Available on all CallSine plans, including Free Trial.
Overview
The Profile Page gives you a complete view of a prospect—who they are, how they entered your system, and every interaction your team has had with them. It is split into two main sections:
Left panel: Prospect information
Right panel: Outreach and engagement history
You can return to the People Table using Back (top left) or move to the next prospect using the arrow controls (top right).
Left Panel: Prospect Information
The left panel contains core data and context about the prospect. At the top, you’ll see their name, avatar, email address, and a link to open their LinkedIn profile.
Profile Tab
Displays biographical and company details. Click the pencil icon to edit fields such as:
First Name / Last Name
Job Title
Company Name
City / State
Industry
Phone
Company Website
LinkedIn URL
Work Email
Status (Open, DNC, In Conversation, etc.)
Tag
Assigned User
Email Provider
LinkedIn Tab
Shows enriched LinkedIn insight, including work history, skills, education, and posts. You can engage with posts directly from this tab using AI-generated comments.
Activity Tab
Lists all logged activity, including drafts and sent outreach.
Notes Tab
Used to add internal notes, call results, or other context. Notes can also be added from the top-right of the Profile Page using the note or trophy icons.
Intelligence Tab
Displays AI-generated insights about the prospect, similar to insights shown on the Agent > People tab or in the Power Dialer.
Right Panel: Outreach & Engagement History
The right panel shows how your Agents have interacted with the prospect across all channels.
Tasks Tab
Lists all outreach tasks. You can:
See which Agent created the task
Identify outreach type (email, LinkedIn, call)
Check sent date and time
Preview the outreach message as generated by the Agent
Emails Tab
Shows all email activity with the prospect—both sent and received through CallSine.
LinkedIn Tab
Shows LinkedIn engagement, including connection status and message history. You can also see which teammate is connected and whether the profile is open.






