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Call Leads

A call lead is a visitor who shared an email or phone number on a voice or video call on your website — usually with your AI voice agent, which asks for them at a natural point in the conversation. They're listed on the Call tab of the Leads page.

Visitors who take the time to talk are often the most serious about what you offer, so give these leads extra attention.

The Call tab​

The Call tab uses the same table as every other tab of the Leads page: Lead, Stage, Status, Intent, Sources and Last activity, with the same search, filters, export and delete. Each person appears once, even if they called several times — and if they also chatted or filled in a form, that's the same row. See The leads table.

Recordings and transcripts​

Click a lead to open the lead drawer. Each call appears on the timeline with its length, outcome and summary, and:

  • Play recording — listen to the call. It shows Loading recording… while the recording is fetched.
  • Transcript — read the whole conversation, turn by turn.
  • Open session — the visit the call happened on.
tip

Listen to the recording or skim the transcript before you call back. Hearing the visitor's own words helps you tailor your follow-up.

Deleting call leads​

Tick the leads and click Delete. Their calls are removed from your leads — this can't be undone.

Best practices​

  1. Prioritize call leads — a visitor who called is usually further along than one who only browsed.
  2. Follow up in their preferred channel — if they gave a phone number on a call, they probably prefer a call back.
  3. Check the full picture — the drawer's timeline shows their visits, chats and forms alongside the call.
warning

Someone who spoke to your AI is likely comparing options right now. A slow follow-up could mean they've already moved on.