Calls
See your calls and missed calls, read each call's summary and transcript, and let Ask Fondaro prepare the follow-up.
Calls shows every call you made and received, and the missed calls that need a call back. Open Leads in the icon bar and click Calls in its sidebar. A violet number beside it counts the calls missed since you last looked.
Check your calling at a glance
Pick the period with the key at the top of the page: Today, Last 7 days, Last 30 days or Last 90 days. The numbers, the chart and the list all follow it.
Under it are four numbers, each compared with the period before:
| Number | What it counts |
|---|---|
| Total calls | Every call you made or received |
| Missed | Incoming calls nobody answered |
| Answer rate | The share of incoming calls picked up |
| Avg duration | The average length of connected calls |
Click a number to see it per day in the chart below. Point at a day (or tap it on a phone) to see its value; on Total calls it also splits the day into outbound, inbound and missed.
Choose which calls you see
- All calls and Missed, at the top of the list, switch between every call in and out and the incoming calls nobody answered, newest first.
- Owner (admins), the key beside the period, shows another person's calls, a team's, or Everyone's. You always see your own calls: the ones you made and the ones that rang you.
Call back a missed call
- A missed call from a lead gets a call back task on your Calendar at the next half hour in your working hours. Another missed call from the same lead that day joins the same task.
- A caller who is not a lead yet shows their number, with Copy number and Message on WhatsApp.
Click a row to open the lead, then press Call.
Read a call
Press the caret at the end of a row (on a phone it can sit in the row's ⋯ menu), or move to it with J and K and press Space. The call card opens under it. The same card is on the lead's activity.
- Summary and next steps sit on the card. They arrive shortly after you hang up; until then it says Transcribing, then Summarising.
- Analysis adds sentiment, the lead's interest, topics, objections, coaching tips and a suggested follow-up date.
- Transcript shows who said what, with the time. Click a line to play the recording from there.
- The recording loads when the card opens. A long call takes a moment: the play button fills as it arrives. If it says Recording unavailable, press the arrow next to it to try again.
Each row also shows how the call ended. See Read how a call ended.
Review a call with Ask Fondaro
After a call there is usually a status to move, a call back to book and homes to send. Ask Fondaro can prepare it for you to approve.
- Press Review with Ask Fondaro on the call (the Fondaro mark), on its row or on the lead's activity.
- If the call has no transcript yet, Fondaro makes one first. The button says it is preparing.
- Ask opens beside you, reads the call and proposes what follows from it.
- Approve or reject each proposal there.
It can propose a status change, a task with a time you agreed, a change to a deal, and a follow-up email. When homes fit, it makes the brochure straight away, so the email already carries its link. Ask the same conversation to swap homes and it updates that brochure. A short or empty call may need nothing, and Ask says so.
A proposal you leave unanswered expires after 7 days.
To reopen a review, open the call's Analysis and press Open Ask Fondaro's review at the end, or choose it from the call's ⋯ menu in Calls.
Take the step it offers
A few seconds after a call is transcribed, its card can show up to three next steps, such as Book the viewing or Send matching listings. On the list, point at a row to see the Fondaro mark.
- A small change, like a status or a tag, happens at once with Undo.
- A step that needs no writing, like booking a viewing, opens its card ready for your approval.
- A step that writes words, like an email, uses AI and says so before you press it.
Right-click one and choose Not now to hide it.
Turn call review off (admins)
To hide Review with Ask Fondaro for everyone in your agency, open Settings › My agency › AI & models and, under Call review, switch off Review calls with Ask Fondaro. With call recording off, there is nothing to review.
Check the line quality
A finished browser call can carry a chip, Line: Good, Degraded or Poor, or a pulse icon on the lead's activity. Click it to open the Connection report:
- a plain verdict and what is worth checking;
- your side and the caller's side, so you can see where a problem was;
- delay, loss and audio levels across the call;
- Technical details for your IT team, and Copy report for IT to paste into an email.
The report never includes the recording, phone numbers or addresses. The phone network's part can take about 30 minutes to arrive; the report fills in while it is open.