Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Missed-Call Alerts
Sent as soon as an unanswered call ends, triggered by the phone system itself, not by a report that runs later.
Voicemail Alerts With AI Summaries
Each voicemail arrives with a short AI summary and the full transcript, so whoever reads it knows what the caller needs before calling back.
Sent Where Your Team Looks
Microsoft Teams, Slack, email, or the dashboard. Different alerts can go to different places.
Routed to the Right People
Specific missed calls can go to different people or groups, by location or by rep, so the right person follows up.
Caller Context
The caller's status from your CRM, the location they called, and a link to open the call or the CRM record.
Team Alerts for Supervisors
Rules such as an agent marked Ready for 30 minutes without a call, sent to a supervisor.
From a missed call to a call back
1. The call ends unanswered
Your phone system reports the end of the call to us straight away.
2. We add the context
Caller, location, CRM status, and for voicemails the AI summary and transcript.
3. The alert goes out
To Teams, Slack, email, or the dashboard, to the person or group that owns it.
4. The callback queue tracks it
The caller stays on the call-back list until someone calls them back.
Phone systems, CRMs, and destinations
The phone system tells us a call was missed. Your CRM tells us who the caller is. The alert goes wherever your team works.
CallTrackingMetrics
Missed-call and voicemail alerts, plus agent-state alerts for supervisors.
CallRail
Missed-call and voicemail alerts with call details and CRM status.
Salesforce
The caller matched to their lead or opportunity, with its status and a link to the record in the alert.
HubSpot
The caller matched to their HubSpot contact and deal, so the alert shows who is calling.
Zoho CRM
The caller’s Zoho status on the alert, so a qualified lead is called back before a stranger.
Pipedrive
The caller matched to their Pipedrive person and deal, with a link to the record.
Microsoft Teams and Slack
Alerts posted to the channel your team already watches.
Email and the dashboard
For people who are not in Teams or Slack, and a record of every alert on the dashboard.
Common questions
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