The Koncert Dialers - Crimson Release Notes (2025) includes enhancements that will bring you a better Koncert experience.

The topics are as follows:

▼ Koncert XDR Chrome Extension for Salesforce

▼ UI Enhancements

Smooth Access Across All Screen Sizes

Network Bandwidth Bar

New In-App Support Button

Inclusion of Copyright Message

Enhanced Product Tour

▼ Dialing Session

DNC Functions Renamed to "Snooze" with New Options

New Notification for Optimized Dialing in AIPD

Enhanced Notification for Phone Call Audio Option

Call Recording Playback

"Last Conversation" Option in the Dialing Session Tab

AI-Powered Live Assist in Call Disposition Window

▼ Lists

New Enhancement in Lead Pool Settings

New Export to CSV Feature in Failed Records Window

New Field – Source Report Name

▼ Analytics

Achievements Sub-tab

Conversations to Meetings

Interactive Walkthrough for Analytics tab

Improved User Selection Filter in Analytics

New Column – Post Transfer Delay in Talker Call Disposition Report

▼ Call Recordings

Seamless Call Recording Navigation

▼ Salesfloor

Invite Users to Salesfloor Meetings via Shareable Link

Auto Listen & Call Duration Display in Salesfloor

▼ Administration

Expanded Follow-Up Due Options in Call Disposition

Update to Phone Column Selection for AI Parallel Dialer

Minimum Duration for Conversation Setting

Restricted Call Log Settings

New Outreach and Salesloft Fields

New Achievements Tab

New Default Outcomes for New Organizations

Sales Engagement Platform – Call Disposition Mapping Enhancement

HubSpot Activity Fields – New Display and Mapping Enhancement

Enhanced Field Addition – Task Fields from CRM

▼ Workspace

Profile Picture Upload & Background Color Customization

Seamless Authorization for Salesloft and Outreach Users

Koncert XDR Chrome Extension for Salesforce

Koncert has introduced a new XDR Chrome Extension for Salesforce, enabling users to make calls directly to individual contacts or leads using Click Dialer within their Salesforce CRM account. This eliminates the need to switch to the Koncert application, streamlining the dialing process.

Installation and Setup

Contact Koncert Support for assistance with installing the XDR extension in Chrome.

After successful installation, log in to the extension using your Salesforce credentials by clicking the Login button.

After successful login, a Green Phone icon will appear next to contact or lead numbers in Salesforce.

How to Use

Initiating a Call:

Click the Green Phone icon next to a contact or lead number. The XDR extension will automatically open, connect with the bridge using Computer Audio, and dial the contact/lead.

During the Call:

If needed, play a voicemail.

Once the call is completed:

Click Hangup icon to disconnect the call. 

Select the Call Disposition and add any Call Comments.

Optionally, create a Follow-up or Referral.

Click Save to record the call disposition. 

Configurable Settings

You can configure the following settings in the XDR extension:

Enable International Dialing – Allows users to make international calls through the extension.

Default Call Comment – Default comment Dialed by Koncert to be applied automatically when logging a call disposition. This saves time by avoiding manual entry.

Voicemails Manage voicemail options within the extension:

• Select Voicemail – Choose a pre-recorded voicemail to play during the call.
• Delete – Remove an existing voicemail.
• Record – Create a new voicemail.
• Play – Preview the selected voicemail before using it.

Caller ID – Defines the Caller ID settings for outbound calls:

• Custom – Select a specific Custom Caller ID from the list.
• Automated Local Presence – This option provides a local presence to the prospects. A pre-set pool of Caller IDs is added to the system and mapped to the area codes being dialed.

UI Enhancements

Smooth Access Across All Screen Sizes

To improve navigation on smaller screens or when using zoom-in option in the browser, Koncert has added a More option in both the Dialing Session and Administration tabs. This ensures all sub-tabs remain accessible, even in compact views.

Dialing Session Tab:

When screen size is reduced (for example, while using Koncert in Laptop with smaller screens) or zoom level is increased, a More dropdown has been added.

This dropdown includes Canceled Calls, Callbacks, and Hidden By Filters (if filters applied), ensuring users can still access these sub-tabs without layout disruptions.

Administration Tab:

Similarly, a More option has been added to the Administration tab. Any remaining sub-tabs will be grouped under this dropdown for easy access.

Benefits:

❇️ Ensures a cleaner, more responsive interface on smaller screens.

