Agent workspace
Dial
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.
Dialing sessions
Reps
Lead list
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| Name | Address | Source | Campaign | Last result | Dials | Last contacted | Owner | Edit |
|---|
Didn't answer
Pick a campaign to see the numbers nobody picked up.
| Name | Phone | Campaign | Tries | Last try | Call again |
|---|
Needs confirmation
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Appointments
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| Date & time | Homeowner | Closer | Status | Score | SMS |
|---|
Leaderboard & history
Your recent calls, appointments, and follow-ups.
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.
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.
Column matching and source details
Choose which CSV column contains the phone number.
Step 3 of 3
Review before importing
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.
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.
| Rep | Week | Proposed hours | Note | Requested |
|---|
No pending change requests.
Payroll — verified paid hours
Paid = ready/waiting/on-call time proven by the browser heartbeat, plus a 15-minute credit per appointment. Wrap-up is never paid.
| Rep | Paid hours | Appt credit | Total paid | Appts | Dials | Wrap (unpaid) |
|---|
Everything
Every appointment, callback, and call result in one list.
Callbacks
Loading from the dialer…
Agent leaderboard
Appointments, time dialing, call volume, and wrap-up speed.
| Rank | Agent | Status | Appointments | Dialer time | Dials | Calls | Appts / hour | Avg wrap-up | Last active |
|---|
Call logs
Loading saved calls…
| Date & time | Lead | Agent | Campaign | Dial time | Talk time | Wrap-up | Result | Heat | Recording |
|---|
Microphone connects when dialing starts.
Which campaigns would you like to dial?
Choose one or more campaignsSaved.