Call Runner

Call Runner helps you follow a reviewed calling framework while keeping prospect context, notes and next actions close to hand.

Internal pilot. Call Runner is switched on for the Kolvera team while the pilot continues. General plan availability has not been announced; a guide or MCP tool listing does not grant access.

Set up a framework

  1. Eligible users open Frameworks, choose the Desk and name the framework.
  2. Use generation if wanted. Review the source preview, selected information, replacement options and displayed cost before starting. MCP offers the same preview through preview_call_framework_generation.
  3. Read the draft, correct unsupported claims and resolve validation errors. Warnings need review even when they do not block publishing.
  4. Use the editor to adjust lines and connect response choices. Test on a prospect, then publish the version you want callers to use. Editing a draft does not change the published version.

Credits and recovery

Generation costs 5 credits. Check the preview before starting. Failed or interrupted generation is refunded when its outcome is resolved; check status before launching another run. A completed draft still needs your review.

Generation shows queue/running/completed state and progress. Reopen the window to check an existing run, or use get_call_framework_status. If someone edits the framework during generation, review the stopped run and preserved edits before trying again.

Run a call

  1. Open the prospect or the Desk's prospect drawer and choose Call Runner. It uses the latest published framework for that Desk.
  2. Check the prospect, company and available source context. Choose the appropriate visible Call type; use only verified candidate information and agreed commercial terms.
  3. Select responses as the conversation progresses. Keep notes and use Prospect details to read calls, emails, SMS, LinkedIn and meeting history without leaving the runner.
  4. Review the outcome and next action when finishing. Logging an outcome is separate from sending an invitation or a follow-up message.

No float, no fake float. Only describe a candidate you are authorised to represent, and check source claims before using them. Missing information needs a question, not an invented answer.

Callbacks and meetings

Schedule callback saves a dated reminder without sending a calendar invitation. MCP's schedule_call_callback needs the contact, date/time with timezone offset and optional note.

At a meeting step, choose Choose a meeting time, review recipient, calendar and timezone, then explicitly create the meeting and send the invitation. Through MCP, preview_call_booking previews details; confirm_call_booking is the separate confirmation. Check the returned calendar status before repeating a booking.

Contact restrictions

A request for no further contact must be saved as a contact restriction. The runner waits for the restriction to save before completing that exit; if saving fails, retry the restriction. A refusal is not permission for another channel or a follow-up.

Related

Dialler places calls; Tasks holds callbacks and follow-ups. See Calendar & Meeting Prep and Credits & Plans.