❇️ Prevents layout breaking when zooming in.

❇️ Provides seamless access to all sub-tabs without unnecessary scrolling.

Network Bandwidth Bar

A Network Bandwidth bar has been added to the top right, allowing users to monitor their current connectivity status in real-time. This feature will be enabled on a request basis.

When hovered over, the icon displays the current bandwidth in Mbps. The icon dynamically changes color and network points based on network strength:

• Red → Poor Connection
• Yellow → Average Connection
• Green → Good Connection

If the network is highly unstable, the icon will display a below warning.

Benefits:

❇️ Helps users identify potential connectivity issues.

❇️ Ensures a smoother experience by alerting users to weak or fluctuating connections.

❇️ Quick and easy access to real-time network status.

Koncert has introduced a new column, Conversations to Meetings, in the Executive Summary Report under the Advanced tab to provide deeper insights into sales performance.

This metric represents the ratio of conversations to meetings, helping users track conversion efficiency.

Formula – # Conversations / # Meetings

This enhancement provides greater visibility into meeting conversion rates, helping teams optimize engagement strategies.

Interactive Walkthrough for Analytics tab

We’ve introduced a new interactive walkthrough for the Analytics tab to enhance the user experience.

This guided tour will help users understand the key features and functionalities available within the tab.

A step-by-step pop-up guide will appear when you visit the Analytics tab during onboarding, providing an overview of its purpose and features.

Next – Click to move through different sub-tabs and explore key functionalities effortlessly.

Skip Option – Click to dismiss the walkthrough instantly.

Done – Upon clicking, the walkthrough will disappear.

Brief Introduction – Each pop-up provides a concise overview of the tab’s purpose, making it easier for users to understand its value.

Benefits:

❇️ Reduces learning curves for new users.

❇️ Ensures users can maximize the Analytics tab’s potential

Improved User Selection Filter in Analytics

Koncert has introduced an update to the Users filter in the Analytics module for improved user control and reporting.

Previously, the Users filter included the following options for both Admins and Managers:

• All Users
• Active Users
• Inactive Users
• List of Individual Users/Managers

What's Changed

Now, the above options will now be available only for Admins. An Info icon is now available next to the Inactive Users option. Hovering over the icon will display a tooltip explaining that reports will only reflect inactive users if they have dialed.

For Managers:

The options Active Users and Inactive Users have been removed.

Managers can now select only from All Users and Individual Users for more streamlined access

New Column – Post Transfer Delay in Talker Call Disposition Report

Koncert has introduced a new column, Post Transfer Delay, in the Talker Call Dispositions report to provide deeper insights into user response times after a transfer.

Post Transfer Delay –  Represents the time delay in response to the prospect by the user/talker after the transfer.

Applicability:

Applicable only for AI Parallel Dialer (AIPD) and Agent-Assisted Dialer (AAD) products.

Benefits:

❇️ Provides better visibility into user response times.

❇️ Helps managers identify and address delays to improve user engagement with prospects.

❇️ Enhances overall performance analysis in the Talker Call Disposition report.

Call Recordings

Seamless Call Recording Navigation

Koncert introduces an enhanced call review experience with the ability to navigate between call recordings directly within the View Call Recording & Call Transcript windows.

What’s New?

Previous & Next Call Navigation – Users can now move between previous and next call recordings while actively reviewing the current recording.

Streamlined Workflow – No need to switch between screens; seamlessly access recordings within the mentioned windows.

Enhanced Call Insights – Compare multiple calls for better analysis and decision-making.

How It Works:

Previous Recording – Click the left arrow () to listen to the previous contact's call recording while staying in the same view.

Next Recording – Click the right arrow () to preview and listen to the next contact’s call recording.

This update ensures a smoother, more efficient call review process, helping users gain insights without unnecessary navigation.

Salesfloor

Invite Users to Salesfloor Meetings via Shareable Link

Koncert has introduced a new Invite User option in Salesfloor, allowing hosts to invite attendees by quickly sharing the meeting links with them.

New Invite User Option:

Once a Salesfloor room is created, a new Invite a User tile will be available.

Clicking this opens a Share Meeting window, displaying the invite link. Alternatively, the hosts can also click the Share option in the Control Bar, which opens the Share Meeting window.

A Copy icon is available to quickly copy the invite link. Once copied, a confirmation message Copied to clipboard appears.

