Why does my call show in KPIs but not in coaching?
Download MarkdownThis is expected behavior, not a bug. Answered human calls count in your KPIs almost immediately, but a call only enters Coaching when it is a real, transcribed, long-enough human conversation.
This is expected behavior, not a bug. Answered human calls count in your KPIs almost immediately, but a call only enters Coaching when it is a real, transcribed, long-enough human conversation.
A call counts in KPIs but stays out of Coaching when any of these is true: it was under the 60-second minimum, the transcript has not arrived yet (the row shows "No transcript yet"), Call Transcription is off in your CRM, the call was a voicemail or missed or unanswered call, or auto-summarize is off. Confirm Call Recording and Call Transcription are both on in your CRM, wait for the transcript, and use Summarize if auto-summarize is off.
Related Articles
- Do I have to build my own CRM?You do not have to build a CRM yourself. If your agreement includes a LeadAttractor CRM installation, the team prepares it with you during onboarding. Confirm the included pipelines, workflows, templates, support and training agai
- How do I connect CloseMagnet to my CRM?Usually the LeadAttractor team connects it for you during onboarding. If you need to connect or reinstall it, the account owner goes to Settings -> API (https://app.closemagnet.com/settings/api). An old Settings -> Integration boo
- Which CRM settings must stay on for CloseMagnet?Three settings in your LeadAttractor CRM are load-bearing:
- What syncs to my CRM, and what does not?Syncs from CloseMagnet into your CRM: buyers write back to their contacts (about 30 buy-box fields plus standard address), offers push a note onto the buyer's contact, and lifecycle tags (buyer active/not active, and seller in-con