The CallRail Glossary

New to CallRail? Don't get lost in translation.

There's no lack of buzzwords when it comes to lead tracking. We use dozens of terms to describe our intuitive and powerful call analytics that are trusted by more than 100,000 businesses around the world. Not sure what "Call Intelligence," "Dynamic Number Insertion," or "Visitor Tracking" mean for your business? We're here to help.

The following glossary is your reference point for all of the language we use at CallRail.


Abandoned Call - A call is considered "abandoned" if it is unanswered and it ends less than 15 seconds after it was placed. When that happens, it is likely the recipient's phone did not have time to ring and the caller did not intend to connect to the business.

Account Center - A hub inside of a CallRail where you can use a single login email address to access multiple accounts. When Account Center is set up, you’re able to quickly and seamlessly switch between CallRail accounts you have access to once you've confirmed your access to your other accounts.

Using Account Center inside of CallRail.

Activity - This tab contains all of the activity for your CallRail account. Here, you'll find your call log, text message history, and all form submissions. This data can be filtered to access granular information about the activity on your account.

Learn more about activity filters.

Google Ads - Google’s online advertising program that allows you to place different kinds of advertisements around the web. CallRail accounts can be integrated with Google Ads to track your calls as conversions.

Setting up CallRail's Google Ads integration.

Agents - Agents are users in your CallRail account who have access to Lead Center. Any call flow where an agent name is listed as a destination will report the call under that agent's name in the call log. 

Learn more about agents in CallRail.

API - The Application Program Interface is a set of protocols and tools that can be used to programmatically access and modify the data in your CallRail account. It is intended for developers and customers looking to integrate custom software directly with CallRail.

The latest CallRail API documentation.

Automation Rules - Automation Rules allow you to classify your interactions automatically. You tell us which types of interactions you want to focus on—based on criteria such as marketing source, call length, and even which words are spoken during and interaction—and we’ll qualify, score, tag, or assign a value to the ones that meet your criteria.

Learn more about Automation Rules.

Billing - Billing and up-to-date invoice information are available to any administrator on a CallRail account. Account administrators can also choose to receive monthly invoice emails.

Learn more about billing and invoices.

Blocked Callers - This feature allows you to block and prevent phone numbers from calling or texting companies in your account. Blocked calls and text messages will not appear on your reports.

How to block callers in CallRail.

Call Flow - The process a caller goes through from the moment they first dial your number to the moment they hang up. CallRail’s powerful Call Flow Builder allows you to allows you to create unique, fully customizable call flows for each of your tracking numbers.

Create a Call Flow in CallRail.


Conversation Intelligence - CallRail's Conversation Intelligence suite includes Transcript intelligence and Automation Rules. These tools use automation and machine learning in order to transcribe and categorize calls to your business.

Call Monitoring - A feature that allows you to listen to active calls within Lead Center.

Call monitoring in Lead Center.

Call Notifications - CallRail can send you custom notifications about specific interactions with calls, like missed calls, voicemails, first-time callers, or calls matching a specific tag. These notifications can be sent via email, text or desktop alerts.

How to set up call notifications in CallRail.

Call Recording - A feature that allows you to automatically record phone calls received by your tracking numbers. After a call ends, the recording will be available to replay in your call log and email notifications.

Learn more about call recording in CallRail.


CallScribe - The feature that used to be called CallScribe is now called Transcripts! See the entry under "Transcripts" below to learn more.

- CallRail accounts can be closed at any time. When a CallRail account is canceled, all tracking numbers are immediately released and calls will no longer route to your business.

Closing a CallRail account.

Challenge Calls - Challenging a call will prompt the caller to press 1 to complete the call, which helps confirm that a caller is a person, not a robodialer. You can set certain tracking numbers to challenge calls, including ones that aren't currently assigned to a website visitor.

Learn more about challenging calls in CallRail.

Companies - Any organization that requires separate access to call tracking reports. You can create company-specific user accounts so that stakeholders can access only the reports pertinent to their business. Every CallRail account supports unlimited company accounts.

How to create a new company in CallRail.

Company Summary Email - Company Summary emails provide a breakdown of call activity for companies within your account. You can choose the data presented in your email, including total calls to a company, total minutes used by a company, as well as statistics on new callers, keywords, and sources driving calls to your business. You can choose to receive these emails on a daily, weekly, and monthly basis.

