Run a calling session

1. 1Open the campaign and Start session.
2. 2Ready to dial. Start when you are.
3. 3Start calling.

While a call runs you see its state — Dialing..., Ringing..., Connected — with Mute and Hang up to hand. Open record puts the customer in front of you while you talk, which is the difference between a call and a conversation.

1. 4Log the outcome — Add a note (optional)...
2. 5Next call.

⟦Auto-advance⟧ does step 5 for you: Logging {{disposition}} in {{seconds}}s, with Cancel if you need a moment. Leave it on — the pause between calls is where an hour of calling quietly turns into two.

Write the note during the call, not after. By the third call you will not remember the first, and a logged outcome with no note tells the next person nothing.

⟦A call is still in progress. Hang up first.⟧ — you cannot move on with a call connected. Hang up first.

Progress is shown as {{done}} / {{total}} done with {{count}} pending left. Each entry is Pending, In progress, Done or Skipped.

Ending. End session gives you Session ended — Nice work. Here is how the session went. — with Dials, Connects, Connect rate, Talk time and Session.

Connect rate is the number worth watching over time. A low one is usually the list or the time of day, not the pitch — and that is a fixable thing.

⟦AI summary⟧ writes up the session for you; Regenerate if No summary yet. Regenerate to create one..