the available session engines (to determine which engine has the lightest load), connects to the session engine, and creates an interviewer session using ISessionEngine.CreateInterviewerSession. At this point, the session engine does not make any calls to the dialing provider; the first call to the dialing provider is made when an interviewer requests a contact.