Using IntrlumeConversations

Conversations

Open Conversations to read, replay, and share any call — the transcript, recording, summary, key topics, and the details your agent captured.

Every call your agents make or answer lands in Conversations, whether it came from a campaign, a source, the web, or a test.

Conversations has two tabs over the same work:

TabOne row perUse it to
Callsa single callRead, replay, or share one conversation
Contactsa personSee everyone being called, and what has happened to them so far

Calls is the tab you land on.

The list

Each row is one call:

ColumnWhat it shows
ContactWho was on the call
FromWhere the call came from — a campaign, a lead source, the web
AgentWhich agent handled it
DispositionHow it ended
LengthHow long the two of you actually talked
WhenWhen it happened

Click any row to open the call.

Find a specific call

Search by name or number, then narrow with the filters above the table:

  • Time range — Any time, Today, Past week, Past month, or a custom range.
  • Direction — All calls, outbound, inbound, or web.
  • Disposition — answered, voicemail, no answer, busy, failed, or cancelled.
  • Source — Campaign, Test call, Web URL, Embedded web agent, or any lead source you've connected.
  • Length — Under 30s, 30s – 1 min, 1 – 2 min, Over 2 min.

Read a call

Open a call and you get five panels:

  • Recording — play the call back, if recording is on for that agent.
  • Summary — what happened, in a few lines.
  • Key topics — what came up.
  • Captured — the details your agent collected during the call.
  • Transcript — the full conversation, turn by turn.

No recording or transcript? Check Record calls on that agent's Profile tab — it governs both.

Call dispositions

The Disposition badge says how a call ended.

DispositionMeaning
answered / completedSomeone picked up and the call ran its course
voicemail / machine detectedAn answering machine picked up
no answer / missed / timeoutNobody picked up
busyThe line was engaged
rejected / failedThe call couldn't be completed
cancelled / skippedThe call was called off before it connected
short callConnected, but ended almost immediately
pending / in progressNot settled yet

A dash means the call hasn't produced a disposition yet.

Share a call

Use Share summary on an open call to send its summary to someone who doesn't use Intrlume.

Contacts

The Contacts tab is one row per person rather than per call — everyone your agents are working, whichever engine is calling them.

ColumnWhat it shows
ContactWho they are
FromWhere they came from
StatusHow far they have got
TriedHow many calls have actually been attempted
Last CallWhen you last spoke
Next CallWhen they are due next

From reads source: and the source's name, campaign: and the campaign's name, or Inbound when they rang you. One person can carry more than one: a website lead a campaign has since picked up shows both.

What a status means

It depends on which engine owns the contact:

Owned byStatus reads
A sourceNew, Callback Scheduled, Contacted
A campaignPending, In Progress, Completed, Failed

Tried counts calls that were actually attempted, never calls still queued. Someone sitting in a campaign nothing has dialled yet reads 0.

When the next call lands

Next Call means two different things, and the column says which:

  • From a source, it is an exact time held for that one person.
  • From a campaign, it is the time for the whole batch — everyone in it shares it.

Open a contact

Click any row for that person's whole story:

EntryWhat it records
ReceivedThey arrived from a source — open it to see exactly what was sent
ReachedA call connected
No answerNobody picked up
FailedA call could not be completed
Joined campaignA campaign picked them up
StoppedCalling stopped
ScheduledA call still to come

Every entry is something that happened, except Scheduled — that one is a promise, not a record.

See also