Lead Source
Alerts & monitoring

Spot the call problems worth a closer look.

Monitor unanswered calls, low balances, and failed deliveries so your team can investigate.

Reporting & monitoring · Built for US call workflows
Lead SourceIllustrative example
Sample activitySignal

Unanswered calls

Choose what to monitor

Focus on the call, balance, or delivery conditions relevant to your work.

Explore the steps above. Sample details show the workflow, not a live account.

Reporting & monitoring

What changes in your day.

A missed call and a failed event delivery are different problems, but both can interrupt a useful workflow. Bring operational signals into view and connect each alert with the records needed to understand it.

01

Watch for unanswered calls

Identify call-handling issues and inspect the route behind them. Use the signal to check receiving numbers, schedules, and fallback behavior.

02

Keep balance problems visible

Review low-balance conditions before they become a recurring routing problem. For pay-per-call workflows, funding and credit rules can affect buyer eligibility.

03

Investigate failed deliveries

See when information did not reach a connected system. Review the delivery and use the available retry workflow after addressing the cause.

From setup to review

Put it to work.

  1. 01

    Choose what to monitor

    Focus on the call, balance, or delivery conditions relevant to your work.

  2. 02

    Open the underlying record

    Review the call timeline or delivery details associated with the alert.

  3. 03

    Resolve and verify

    Make the appropriate correction and check the next result.

A closer look

Useful answers before you start.

Explore the workflow above, then bring your own requirements to an early-access conversation.

Do alerts guarantee an issue will be fixed automatically?

No. An alert makes a condition visible. Your team should investigate the cause and verify the result of any correction.

Will every alert arrive as an email digest?

Do not assume that. The monitoring workflow and an email summary service are different. Review available alert destinations during setup.

Meet your next growth tool

Let’s connect the dots on your calls.

Get an early look at Lead Source, built for the way your business handles calls.