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Managing Call Sessions

Call Sessions under Dialer → Sessions lists every calling block in your account: the ones you are preparing, the one you are in, and the ones you have finished. Use it to pick up where you left off, see how a session went, and put the people you never reached back into your queue.

Creating a session and calling through it is covered in Starting a Call Session. This guide is about the list itself.


1. The list

The list opens filtered on your own sessions. Both filters are remembered per user.

Filter by user — pick another user to see their sessions, or clear the field to see everyone's.

Status — one of:

FilterShows
RelevantEvery session except archived ones (the default)
DraftSessions that have organizations but have not been started
ActiveSessions in progress
CompletedSessions where every organization was called or skipped
AbandonedSessions that were ended with organizations still waiting
ArchivedSessions you have archived

Click the refresh icon to reload. Click any row to open the session view. Use the paginator at the bottom for 10, 25 or 50 rows per page.


2. Columns

ColumnWhat it means
UserWho owns the session
NameThe name given when the session was created, or Unnamed
StatusSee the table above
ProgressOrganizations handled out of the total, counted as called plus skipped. A note shows how many were skipped
Success RateShare of the session's dispositioned calls that got a positive disposition. Empty until at least one call has a disposition
DurationTotal talk time across the session's calls. Set when the session ends
StartedWhen the session was started
EndedWhen it was completed or abandoned. Empty while it is still open

Which dispositions count as positive is set with the Type field on each disposition under Settings → Dialer. Meeting booked and Interested are the usual ones; No answer and Not interested are not.


3. Session statuses

A session moves through these states:

  1. Draft — created but not started. Organizations can be added from a search or a list. Nothing has been called yet.
  2. Active — you pressed start and are working through the queue. You can only have one active session at a time; resuming another one abandons the current.
  3. Completed — the session was ended and every organization had been called or skipped.
  4. Abandoned — the session was ended while organizations were still pending. This is the normal outcome when you stop for the day halfway through a list.
  5. Archived — you removed it from the default view. The calls and statistics remain.

When a session ends, Funnelfeedr sums the duration and credits of its calls and stamps the end time.


4. Actions

The buttons at the right of a row depend on its status.

New Session (header) — creates a Draft named Call Session plus today's date and opens it. Add organizations to it from a search or list, or rename it in the session view.

Start (Draft) — opens Call Session Settings before calling begins:

  • Enable call recording — record the calls so they can be transcribed and analyzed afterwards.
  • Enable realtime transcription — transcribe live during the call, which is what powers coaching and script tracking mid-call.
  • Automatically set call disposition — the AI picks a disposition during the call and saves it when the call ends. You can change it afterwards.
  • Call Script — attach an active script of type Call; see Building Call Scripts.

If you have no phone number assigned, the dialog says so. Ask an admin to assign one before starting.

Resume (Abandoned) — reopens the session as Active and takes you straight back into it, with the remaining organizations still in place.

Requeue unreached (Completed or Abandoned) — moves every organization that was still pending or was skipped into your personal call queue under Dialer → Queue. Contacts already live in the queue are not duplicated. A message tells you how many were requeued. The session itself is unchanged, so you can requeue the same session again later without side effects.

Archive (Completed or Abandoned) — hides the session from the Relevant view. Find it again under the Archived filter.


Tips

  • Prefer Resume over a new session when you stopped halfway through a list: the progress, success rate and duration stay in one place.
  • Use Requeue unreached at the end of a campaign instead of building a new list of "the ones we never got hold of".
  • Compare Success Rate across sessions that used the same list to see whether a new script or a different time of day made a difference.
  • Archive old drafts you never started. They otherwise sit in the Relevant view forever.