Calling Sessions

A calling session turns a list of prospects into a single, focused dialling run. Instead of looking up each number and dialling it yourself, you build a list once and Alva walks you through it — surfacing the right script and company context for each call, dialling the next number automatically, and tracking your progress as you go.

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Starting a session

Go to Calls → Calling Sessions and click New Session.

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Build your call list

There are two ways to fill a session:

• From your CRM contacts — search and select contacts that have a phone or mobile number. Use Select All to add everyone matching your search.
• From a BDR agent — pick one of your BDR agents and Alva loads every company in its outreach pipeline. Contacts with phone numbers become direct entries, and companies without a direct contact are added as a main line entry so you can call the switchboard.

Each entry in the queue is tagged as either:

• Direct — a named contact’s phone or mobile
• Main line — a company’s main switchboard number

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Choose how you dial

You can switch between manual and auto-dial at any point during a session.

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Working a session

The session screen is built for speed and gives you everything in one view:

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Your queue

On the left, your full call list with a progress bar showing how many you’ve completed. The current prospect is highlighted, and you can click any upcoming entry to jump to it. Completed entries show a coloured dot for the outcome you logged.

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Company context and script

In the centre, Alva shows the company information for the current prospect — industry, size, location, website, and a short summary — so you’re briefed before they pick up. Below it sits your call script:

• A pitch script when you’re calling a named contact directly
• A discovery script when you’re calling a company main line

Alva picks the right one for each entry automatically. You can switch scripts from the dropdown if you need a different one. Scripts are written and managed by admins in Settings → Telephony.

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Controls and live stats

On the right, choose which number you’re calling from and watch your session stats update live:

• Dials — calls placed
• Connects — calls that connected
• Pitches — calls that ended in a positive outcome

There’s a running session timer too, so you can see exactly how productive a block of calling has been.

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Dialling and outcomes

For each prospect you Dial, talk, then log an outcome — exactly as with a normal call. You can also Skip an entry to move past it without calling. In auto-dial mode, logging the outcome rolls you straight on to the next prospect. Every call in a session is recorded, transcribed, and logged to the CRM just like any other call.

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Pausing and reopening

Sessions move through three states:

• Active — you’re dialling; pause whenever you need a break
• Paused — resume to pick up where you left off
• Completed — you’ve worked the whole list

Finished a session but want to revisit it? Open it and click Reopen Session — it returns to active and keeps all your completed entries, so you can carry on dialling any that remain.