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Warm calling

Call every positive reply while it’s still warm.

Interested replies from your outreach tools land as call-ready leads. Lead Hero finds their mobile number, puts the conversation beside the call, and lines up who to call next.

Illustration: an interested reply from Instantly becomes a lead with a phone number, is assigned to a rep, gets an AI opener written from the reply, and rings in the dialer.

AI opener

Open with what they said.

Lead Hero writes the first line of the call from the prospect’s reply, inside a template your manager sets.

  • The reply beside the call

    The email or LinkedIn conversation sits in the lead sidebar and opens full size in one click.

  • Your template, one slot

    Managers write the opener on an offer profile, and AI fills in only what the prospect replied about.

  • Pick the offer

    With more than one offer, reps choose which one the opener is written for, and can ask for a rewrite.

Lead · Jordan Ellis · Script

Instantly Conversation · Jordan · today

Sounds interesting. Free this afternoon if you want to call: 512-555-0148

Your opener, from their reply

Written for

“Hi Jordan, Maya here. You said this afternoon works, so I’ll keep it quick on how you route inbound freight quotes.”

Lead assignment

Split leads the way you want.

Turn on automatic assignment to share new warm leads between reps by percentage, with an optional pool that stays unassigned.

  • A weighted split

    Give each rep a share, or split evenly in one click.

  • Pass uncalled leads on

    If nobody calls within the time you set, from 30 seconds to 24 hours, the lead moves to the next online rep.

  • Only leads that are ready

    Leads are not passed on while their number is still being found, or once they are booked.

  • Set by owners and managers

    Both options are off until you turn them on, and each workspace can have its own.

Settings · Lead Assignment
  • Maya Brooks40%
  • Theo Grant40%
  • Shared poolLeft unassigned20%

Pass it on after5minutes ▾

Who to call next

The next call, already picked.

Call recommendations line up the next lead from each rep’s priority list, so nobody scrolls a list deciding who to dial.

  • Priorities you control

    New replies, due callbacks, interested but not booked, then no pickups by default, up to 20 priorities per rep.

  • Calling hours in their time zone

    Leads are only offered inside calling hours in the lead’s local time.

  • A review window before each call

    10 seconds by default, from dialing right away up to a minute, or wait until the rep presses Call.

Call recommendations

Call recommendations

Next up: New replies · Replied 4m ago

12 eligible leads

Jordan Ellis · Ridgeline Freight

Calling in 10s

Speed to lead

See how fast replies get called.

Analytics shows how long warm leads wait for their first call, with the first 5 minutes marked as the goal.

  • Alerts the moment a reply lands

    An in-app alert with a sound, an optional Slack post, and an optional text for reps who opt in.

  • Missed Instantly webhooks are replayed

    Failed deliveries are picked up every 30 minutes, without creating duplicate leads.

  • The number is found for you

    A phone in the reply or signature is used first, and replies without one go through the enrichment waterfall.

FAQ

Warm calling questions.

Your cold email gets the reply. Lead Hero gets the call.