Table of Contents
Components of a Lead Call #
- Call Assist dials a Lead.
- The Lead Answers the call.
- Recorded Message is played to the Lead.
- Call control instructions are played.
- Lead Dials 1 to connect to Team, 3 to Opt out of further calls.
- Call Assist dials Teams.
- Agent answers call.
- Whispertext is read to the Agent.
- Call control instructions are played.
- Agent Dials 1 to connect with lead or 3 to escalate to the next Agent.
Triggering from the Web UI #
Two ways to trigger a Call from the Web UI.
- Calls

- Leads

How to Make a Lead Call from the Web UI #
- Who should we call first?
Existing or New Lead - Which Lead should we call?
Select Lead to call - What Team should we call after the Lead answers and Dials 1?
Select Team to connect the lead with if they dial 1. - Optional – Filter the Team Members.
Remove Team members from the call. - Optional – When should the call Start.
Schedule the call for a future date. - Optional – Change Call Settings
Override the default team settings for the call. - Make Call

How to Make a Lead Call from a Webhook Integration #
{ "phone": "15555555555", "type": "lead", "source": "webhook", "fname": "John", "lname": "Smith", "company": "Zoomer Media", "email": "jsmith@example.com", "category": "Aging leads" }