Launch outbound campaigns, answer inbound calls in-browser, forward conversations to real devices, and route queues intelligently so no lead slips through. Track every conversation with recordings, analytics, and real-time team visibility.
Follow the guided journey that revenue teams use to launch outbound and inbound calls without chaos. Every stage is orchestrated, measurable, and linked back to consistent workflows.
Provision local numbers, register caller IDs, and set business rules in minutes.
Spin up local and toll-free numbers, tie them to teams, and configure business hours plus fallback routing. Compliance registration, CNAM updates, and recording consent prompts are handled automatically.
Workspace Snapshot
SF · +1 (628) 555-1182 ready for SDR queue. If unanswered after 4 rings, forward to +1 (415) 222-1100 with voicemail fallback.
Regulatory status: Verified
Recording consent: Enabled
12
Active Numbers
4
Teams
3
Fallback Rules
Skills-based routing, whisper coaching, and escalation ladders keep hot leads with the right experts.
Live cost dashboards, credit guardrails, and carrier monitoring keep budgets predictable worldwide.
Queue SLAs, retry logic, and conditional forwarding guarantee fast responses during every spike.
Equip your team with dialers, routing logic, coaching tools, and analytics—all stitched together so inbound and outbound calls run smoothly from one workspace.
Deep Dive
Choose between click-to-call, power dial, or preview modes. Dynamic pacing respects carrier limits, automatically drops answer-machine voicemails, and logs call outcomes back to Salesforce or HubSpot instantly.
From provisioning numbers to analyzing recordings, ConnectAgent keeps outbound and inbound calling aligned with your process, compliance standards, and revenue goals.
Stage 1
Provision local and toll-free numbers, verify caller IDs, and configure business hours so outbound calls show the right brand identity and inbound routes smoothly.
SetupStage 2
Upload lead sheets or sync CRM lists directly into queues. ConnectAgent auto-scrubs DNC entries, normalizes formats, and keeps lists fresh with scheduled sync jobs.
DataStage 3
Set round robin or skills-based routing, retry logic, and escalation paths. Queue SLAs ensure every lead receives attention within the promised timeframe.
QueueStage 4
Agents power dial from the browser, drop voicemails, and log outcomes automatically. Real-time coaching tools let managers whisper or join calls when needed.
OutboundStage 5
Inbound calls ring the web dialer first, then follow custom forwarding rules to mobile devices or backup teams so no prospect is ever left waiting.
InboundStage 6
Live metrics track connect rates, handle times, and revenue influence. Recordings and transcripts feed QA workflows, coaching, and automated follow-up sequences.
InsightsLive Metrics Snapshot
Review queue performance, drill into recordings, and ensure callbacks happen on time. Call logs, forwarding rules, and agent analytics live together so your team never loses the thread.
Call Initiatives
Renewal · Customer Success
Connect Rate
42.0%
Answered calls / total dials
Avg Handle Time
06:12
Talk + wrap time
Recordings
612
Stored & transcribed
Forwarding
After-hours → +1 (415) 555-8100
Performance Highlights
Snapshot of outcomes from this initiative
Connects
259
Voicemails
188
Transfers
36
Top Calls
Maya Patel
Duration 02:18 · Renewal closed
Jordan Lee
Duration 05:40 · Follow-up scheduled
Luis Romero
Duration 04:12 · Upsell opportunity
Missed or Escalated Calls
Natalie Smith
+1 (917) 430-1122
No answer
Next: Retry in 2 hrs
Mark Chen
+1 (206) 388-7781
Busy
Next: Auto-forward to mobile
Aria Lopez
+1 (510) 745-4431
Voicemail full
Next: Send SMS recap
Let's transform the way work works. Book an intro to see our demo in action.
Learn more about our company's journey in revolutionizing multi-channel communication and campaign management.
