TalonPulse User Guide

Sign in with your username and password. Some accounts may ask for a 6-digit security code.

• Use the forgot-password option if it is available.
• Ask your manager or account admin if your account may be inactive.
• Access may vary by role, so not every user will see every page or button.

Most users will spend their day in Command Center, Conversations, Leads, and Campaigns.

• Start in Command Center to review alerts and activity.
• Open Conversations and reply to high-priority leads first.
• Keep lead stages accurate so filters, reporting, and handoffs stay useful.

The Leads page is your team's main list of people or businesses you are trying to reach.

• Search, filter, import, export, assign, and update lead records.
• Add a valid phone number or email before normal outreach can happen.
• Use filters before bulk actions so you only update the leads you intend to update.

Conversations helps your team decide who needs a reply and what should happen next.

• Mission Control highlights unanswered replies, high-interest leads, and cold conversations.
• Pipeline groups conversations by stage so teams can focus quickly.
• Review AI-written drafts before sending and respect opt-outs or Do Not Contact status.

Campaigns organize outreach to a group of leads for follow-up, re-engagement, or a specific offer.

• Campaigns may be Draft, Active, Paused, or Archived.
• Before launch, confirm the audience, message, channel, timing, and AI-written content.
• If a campaign appears blocked or behaves unexpectedly, contact support.

Automations help TalonPulse take common actions when something happens, like a new lead arriving.

• Rules may add leads to campaigns, send follow-ups, update fields, or route work.
• Review the trigger, action, and scope before turning a rule on.
• Turn a problematic rule off if you have permission and contact support.

Command Center shows what needs attention now. Analytics helps managers understand performance over time.

• Watch reply rate, booking rate, close rate, meetings, messages sent, and pipeline value.
• Use Analytics to spot trends, not one-off changes.
• Check date ranges and filters first if a number looks wrong.

AI Config controls assistants, products, company knowledge, and workflows. Access may be limited.

• Only trained users should change assistant tone, instructions, or appointment behavior.
• Keep company knowledge current when services, pricing, policies, or offers change.
• Never paste passwords, security codes, or secrets into Copilot.

Admins can review messaging health, users, templates, branding, integrations, and notifications.

• Use Communications to confirm texting and email connection status.
• Keep team access current and remove access for people who no longer need it.
• Review templates and branding before using them in live outreach.