Sales manager dashboard
Connect rate, talk time, meeting conversion, and cost per qualified meeting - per campaign, script version, and industry vertical so you compare apples to apples. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
- ✓Date/industry/agent filters
- ✓CSV export and BI webhooks
- ✓Conversion drop alerts
QA sampling
Random transcript samples for review - without listening to 500 calls manually. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
Objection analytics
Charts of top “no’s” and hang-up points - clear script improvement hints. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
Technical quality
Response latency p95 and barge-in events for teams optimizing the voice pipeline. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
Weekly optimization rhythm
Friday review: connect rate, top three objections, drop-off points. Ship one script change per week and compare to baseline - avoids changing too many variables at once. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
- ✓BI export via webhook
- ✓SMS alerts on conversion drops
- ✓QA sample 20 calls/week
Sales, RevOps, and deployment collaboration
Coldbot features are built for joint work - reps, CSM, and RevOps share one dashboard. Every Friday: connect rate, top objections, meeting conversion. One script change per week, then scale. Wire CRM in week one of the pilot so personalization and reporting are trustworthy from day one.
- ✓Weekly sales review rhythm
- ✓One script change per iteration
- ✓CRM mapped before scale
- ✓Alerts on conversion drops
FAQ
Frequently asked questions
Recordings available?
Yes - retention policies and role-based access.
Looker/Sheets?
Export and webhooks - full API on Enterprise.
Real-time?
Campaign metrics refresh within minutes.
GDPR?
Access control, DNC, recording disclosure in script.
Per-rep reporting?
Yes - filter dashboard by owner and campaign.
Do we get a dedicated CSM?
Growth and Enterprise include onboarding support; Enterprise adds a solution architect.
