CallScore classifies your calls as qualified leads depending upon on criteria specific to the industry you serve. This feature is available at no additional cost for all CallRail pricing plans.
With CallScore, we'll automatically score each incoming call to a company based on machine learning models that have been built, created, and tested for accuracy. Once a call is automatically scored, you can see the caller's score within your activity dashboard, email notifications, and call details pages.
Determine which campaigns drive the best calls to your business, and take the manual labor out of scoring your calls. Communicate lead status with the rest of your team to ensure proper follow-ups occur.
Use this article to learn how to:
- Set up CallScore
- Customize the type of calls that are scored automatically by CallScore
- Find and update a call's score
Call recording will need to be enabled for tracking numbers that use CallScore. CallScore messages can only be read in English (US).
Set up CallScore
CallScore is company-dependent within your account. Follow the instructions below for each company where you'd like to activate CallScore.
- Click Settings at the top of the page.
- Choose the company where you'd like to use CallScore if you have more than one company in your account.
- Select Scoring within the Workflow menu on the left side of the page.
- Slide the toggle to ON.
- Choose whether you'd like to score all calls or score specific calls. If you choose the option to score specific calls, you'll see a table appear. Pick the tracking number, call type, duration, and/or tags to set parameters for the calls we should score.
- Click Save to activate CallScore.
Find and Update a CallScore
Once you've activated CallScore for your account, you can view and change any call's score from your call log, caller timeline, or Lead Center. Use this set of instructions to learn how to find or update a call's score on the call log.
- Select Activity at the top of the page.
- Find the Qualified column on your call log, and press the + icon that appears when you hover over the column. Note: You may need to add "Qualified" to your table settings if haven't already.
- Select the thumbs up icon to score the call as a qualified lead, or click the crossed out thumb to indicate the call was not a qualified lead.
- Once you've received calls that have been scored automatically, the CallScore tooltip will tell you who scored the call. You'll see "CallScore scored this call as a qualified lead" if it was automatically scored, or you'll see the name of the user who scored the call if the call was manually scored.