How to set up Company Summary Emails.

Destination Number - The number where the phone will ring when customers dial your tracking number. This is typically your primary business phone number. Destination numbers can be updated at any time without interfering with call routing.

Change a destination number in CallRail.

Dial Step - A step in the Call Flow Builder that routes callers to a single phone number, Agent, or SIP address. Dial steps are typically used in conjunction with greetings and menus.

How to create a dial step in the Call Flow Builder.

Dynamic Number Insertion -  The act of swapping a phone number on a website with a tracking number using CallRail's JavaScript snippet.

Dynamic number insertion overview.


Filters - CallRail's filters allow you to pick the type of calls you'd like to display on your activity dashboard or in your reports. These filters allow you to access granular data about your calls so you can see the most pertinent data set no matter which filters you'd like to use. You can also save your filters to easily find calls that fit specific criteria at any time.

Learn more about filters in CallRail.

Form Tracking - The Form Tracking feature allows you to immediately follow-up with prospects that contact you through a form on your website. Each time a customer fills out a form on your website, CallRail captures the contents of that form and instantly alerts you by phone call, text message, or email.

How to set up Form Tracking in CallRail.


Form Tracking Alert - You can choose to receive a call, text message, and email alerts when someone submits a form on your website. When you receive a phone call alert, CallRail reads the contents of the form to you, then gives you the option to immediately call the customer back at the number they provided.

How to set up Form Tracking alerts in CallRail.

Geo-Routing - A feature in the Call Flow Builder that allows you to automatically route callers to the business location closest to them. If you choose to route by area code, CallRail will detect the caller's area code and route them to the location you delegate in the Call Flow Builder.

How to set up Geo-Routing in the Call Flow Builder.

Greeting -A greeting is an audio message that plays to the caller before their call is connected. Greetings are often used in conjunction with call recording to announce to callers that their call will be recorded.

How to create a greeting in CallRail.

Hang Up - The hang up step in the Call Flow Builder will automatically disconnect your call.

Hubspot - A CRM, marketing and sales tool that helps companies organize, track and grow their pipelines. CallRail’s Hubspot integration gives you rich information about your callers and allows you to segment and score leads based on their calls and text messages to your business. 

Setting up CallRail's Hubspot integration.


Integration Triggers - You can use CallRail's integration triggers to customize how your call data reports to third-party analytics software. This allows CallRail to filter out data to your integrations according to specific rules that work best for your business.

How to create Integration Triggers in CallRail.

JavaScript Snippet - Your company's unique tracking code in CallRail. This code enables dynamic number insertion on your website to swap call tracking numbers on your web pages.

Learn more about the JavaScript snippet.  

Keypad Scoring - The Keypad Scoring feature allows you to enter valuable information about a call as soon as it ends. After each call, a brief automated survey gives you the option to score the call as a lead, add a tag to the call, and record a value for the call.

How to set up Keypad Scoring in CallRail.

Lead Center - CallRail's flagship lead management system and browser-based softphone allows you to capture, manage, and engage with leads, all in one place.

Learn more about Lead Center.


Menu - The menu step in the Call Flow Builder allows you to prompt your callers to press a number on their keypad to route to a specific person, department, or team.

Create a menu step in the Call Flow Builder.

Multichannel Attribution - A feature that gives you a better view of the caller's interaction path that lead to a phone call, including every source and page view that lead to a conversion. Multichannel Attribution is only available to accounts using visitor tracking.

Learn more about Multichannel Attribution.

Outbound Calling - The number that appears on a recipient's phone when you dial their number. You can customize which number appears when you make a call from any of your tracking numbers.

How to place an outbound call.

Podio - A web platform designed to help organize team communication, business processes, data and more. CallRail’s Podio integration allows you to create specific tasks according to incoming calls and text messages.

Setting up CallRail's Podio integration.

PortingThe process of transferring an existing phone number from one provider to another. Phone numbers can be ported from a provider into CallRail or from CallRail to another provider.

Port numbers in and out of CallRail.


Quick Texts - The Quick Texts feature lets you create reusable text messages to quickly send to your customers. Use Quick Texts to respond to missed call with a text message, or to send appointment reminders and promotions without having to generate a new message each time.

Learn more about Quick Texts.

