Upcoming Calls tab is the default landing page once you click on AI Scheduler β Scheduled Calls. It's the page where you'll be able to see all of the upcoming calls with your leads/invitees that are scheduled, sorted by date and time by default.
From Upcoming calls you can perform the following actions:
View call and contact details
Cancel a call
Reschedule a call
Viewing call details
On the scheduled call card, you will be able to see the following
Call time
Invitee name
Host name
Event name
Event type
In case Zoom is not integrated or Google Calendar not connected, it will show red badge "Action Required" , meaning that the host needs to send link manually
If you want to view more details about a call, simply click on any of the scheduled call and the details will open in a dropdown.
You can view the invitee details as well as event details like Google Meet link or Zoom link
In case Zoom is not integrated or Google Calendar not connected, it will show red badge "Action Required" , meaning that the host needs to send link manually
You can view the answers to all the invitee questions
You can access the Contact Card by clicking on the invitee email
You can cancel or reschedule a call
Cancelling an upcoming call
Open Call you would like to cancel
Click on the "Cancel" button
New window will appear to confirm and add notes, reason for cancelling
If added, cancellation information will appear next to the call, including information on who cancelled the call
Cancelled calls will be automatically hidden and can be seen after applying filters (explained in Filtering Calls section bellow)
Rescheduling an upcoming call
Note: If rescheduling is allowed in Event Time & Limits, 'Reschedule' button will be shown and vice versa.
Here's how you can reschedule a call:
After clicking the "Reschedule" button, new window will appear where you'll be able to choose new Host, by selecting one of the two options available:
Round Robin β The call will automatically be scheduled according to the Event Priority
Select Manually β Select a Host to whom you want to assign the call
After selecting a Host, booking page will open, from where you can select new date and time of the event
Reschedule confirmation message will appear
And you'll be able to see new date and time of the rescheduled event, with additional information who rescheduled the call
Filtering Calls
Filters can be applied to Upcoming and Past calls both.
Filter options differ between user permissions. By default, Super Admins have all filters and options within filters available, while Users (Closers) have limited filter options.
Super Admin / Sales Manager Filters visual overview
Other users Filters visual overview
Navigate to "Filter Applied" button from the Scheduled Calls page, and filters available will show. Select preferred filter, and choose specific option within it.
Here's a video overview of Filters, how to turn them ON and reset back to default view.
And, here's a quick video on how to show cancelled calls we were explaining above.
Feel free to use same approach for filtering out Scheduled or Rescheduled calls only.
Learn more about Scheduled Calls filters