How to Use Scheduled Calls

Open Dashboard > Calls > Scheduled. Every outbound call Kai is about to make, is currently making, or just finished shows up here. The page auto-syncs with the underlying telephony provider when you load it, so the statuses you see are fresh.

The header shows when call data was last synced. Click Refresh any time to force a re-sync.

Three filter chips at the top let you narrow the list:

• All — every outbound call regardless of where it came from.
• Form Callbacks — calls triggered by a webhook (someone filled out a form on your site and Kai is calling them back).
• Campaigns — calls that are part of an outbound campaign you set up.

Below the filter chips, four counters show your pipeline at a glance: Pending, Failed, Scheduled, and Completed Today. Click the failed counter to filter the list to webhook callbacks that did not go through.

The card below the summary breaks down the current results by status — scheduled, queued, in-progress, ended, failed, busy, no-answer, cancelled — so you can see at a glance where calls are stuck.

Each row is one outbound call attempt. Columns:

• Lead — the lead's name. Click to open their lead record.
• Number — the phone number. Click to dial it from your own phone.
• Agent — which Kai agent will run the call.
• Source — webhook (form callback) or campaign, with a label showing exactly which one.
• Attempt — current attempt number out of the configured max retries.
• Scheduled / Started — when the call will fire (for pending) or when it began (for completed). Anything past due displays a red OVERDUE badge.
• Status — color-coded badge. Failed calls show the underlying error message under the badge.
• Duration — total call length once completed.
• Actions — depends on status (see below).

The button you see in the Actions column depends on the call's current state:

• Cancel — appears for scheduled or pending calls. Stops the call from going out.
• Retry — appears for failed webhook callbacks. Re-queues the callback to fire again.
• Dispatching... — shown while a webhook callback is being handed off; no action needed.
• View Call + View Lead — for completed calls, jump to the call detail or the lead record.

On a phone or narrow screen, the table collapses into stacked cards — one card per call — with the same information and actions, just in a column layout.

• SDR Pipeline — automate which leads Kai calls back and when
• Follow-up Workflows — multi-channel sequences that schedule these calls
• Call History — review the calls once they have happened