ALL CALLS
Total calls received in the selected range. Subtext shows calls graded by AI; not every call is graded.
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ALL LEADS
Calls where AI detected a lead opportunity based on the conversation.
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CALLS BOOKED
Calls with an AI-graded lead outcome of Booked. Subtext shows booking rate across AI-graded leads.
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ALL CALLS by Source
Daily call volume by source so you can see where inbound calls are coming from.
ALL CALLS by Lead Status
Daily call counts split into Lead, Not Lead, and Ungraded based on AI grading.
ALL LEADS by Outcome
Daily outcomes for AI-graded lead calls, split into Booked vs Not Booked.
SOURCE BREAKDOWN
Channel-level performance view for calls, missed calls, leads, booked calls, and booking rate.
MISSED OPPORTUNITIES
AI-graded lead calls that were not booked.
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FOLLOW-UPS
Lead calls not booked where callback promised was identified.
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SCHEDULING CONFLICT
Not booked calls marked with unbooked reason of Scheduling Conflict.
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PRICING CONCERN
Not booked calls marked with unbooked reason of Pricing Concern.
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MISSED CALLS
Calls that ended too early or never connected.
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VOICEMAILS
Calls with unbooked reason set to Voicemail.
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UNKNOWN
Calls with call outcome Not Booked and unbooked reason Unknown.
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CALL DATA
Detailed call records with filters to explore source, intent, lead status, outcome, and reason.
| DATE | TIME | NAME | SOURCE | LEAD STATUS | OUTCOME | DURATION | ACTIONS |
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SETTINGS Users, Access & Segments
Create User
Assign Accounts
| ROLE | STATUS | AI ACCESS | ACCOUNTS | ACTIONS |
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Selected Company
Applies to Smart Sync and Custom Segments.
Company Settings · Smart Sync
Custom Segments
| SEGMENT | FIELD | RULE | STATUS | ACTIONS |
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Leadhub AI Assistant