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Solar DialerCall Center
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Agent workspace

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Loading today…Reading your assigned work.

Your workday

Stay focused on the next best action.

Appointments, callbacks, and follow-ups in one place.

My production

Today

Today’s appointments

Confirm each one before the day starts.

My team

Production today

Up next

Today’s appointments, follow-ups, and callbacks.

Hot leads

0need focused follow-up
Live Reading the floor…
Reading the floor…Live rep status, dialing sessions, and calls in flight.

Dialing sessions

Reps

PausedChoose campaigns, then open the menu and select Ready to Dial.
Call results
This session · all calls dialed
    15s

    Call result

    Waiting

    Select a result to show its next step.

    Lead heat OptionalNot rated
    ColdHot
    Spots to fill—

      My day
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      ✦

      AI Coach

      The coach starts listening when a homeowner call connects.

      AI CoachSay this next

      ≋

      Transcript

      A saved transcript appears here after a recorded call is processed.

      Current lead

      Text messages

      Open this tab while a lead is assigned.
      ◇

      No active lead

      A conversation appears here when a lead is assigned.

      Sends from your assigned company number.
      ●

      Search any address to see it in satellite view.

      Current lead

      No active lead

      Waiting
      Contact
      SolarProfile data
      Bill & files
      Showing all leads

      Lead list

      Loading leads…

      NameAddressSourceCampaignLast resultDialsLast contactedOwnerEdit
      Showing 0–0 of 0

      Didn't answer

      Pick a campaign to see the numbers nobody picked up.

      NamePhoneCampaignTriesLast tryCall again
      Today—
      0appointments
      0unconfirmed
      0at risk
      Next upNothing left today

      Needs confirmation

      Loading…

      Loading confirmations…

      Appointments

      Loading local appointments…

      Local calendar · Timezone
      Loading appointments…
      Date & timeHomeownerCloserStatusScoreSMS
      Loading messages…

      Conversation

      Select a message

      ◇

      No conversation selected

      Choose a thread to read and reply.

      Leaderboard & history

      Your recent calls, appointments, and follow-ups.

      ⌕
      Campaigns—Loading
      Leads ready—Loading campaigns
      Users assigned—Loading

      Campaigns

      Configure leads, users, scripts, caller IDs, and results.

      Step 1 of 3

      Upload a CSV

      Choose the lead file. Common columns are matched automatically.

      No file selected

      Step 2 of 3

      Choose where the leads go

      The CSV becomes a reusable lead list. Assign it to any campaigns now, or use it again later.

      Assign to existing campaigns
      Select as many as you want. Existing campaigns keep their own call history and settings.

      Column matching and source details

      CSV column matching

      Choose which CSV column contains the phone number.

      Reusable listOne upload can feed several campaigns. Matching phone numbers share their saved lead status within the same product. Importing never starts dialing.

      Step 3 of 3

      Review before importing

      —Ready to import
      —Duplicates skipped
      —Invalid rows
      —DNC skipped
      !

      No leads have been added yet.
      This step creates the selected destination and imports the usable rows atomically. It never starts dialing.

      ✓

      Import complete

      The leads were added. No calls were started.

      This week

      Loading schedule…
      🔒

      This week is locked.
      Changes need a manager.

      Draw the week you want instead, then send it to your manager

      When are you dialing this week?

      Drag a day to book hours. Drag a block to move it, its edge to resize, tap it to change or remove it.

      Bookedthe shift you said you’d work On calls & readypaid Wrap-upnot paid Appointmenttap to see it

      Pending schedule change requests

      A rep’s proposed edit to a week they can no longer save directly.

      RepWeekProposed hoursNoteRequested

      No pending change requests.

      Payroll — payable time

      Time is calculated using your saved pay and presence rules. Payable hours are not confirmation that money has been paid.

      RepVerified timeAppt creditTotal payable timeApptsDialsWrap time

      Pay scales, earnings, payments and balances are on the Payroll page.

      Loading pipeline…
      ⌕

      Everything

      Every appointment, callback, and call result in one list.

      Callbacks due

      ⌕

      Callbacks

      Loading from the dialer…

      0 callbacks

      Queue

      Due now0
      Upcoming0
      No time set0

      Call result percentages

      Compare saved lead results with the detector’s decisions on calls that reached a rep.

      Loading result percentages…

      Loading team performance…
      Detailed activity report
      Columns
      Show columns

      Payroll

      Earned is calculated from tracked activity and each person’s pay scale. Paid is what you recorded. No money is sent from here.

      Call logs

      Loading saved calls…

      Date & timeLeadAI scoreAgentCampaignDial timeTalk timeWrap-upResultHeatRecording
      Showing 0–0 of 0
      ⌕

      Microphone connects when dialing starts.

      Which campaigns would you like to dial?

      Choose one or more campaigns

      Choose campaigns to see how they will dial.

      Details

      Details

      New campaign

      Create campaign

      0 leads in this campaign

      ✓

      Saved.