Answers about client campaigns, browser calling, reporting and getting started with Prospexe.
Prospexe is designed for agencies coordinating calling across client projects. Agents work prospect conversations while managers oversee campaigns, assignments and reporting. A single-brand team can also evaluate the workflow, but should check whether the agency-focused structure fits its needs.
Yes, agents can call manually with a browser headset or use sequential Dial and Go. Dial and Go previews the next record and counts down before automatically calling the best available number on that record. Configured parallel calling is also available. These require verified provider setup and operational readiness; an account alone is not proof that calling is ready.
No. The operator remains responsible for lawful contact use, applicable calling and email rules, and recording or transcription decisions. Product controls are not legal advice, regulatory approval or certification.
Authorised managers can prepare branded dashboard-share links with scope and expiry controls. Confirm the intended audience and project selection before distributing a link.
There is no advertised free trial or self-service checkout. Enquiries are followed up manually, and service scope and commercial arrangements are agreed through written Orders with manual invoicing.
Use the demo enquiry page and describe the workflows you want to see. We usually reply within two working days to arrange a conversation. Your request is an enquiry, not a confirmed booking or a trial.
Manual calling lets an agent start a call from a prospect record. Sequential Dial and Go previews each record with a countdown, then automatically calls its best available number: mobile first, otherwise the phone number. Configured parallel calling can ring up to 10 lines, subject to provider setup and operational checks. The maximum is a capability, not a recommended setting or a forecast of connected calls.
A supported browser, microphone permission, a working headset and a configured telephony provider are prerequisites. Verify the calling mode, numbers and permissions with the responsible manager. Check an answered call, a failed connection and a return call before using a live campaign.
Yes. Campaign-specific fields can capture qualification information such as a contract end date, number of sites or employee count. Configure the field types and import mapping around each brief, then check a demonstration record before giving the campaign to agents.
Callback reminders sit alongside the prospect's ownership, call history and pipeline context. Demonstrate a promised callback and an agent handover to check what the next agent sees and how the manager reviews follow-up. Agree ownership and outcome definitions for the campaign.
No. Inbound channels, live captions and saved transcripts depend on provider configuration, workspace readiness and permissions. Establish the applicable recording or transcription rules and your retention policy before enabling them.
No. An imported address does not establish consent or another lawful basis. Your organisation must decide its marketing rules and suppression obligations. Prospexe lets senders narrow E-Shot recipients and excludes contacts marked Not Interested; review the full audience before sending.
Agent and project dashboards support performance review within the manager's access scope. Reporting periods, outcome definitions and permissions affect what a figure means. Ask to see the exact metrics and permitted exports you need; this website does not promise a custom calculation or an unnamed reporting integration.
Prospexe runs an introductory training session covering setup and use, followed by assistance by phone, email and the in-app support system. Introductory training and ongoing support are included. Out-of-hours assistance or large tasks may be chargeable once agreed with you.
CSV and XLSX import mapping is supported. Review field mappings, source labels and import history with a representative fictional file. Establish lawful use, exclusions, duplicates and access before importing real contacts. A supported file format does not imply an automatic migration from every CRM.
Confirm the service scope, users, onboarding, support, telephony usage and email-provider charges, along with the applicable contract documents. Prospexe uses written Orders and manual invoicing. Sending a demo enquiry does not create a workspace, start a trial or purchase a service.