Reports - The Reports tab gives you a detailed breakdown of where your callers are coming from, how often they are calling, and whether or not it is their first time calling your business. This data can be filtered to access granular information about the calls coming into your account. Report data can also be printed or exported as an Excel file.

Learn more about Report Filters.

Round Robin
- A feature in the Call Flow Builder that allows you to sequentially route phone calls to multiple destination numbers in a queue. You can set a specific amount of time that each number in the queue should ring before moving on to the next number. You can also use CallRail’s Round Robin feature with a weighted distribution, so certain destination numbers take calls more often.

How to create a Round Robin step in the Call Flow Builder.

Salesforce A CRM that lets you manage contacts and track opportunities. CallRail’s Salesforce integration allows you to fully customize how your call activities report to Salesforce. Salesforce is a premium integration.

Setting up CallRail's Salesforce integration.

Schedule - A feature in the Call Flow Builder that allows you to route calls to certain agents or departments based on your company’s business hours. This is commonly used by agencies who route calls to their office during the day, but a call center or a voicemail after hours.

How to create a schedule step in the Call Flow Builder.

Settings - The Settings tab is where you will find all of CallRail's integrations including Google Ads and Google Analytics. The settings tab is also where you can customize any of the email summaries or alerts we send for your account. You can also configure numbers, blocked callers, forms, and more here.

Simulcall - A feature in the Call Flow Builder that allows multiple destination numbers to ring simultaneously when someone dials your tracking number. The first destination number to answer the call will be connected to the caller, while the rest of the connection attempts are canceled.

How to create a Simulcall step in the Call Flow Builder.

Source Tracking - The process of assigning a phone number to a single campaign in order to track all of the calls that come from that single source. Source tracking numbers can be used directly on offline marketing collateral (most common) or on your website to track a single source using CallRail's JavaScript snippet.

Learn more about source tracking in CallRail.

Tags - Tags allow you to easily sort and categorize your calls, texts, and form submissions. Each company in your account has its own set of customizable color-coded tags. Tags can also be used as part of your Call Flow.

How to set up tags in CallRail.

Text MessageA text message sent to or from a phone number. You can send and receive text messages from any of your registered tracking numbers using Lead Center, the CallRail mobile app, or the Lead Center mobile app. Only local U.S. and Canadian tracking numbers can send and receive text messages.

Learn more about text messages.

Text Message Notifications - CallRail can send you custom notifications whenever a text message is sent to one of your tracking numbers. These notifications can be sent via email, text, or desktop alerts.

How to set up text message notifications in CallRail.

Tracking Number - A unique phone number that when dialed allows you to monitor, record, automatically transcribe and score phone calls to your business. Your tracking number will forward to a different number that you already own.

Learn more about the different types of call tracking.

Transcripts - Note: this feature used to be called CallScribe. This feature allows you to read entire conversations between your team and customers by transcribing your calls. Available in the caller's timeline, you can snap to important points in the conversation by clicking on the call recording's waveform and read the entire call transcript without having to listen to the call.

How to set up Transcripts in CallRail.



User - Specific persons or teams that you can add to your account to view and interact with your call data. Different user types have different privileges, like login access, as well as editing and creating tracking numbers and settings.

Learn more about users in CallRail.

Visitor Tracking - The process of assigning a phone number to a single visitor of a website in order to correlate calls to visitors and track which sources and keywords are driving phone calls. CallRail allows you to create a pool of telephone numbers that belong exclusively to your business for visitor tracking.

An introduction to Visitor Tracking.

Voicemail - A digital inbox for recorded messages left by your callers. You can create a custom voicemail in CallRail’s Call Flow Builder that will override the voicemail on a destination number when a call is received by a tracking number. Voicemails can also be transcribed in CallRail for your Conversation Intelligence plan's costs per minute. If you have included usage, your voicemails will apply to that total.

Create a voicemail step in a call flow.

White Label - The White Label feature allows agencies to present their own brand to a client. With white labeling, all CallRail branding is removed from an account and clients access the account via a custom subdomain with a different name and logo.

How to white label your account in CallRail.

Workflow - The Workflow tab is where you will find popular features like Call Flows and Tags. Here, you can also configure Automation Rules, Transcript intelligence, as well as manage your Lead Center Agents and Teams.

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