Attendee Access & Login Flow:

The copied invite link can be shared with attendees via any medium, such as email.

If the user is already logged into Koncert, clicking the link will take them directly to the meeting.

If the user is not logged in, they will be redirected to the login page and will automatically join the meeting after logging in.

New Alert Messages for Link Access:

If a host accidentally opens the own invite link while an active Salesfloor session is already running, the following alert will be displayed:

If an attendee/user attempts to join a meeting after it has ended, they will get the below notification:

All existing Salesfloor meeting functionalities remain unchanged.

Benefits:

❇️ Simplifies the process of inviting users to Salesfloor meetings.

❇️ Enables quick sharing of meeting links via copy-and-paste.

❇️ Provides clear alerts for hosts and attendees to avoid confusion.

Auto Listen & Call Duration Display in Salesfloor

Koncert has introduced a new Auto Listen feature for users with Observer access in Salesfloor, allowing them to automatically listen to ongoing meetings without manual intervention. Additionally, the Call Duration is now displayed next to the On Call status for better tracking.

Auto Listen Feature:

When enabled, Auto Listen automatically activates listening in the room where the host has started a Dialing Session and is connected with a prospect.

The Listen feature is only active when the host is in On Call status and is automatically disabled once the call ends.

Prioritization of Listening:

If multiple rooms exist, Auto Listen prioritizes the first room where the host connects with a prospect.

When the first room's call disconnects, Auto Listen switches to the next room only if the host is connected with a prospect.

Call Duration Display:

A Call Duration timer is now displayed next to the On Call status. This helps observers track the length of ongoing calls in real time.

Benefits:

❇️ Seamless Monitoring – Eliminates the need for manually switching between rooms.

❇️ Enhanced Efficiency – Automatically prioritizes active call rooms.

❇️ Better Call Oversight – Provides real-time call duration tracking for improved insights.

Administration

Previously, users could select a follow-up due date of 1 week, 2 weeks, 3 weeks, or 6 weeks from the dialed date.

Now, additional options have been introduced, allowing users to choose follow-up intervals in days or weeks for more precise scheduling.

Benefits:

❇️ Provides greater control over follow-up scheduling.

❇️ Enhances flexibility by allowing users to set due dates based on specific business needs.

Update to Phone Column Selection for AI Parallel Dialer

In this update, we have introduced changes to how phone columns are selected across different products in the Koncert application. Previously, phone columns selected by the Admin in the Administration » Company Setup were applied universally across all products.

Now, this functionality is specifically tailored for the AI Parallel Dialer (AIPD) only, i.e. Mandatory Phone Columns selected by the Admin under Company Setup in the Administration tab will now be applied only for the AI Parallel Dialer (AIPD).

The label Mandatory Phone Columns has been updated to Phone Columns for Dialing (AI Parallel Dialer only) to clarify that this setting applies exclusively to the AI Parallel Dialer. This helps users better understand the context and the scope of the settings when selecting phone columns for dialing.

The Info icon next to the Phone Fields in the Setting Summary window provides users with additional context about the phone fields selected for dialing when a user hovers over this icon.

A message will display indicating that if other phone fields are needed, users should reach out to their admin for changes.

Minimum Duration for Conversation Setting

Koncert has introduced a new setting called Minimum Duration for Conversation (in seconds) under the Company Setup » Call Disposition section.

The default duration is set to 0 seconds, meaning that by default, all calls are considered conversations regardless of length.

This setting allows the Admins to customize this setting to define the minimum duration (in seconds) required for a call to be considered a conversation. Calls that meet or exceed this threshold will be counted as conversations and displayed in Analytics metrics.

This ensures that only calls of meaningful length are included in conversation reports, allowing for more accurate analysis of call activity.

The Info icon next to this field shows a message that notifies the users that Koncert requires a minimum of 24 hours to apply these changes to the Analytics module for existing reports.

The Info Icon under the Conversation columns in the Analytics tab has been updated to display the newly set minimum duration (in seconds), so users can see exactly how the new settings are impacting their call metrics.

Restricted Call Log Settings

Koncert now integrates new fields for Outreach and Salesloft users to enhance tracking and reporting within the platform. These fields help users monitor email engagement more effectively.

Outreach:

First Email Date – This field tracks the first email date sent to a prospect within the Outreach platform. It helps users identify when the first outreach email was sent to prospects, improving follow-up strategy.

