Calling

LeadHQL includes a built-in calling system with a power dialer, call recording, and AI-powered transcription and analysis. Before you can make calls, your admin needs to complete Calling Setup.

Power Dialer

The power dialer automatically calls through a list of leads in sequence, saving you from manually dialing each one.

Starting a Power Dial Session

1. Navigate to any pipeline stage (e.g., New leads).
2. Click the Power Dial button in the toolbar. The button shows the number of dialable leads (leads with phone numbers).
3. The dialer begins navigating to each lead and initiating calls automatically.

During a Session

When a power dial session is active, the system:

• Navigates to each lead's detail page automatically
• Initiates the call after a brief delay
• After a call ends, waits a few seconds to check whether the call was answered
• If the call wasn't answered, starts a 5-second countdown before advancing to the next lead
• If the call was answered, pauses the countdown so you can review and take notes

Controls

While the power dialer is running, you have these controls:

• Skip — Skip the current lead and move to the next one immediately
• Pause — Pause the dialer to stay on the current lead without auto-advancing
• Resume — Continue the dialing session from where you paused
• Stop — End the power dial session entirely

The session ends automatically when you've cycled through all leads in the queue.

Making Individual Calls

You can also call a single lead from their detail page. If calling is enabled and the lead has a phone number, use the call controls on the lead detail page.

Call Recordings

Calls are automatically recorded. You can play back recordings directly from the lead's timeline using the built-in audio player.

AI Transcription and Analysis

After a call, you can generate an AI transcription and analysis:

1. Open the lead's detail page and find the call in the timeline.
2. Click the Transcribe button.
3. The transcription will appear shortly (it typically takes a few seconds).

The AI analysis includes:

• Summary — A brief overview of the conversation
• Sentiment — Whether the call was positive, neutral, or negative
• Lead interest level — High, medium, low, or none
• Key topics — Main subjects discussed
• Objections — Any concerns the lead raised
• Next steps — Recommended follow-up actions
• Coaching tips — Suggestions for improving your approach
• Suggested follow-up date — When to reach out next