Overview
Once your Campaign Agent is live, your main job is to track successes and respond to prospects. CallSine makes this easy with in-app notifications, integrated inboxes, and a full analytics suite—so you can stay on top of results without leaving the platform.
Note: Once a prospect replies they will not automatically stop receiving Agent outreach. For more information on how to stop a prospect from being outreached to: How to Remove a Prospect from Agent Outreach.
1. View Success Notifications
In CallSine
All new responses are visible on your Home Page as soon as you log in. Just look for the New Responses bar at the top.
Clicking into this section shows you which prospects have responded, allowing you to follow up directly through CallSine. You can also click "View in Table" to pull up the full list of new responses in the People Table.
Live Notifications
To help you stay on top of these moments, CallSine offers integrations that send real-time alerts whenever you get a success. Notifications can be configured to flow into:
Slack
Microsoft Teams
Your personal email inbox
Wherever you get notifications
This ensures you can quickly respond to prospects, no matter which channel you prefer to work from.
Setting Up Integrations
Integrations are flexible and can be tailored to your workflow. To configure success notifications for your account, please contact the CallSine team. We’ll walk you through the setup process and make sure updates are delivered to the right place.
2. Manage Email Replies
To access your email inbox:
Click the envelope icon on the left-hand menu
From here, you can:
View unread and read messages
Reply directly within the platform
Compose and send new emails
Ensure every warm lead is followed up with
The interface is designed to feel familiar—similar to your everyday inbox.
3. Manage LinkedIn Responses
To manage LinkedIn conversations:
Hover over the LinkedIn icon in the left-hand menu
Choose from the following tabs:
LinkedIn Messages
View and respond to LinkedIn messages and InMail
Sort by unread or read
Message threads look and feel like LinkedIn’s native interface
Connection Requests
View pending connection requests
Connections
See all accepted connections (i.e., who you’re currently connected with)
4. View Agent-Level Analytics
Your dashboard also displays your Agents' performance and success logs so that you can check their work at a glance. If you want to get more info, you can go to the Campaign Editor and see more.
To track how a specific Agent is performing:
Go to the Agent’s Campaign Editor
Click the Reporting tab
You’ll see:
Cumulative performance stats for the Agent
Strategy-specific insights—which Content Strategies are performing best
5. View Account-Wide Analytics
To access broader analytics for your entire account:
Click the graph icon in the left-hand menu
Select Charts or Table from the popup
From here, you can:
Build and customize visual charts
Export filtered results
[Learn how to customize your analytics dashboard → How to Use the Analytics Dashboard]