Call block setup
- Queue segment
- Outcome taxonomy
- Auto-next lead or manual pick (choose next lead)
- Verified caller ID or tenant number as outbound line
- Call summary template
Outcome taxonomy
- Connected
- Voicemail left
- No answer
- Wrong number
- Call back requested
After the call
AI summaries and full call transcripts attach to the lead timeline. Export transcripts from the call activity when you need a record for coaching or compliance.