Results & CRM
Results is the built-in CRM for your campaigns — every lead's call, recording, transcript and outcome, saved the moment each call ends.
Opening Results
From Campaigns, click Results on a campaign. Observe → Results shows the same view across every campaign at once.
The summary
The top of the page shows:
- Reached — the share of leads whose call completed, with a progress bar.
- Interested — how many, and what share of completed calls that is.
- Not interested, Callbacks and No answer counts.
They follow each lead's disposition, so they update as calls finish and as you change dispositions by hand.
Filtering leads
Filter the list by All, Interested, Not interested, Callbacks, Voicemail or No answer — each chip shows how many leads it holds.
A lead in detail
Click a lead to open it. On the left is what happened:
- AI summary of the call, when it has been analysed.
- Recording, with a player and a Download button.
- Extracted data — fields pulled from the conversation.
- Transcript — the whole conversation, agent and caller.
On the right is what you do about it:
- Disposition — the outcome: Interested, Not interested, Callback, Voicemail, No answer or Unknown. If the AI analysis suggested a different one, it's shown underneath.
- Notes — your own notes on the lead.
- Save — enabled once you've changed something.
- Send a text — a follow-up SMS from the campaign's own number, so it arrives from the number that just called. It's highlighted when the disposition is Interested or Callback.
Analyse calls
Analyze N calls runs an AI pass over completed calls that haven't been analysed yet. For each one it writes a summary, suggests a disposition and pulls out extracted fields. You can change the disposition and notes afterwards.
Export to CSV
Export CSV downloads every lead with its status, disposition, attempts, duration, summary and notes. The file opens cleanly in Excel, Numbers and Google Sheets: quotes inside names and notes are kept, and a value that a spreadsheet would treat as a formula (starting with = or @, for example) is stored as plain text. Phone numbers keep their + country code.