Adding Call Values

Adding values to calls helps you keep track of high-value leads and see the amount of revenue brought in by each agent, PPC keyword, and marketing source. You can assign call values manually or create automated call value actions through Keyword Spotting.

Getting Started

There are three ways to manually add a value to a call:

  1. In Lead Center during or after a call
  2. Through Keypad Scoring immediately after a call
  3. On the caller timeline anytime after a call

For information on how to add a value in Lead Center or through Keypad Scoring refer to the corresponding help articles. This article will show you how to manually add a value to the caller timeline.

In order to create automated call values through Keyword Spotting, Transcripts and call recording must be activated in your account. These features are available on the Conversation Analytics and Analytics Suite product bundles. Use our help article to see or change your pricing.

Read more about Transcripts in this help article.

Manually Add a Call Value

  1. Click Analytics in the navigation bar on the left, then click Activity at the top of the page.
  2. Find the call where you'd like to add a value and click to access that caller's Timeline.


  3. Click the + next to ValueA field will appear where you can enter an amount for the call.

  4. The green "Saved" icon will appear to indicate we've saved your value.

Create Automated Values with Keyword Spotting 

Keyword Spotting is company-dependent in your account. Use these instructions for each company where you'd like to create a value action for a call.

  1. Click Analytics in the navigation bar on the left, then click Settings at the top of the page.

  2. Choose the company where you'd like to create a value action.

  3. Select Keyword Spotting within the Workflow list in the left menu.

  4. Use the Speaker drop-down to choose which speaker you'd like to track keywords for.


  5. Use the Any/All drop-down to determine whether one or all keywords must be spotted to trigger any further actions. 


  6. Enter the keywords you'd like to appear in the caller timeline. Keyword Spotting can also detect "close matches" to any of these words. For example, if you use "schedule" as a keyword, the system will also detect "scheduled," "scheduling," and "schedules."

    Keyword Spotting only understands standard English words that can be found in a dictionary. For example, a proper noun like "CallRail" or your business's name may not be recognized by our system.

  7. Select any Call Criteria that must be met for further action to be taken after we've spotted your keywords.

  8. Click + Add an Action and select apply value to add a call value when all of your criteria is met.


  9. Enter an amount for the call value.


  10. Select + Add Keyword Set to create additional keyword sets with custom fields if needed.

  11. Click Activate to enable Keyword Spotting or Save to update your settings.