Good to see you
What are we working on?
👤
LIVE
Current Queue
No list loaded yet. Upload a CSV or load a saved list to start dialing.
Settings
Rep preferences — brand color, profile picture, quick unlock, message templates. Voice cleanup and Pulse Coach are provided by the backend; no API keys required.
Pulse Coach Voice
Pick the voice Coach uses when it talks back to you.
Mock Data (Demo Mode)
Fills the app with sample contacts, dials & reports for demos and training. Toggle off to return to your real data.
Your Info
Used to auto-fill demo confirmation texts. Name, email, and phone are set by your admin — Zoom Link is yours to edit.
Quick Unlock
Skip typing your email and password on this device.
Coach Interaction
Let your Coach send you motivation and check-ins while you dial. Turn off to only hear from it when you tap in yourself.
Coach Voice Audio
When on, your Coach speaks its replies out loud. Turn off to get text-only replies — nudges and everything else still work the same.
AutoDial
Dialer only. After you disposition a call, the next card gets a 4-second review window — the Call button fills green and auto-dials when full. Tap anywhere on the card to cancel and dial manually instead.
Export Contacts
Every field for matching records — contact info, notes, calls, texts, status history — dumped to one CSV. Dead contacts are included by default (compliance record-keeping).
Change Password
Brand Color
Message Templates
Shared across your team — the same templates show up on every device. Placeholders: {first}, {last}, {company}, {city}, {myphone}
Loading templates...
Version —
Last Updated: —
Load Leads
Upload one or more CSVs, then save them together as a campaign.
Required columns (case-insensitive, flexible naming): company, first name, last name, phone. Everything else is optional bonus data.
Campaigns
Choose a campaign to dial
Loading campaigns...
—
— leads remaining
0
Total
0
Dialed
0
To Go
—
—
—
Zoom Mode
Bigger name, company, and buttons. Hides the extras so there's less to hunt for.
Session Complete
—
Time Dialing
00:00
—
0
Dials
0
Texts Sent
0
Interested
0
Leads Left
Outcomes This Session
No calls logged this session.
Contacts
Everyone you've dialed — notes, calls, and texts, all in one place.
Contacts
Follow-Ups
Activity
All Time
Today
This Week
This Month
Loading contacts...
Reports
Today
This Week
This Month
—
Total Dials
—
Texts Sent
—
Interested
—
Voicemails
Last 7 Days
Dials per day
Disposition Breakdown
Loading...
CRM Snapshot
Needs the new Contact Status fields added to Airtable — see Pulse-v22-Airtable-Schema-Updates.md. Shows — until those exist.
—
Leads in Queue
—
Total Contacts
—
Contact Rate
—
Active Follow-ups
—
Demos Scheduled
—
Closed Deals
Status Breakdown
Loading...
Calendar
Today
This Week
This Month
List View
Calendar View
Loading...
Team Reps
Manage who can log in and reset passwords.
Signed in as
—
Loading reps...
Campaigns
Every campaign across every rep. Tap Reassign to move one.
Loading campaigns...
Rep Performance
Tap a rep to see their full breakdown.
Loading performance data...
Global Settings
Visible only to Admins.
Backend Connection
Airtable, Claude, and ElevenLabs credentials are managed on the backend. Contact your platform admin to update them.
Team Message Templates
These are the same templates every rep sees in their Settings → Message Templates.
Data Tools
Finds leads that ended up as more than one record — usually from the same contact appearing in two uploaded lists.
Quick Unlock (Admin account)
Its own 4-digit code, separate from your Rep account's.
Duplicate Leads
Groups leads that share the same phone number across your lists. Nothing is deleted until you say so.