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How to Track Success and Manage Responses

Monitor responses, manage conversations, and review Agent performance using CallSine’s built-in messaging tools and analytics suite.

Updated over a month ago

Available on all CallSine plans, including Free Trial.

Overview

Once your Campaign Agent is live, your primary task is to monitor responses and follow up with prospects. CallSine provides in-app notifications, a built-in inbox, and reporting tools so you can track successes without leaving the platform.

When a prospect replies, they will not automatically be removed from future outreach. To learn how to stop outreach, see the article on removing a prospect from Agent outreach.


View Success Notifications

In CallSine

New responses appear on your Home page. Click New Responses above the Daily Digest to see replies.


You can respond directly inside CallSine or click View in Table to open all new responses in the People table.

Real-Time Alerts

CallSine can send live notifications to your preferred channels, such as:

  • Slack

  • Microsoft Teams

  • Email inbox

These alerts help you follow up quickly, even when you are not actively in the app.

To configure success notifications or enable integrations, contact the CallSine team.


Manage Email Replies

The built-in email inbox keeps all prospect replies in one place.

  1. Click the envelope icon in the left menu.

  2. New replies appear at the top of your inbox.

From here, you can:

  • Read and reply to messages

  • Compose new emails

  • Follow up with warm leads from inside CallSine


Manage LinkedIn Responses

To review LinkedIn activity:

  1. Hover over the LinkedIn icon in the left menu.

  2. Select one of the available tabs:

  • LinkedIn Messages — View and respond to messages and InMail

  • Connection Requests — See pending requests

  • Connections — View all accepted connections

You can sort by unread or read, and message threads appear in a view similar to LinkedIn’s native interface.


View Agent-Level Analytics

To review performance for a specific Agent:

  1. Open the Agent in the Campaign Editor.

  2. Click the Reporting tab.

You will see cumulative stats, recent successes, and content strategy performance. This helps you understand which messaging is working and where improvements might be made.


View Account-Wide Analytics

To explore broader performance metrics:

  1. Click the graph icon in the left menu.

  2. Select Charts or Table.

You can customize visual charts, apply filters, and export results. To learn more, see the article on using the Analytics dashboard.

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