Agent workspace
Dial
Transcript
A saved transcript appears here after a recorded call is processed.
Lead list
Loading leads…
| Name | Location | Source | Campaign | Status | Last contacted | Owner | Edit |
|---|
Campaigns
Configure leads, agents, scripts, caller IDs, and results.
Step 1 of 5
Upload a lead file
Choose a CSV. You will review every count before anything is added.
Step 2 of 5
Match the columns
Common columns are matched automatically. Change any dropdown when your CSV uses a different name.
Choose which CSV column contains the phone number.
Step 3 of 5
Name and assign the CSV list
Step 4 of 5
Review before importing
No leads have been added yet.
Importing adds reviewed usable leads as ready. It never starts dialing.
Import complete
The leads were added. No calls were started.
Callbacks
Loading from the dialer…
Call logs
Loading saved calls…
| Date & time | Lead | Agent | Campaign | Duration | Result | Recording |
|---|
Audio connects when dialing starts.
Saved.