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Why does my teammate see different pages?

You see the parts of Alli connected to your account and the access assigned to your email. If something you need is missing, ask the team to check your access.

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Does every website visit become a lead?

No. Web shows visitors identified as leads, so its count is not a count of every visit to your site. Not every lead has every contact detail. See AI Lead Detection.

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Why are some contact details blank?

A dash means the detail was not given or was not found. For a Voice lead, open the call to see the conversation. For a Web lead, use the available details and your existing customer records. Report incorrect information through support.

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Does appearing in Leads mean someone asked us to call?

For Voice, read the call summary and transcript to see what the caller requested. A Web lead came from identified website activity and does not, by itself, tell you that the person requested a call or text. Use the contact preferences and permissions your business has on record. See Following up on leads.

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Why do I have more calls than Voice leads?

Calls includes the calls Alli answered. Leads includes calls identified as sales inquiries. Existing-customer questions and other calls can appear in Calls without becoming a lead.

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Where are my recordings and summary emails?

Open Voice, then Calls, and select a call for its recording, transcript and summary. Summary emails go to the address on file for the line. The team can change that address.

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Can I edit Alli, install Web or connect a CRM myself?

The current client dashboard is for viewing your calls, leads and results. The team handles setup and connection changes. Send a website request, integration request or call-handling update with the details of what you need.

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How do I export leads or send them to another tool?

If you need a file or a connection to another system, tell the team which leads you need, the date range and the destination. The team can confirm the available option for your account. See Connections and integrations.

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How do I change my plan or ask about billing?

Use Account and billing questions. The team can confirm your current services, charges and available changes.

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Where can I find the policies?

Read the current privacy policy, terms of service and data and recording notice. For an account-specific data request, contact support. Something still looks wrong? Start with Troubleshooting.