Outreach
Manage outbound calling campaigns with real-time monitoring.
Overview
The Outreach page allows you to manage outbound calling campaigns with real-time call transcription, analytics, and performance tracking.
Dashboard Metrics
Your Outreach dashboard displays key performance indicators:
| Metric | Description |
|---|---|
| Total Calls | Number of calls made |
| Booked Demos | Successful demo appointments scheduled |
| Average Call Duration | Mean length of your calls |
| Success Rate | Percentage of calls achieving their objective |
Starting a Call
- Click Outreach in the sidebar
- Click Start Calling
- Enter the contact's phone number
- Add the contact name (optional but recommended)
- Specify the call purpose (optional)
- Click Call to initiate
During the Call
While on a call, you have access to:
- Live Transcript — Real-time transcription of the conversation
- Call Duration — Timer showing how long the call has been active
- AI Suggestions — Prompts and talking points based on the conversation
- Notes — Space to take notes during the call
After the Call
- Review the complete transcript
- Update the call outcome (e.g., "Demo Booked", "Follow-up Required", "Not Interested")
- Add any additional notes
- Schedule follow-up actions if needed
Call History
Access your complete call history to:
- Review all past calls
- Filter by date, status, or outcome
- View full transcripts
- Track follow-up status
- Export call data
Tips for Effective Calls
- Prepare context — Review contact information before calling
- Use the transcript — Reference key points mentioned during the call
- Log outcomes immediately — Update call status right after hanging up
- Schedule follow-ups — Don't let leads go cold
Next Steps
- Set up email campaigns — Complement calls with email outreach
- Connect your CRM — Sync contact data automatically
- View best practices