Platform Features

Powerful Tools for
Human-Led Growth

Everything you need to orchestrate high-volume outbound without losing the human touch.

Core Feature

Live Coaching Console

The command center for your sales floor. Watch conversations in real-time with live transcription. Take over or transfer to a closer when the moment is right.

  • Real-Time Transcription

    See every word as it happens with speaker role identification.

  • One-Click Takeover

    Jump into any live call seamlessly when you spot an opportunity.

  • Live Transfer to Closer

    AI qualifies the lead, then transfers directly to your closer.

  • AI Call Summaries

    Automatic post-call summaries so you never lose context.

Transcript
LIVE
03:42
AI Agent
Hi Sarah, I understand you were looking into updating your commercial coverage?
Lead
Yes, our rates keep going up. We need something better.
AI Agent
We offer a free policy review — would you like to speak with one of our specialists right now?
Lead
Yes, that would be great. Put me through.
Transferring to closer...
AI Speaking
Conference active
Quick Actions
ENTERPRISE DASHBOARDLast 7 Days
2,847
Total Dials
847
Conversations
89
Meetings
Campaign Performance
SDR Leaderboard
Disposition Breakdown
Lead Action Metrics
$47
Cost / Meeting
$312K
Pipeline Generated
Analytics

Enterprise Dashboard

17 widgets across 5 collapsible sections. Filter by campaign, date range, or SDR. Know exactly what's working at a glance.

  • Campaign-Specific Views

    Drill into any campaign with dedicated lead action metrics.

  • Date & SDR Filters

    Slice data by date range, individual rep, or team.

  • Disposition Breakdown

    See exactly how calls are being categorized and where leads go.

  • ROI Tracking

    Cost per meeting, pipeline generated, and conversion rates.

Automation

Visual Workflow Builder

Build trigger → action automations with a drag-and-drop canvas editor. Fire workflows on call events, webhooks, or manual triggers.

  • 9 Built-In Actions

    SMS, Slack, Discord, tags, lead creation, webhooks, branching, and more.

  • 5 Trigger Types

    After call, closer invite, inbound webhook, manual, and scheduled.

  • SMS Phase 2

    Send to lead, closer, or all closers with retry logic and E.164 normalization.

  • Expression Engine

    Dynamic variables like {{lead.firstName}} and {{call.duration}} in any field.

Insurance Follow-Up
After Call Ends

disposition = "qualified"

If/Else

lead.tags contains "insurance"

YesNo
Send SMS
Add Tag
Webhook
Add Node
Triggers
After Call
Closer Invite
Actions
Send SMS
Send AI Call
If/Else
Add Tag
Webhook
Slack
LEAD IMPORTStep 4 of 4
Imported Successfully
1,247
Duplicates Skipped
43
Invalid Records
10
Assigned to:Insurance Outbound • Lead List #3
Lead Management

Smart Lead Import & Lists

Upload CSVs, map fields, and assign leads to campaigns in one flow. Organize leads into lists with multiple lists per campaign.

  • 4-Step Import Wizard

    Upload, map columns, preview, and import with detailed error reporting.

  • Campaign Assignment

    Assign leads to campaigns via lead lists during import.

  • Pool Locking

    Atomic lead locking prevents two reps from dialing the same person.

  • Batch Operations

    Bulk restore, reassign, and manage leads at scale.

Integrations

Connect Your Stack

Native integrations with the tools your team already uses, plus webhooks and API for anything custom.

  • Slack & Discord

    Real-time deal alerts and team notifications via OAuth or webhooks.

  • AgencyZoom

    Native bi-directional lead sync built for insurance agencies.

  • Webhooks & API

    Push call outcomes and lead updates to Salesforce, HubSpot, GoHighLevel, Pipedrive, or any tool.

Slack
Discord
AgencyZoom
Webhooks
TCPA-Friendly

Built for Compliance

Every feature designed with compliance in mind. Human oversight on every call.

Human Oversight

Every AI call has a human watching. Real-time intervention when needed.

Full Call Recording

Every call recorded and stored. Complete audit trail for compliance reviews.

Disclosure Options

Choose transparent AI disclosure or natural conversation. You control the approach.

One-Click Opt-Out

When someone says 'remove me,' they're off the list company-wide within seconds.

Full Call Recording

Every call recorded with complete audit trail for compliance reviews.

Consent Tracking

Track consent status per lead with custom field support.

See These Features in Action

Book a 15-minute demo and see how CallView AI works for your specific use case.

Book Your Demo

Or email us at emil@callview.ai

Color Scheme