Salesloft:

First Email Date – This field records the first email date sent to a prospect in the Salesloft platform. Similar to the Outreach field, it helps Salesloft users track the first point of contact with their prospects.

Last Email Subject – This field captures the Subject of the last email sent to a prospect in the Salesloft platform. It provides insights into the latest outreach communication and helps users stay aligned with email content.

These fields are automatically synced and available for viewing within Koncert when integrated with Outreach or Salesloft.

You can view these fields under Administration » Custom Fields and make them visible in Dialing Session tab through the Customize View option.

Benefits:

❇️Improved Prospect Tracking: Easily see when the first email was sent and the most recent subject line to streamline communication.

❇️Enhanced Reporting: Provides valuable data for reporting and outreach analysis.

❇️Better Follow-Up Strategy: Helps users determine optimal follow-up timing and refine messaging for higher engagement.

❇️Increased Efficiency: Avoids confusion by ensuring all email history is visible in one place.

These updates streamline email tracking and improve communication management for Outreach and Salesloft users in Koncert.

New Achievements Tab

Koncert has introduced a new Achievements tab under the Administration section, allowing managers to set and monitor performance goals for their teams. This feature helps track key metrics like dials, conversations, and meetings, ensuring a more structured approach to performance management.

Setting Up Goals

To define team targets, click the Add Goals button. This opens the Goals window, where you can configure:

• Select Range: Choose the time period for goal tracking (e.g., Weekly, Monthly).

• Teams: Assign the goal to a specific team.

Each team can have only one active goal at a time. Attempting to create multiple goals for the same team will trigger an alert.

• Dials: Set the expected number of outbound calls.

• Conversations: Define the target for meaningful customer interactions.

• Meetings: Specify the number of meetings to be scheduled.

Once a goal is created, it appears in the Achievements tab with the following details:

• Range – The selected tracking period (e.g., Weekly, Monthly).

• Teams – The team assigned to this goal.

• Dials – The total number of dials expected.

• Conversations – The target number of successful conversations.

• Meetings – The number of scheduled meetings required.

• Created By – The Admin who set up the goal.

• Modified By – The Admin who last updated the goal.

Goal Calculator

After setting up goals, managers and users can utilize the Goal Calculator to estimate the effort needed to reach their targets.

• Select Range – Choose Weekly or Monthly tracking.

• Choose Goal Type – Select either Meetings or Conversations.

• Enter Target – Input the number of Meetings or Conversations desired.

• Click Calculate – The system provides estimated values for:

Estimated Conversations Needed – Number of conversations required to reach the goal.

Estimated Hours for Parallel Dialing – Approximate time needed for dialing.

Estimated Dials with Parallel Dialing – Expected total number of dials needed.

NOTE: Actual numbers may vary based on multiple factors such as call connection rates and conversation quality.

Achievement Overview

Managers can track their teams performance under Achievements in their Profile Info.

Clicking this option opens the Achievement Overview window, which provides:

Team Selection & Duration Display

• If a Manager belongs to multiple teams, they can switch between them using a dropdown menu at the top of the window.

• The current tracking duration (e.g., Current Month ~ 2/1/2025 - 2/28/2025) is displayed next to the dropdown.

Performance Metrics

• Dials, Conversations, and Meetings Progress –Displays the user’s actual performance against their assigned goals.

• Total Talk Time – Shows the cumulative duration of calls.

• Best in a Day – Highlights the user’s highest single-day achievement in dials, conversations, or meetings.

• Progress Bars & Goal Tracking: 

• • Visual Progress Representation: Each metric has a progress bar showing completion percentage.

• • Exceeding Goals: If a user surpasses their goal, the percentage will go beyond 100%. (e.g., If the goal was 10 dials and the user made 15, it will display 150%.)

• • Remaining Targets: If a goal is still in progress, the system displays the remaining count. (e.g., 7 conversations to go if the goal is 10 and the user has completed 3.)

Session Overview Popup

For Users and Managers, whenever a session is completed, a Session Overview popup appears, displaying:

• Dials, Conversations, Meetings – Count achieved in the session.

• Total Talk Time – Duration of calls in the session.

• Current Status of Achievements – Performance against set goals.

• If a User belongs to multiple teams, they can switch between them using a dropdown menu at the top of the window.

This helps users track their progress in real-time and understand their performance trends.

Detailed Performance Insights in Analytics

For a more detailed breakdown of team and individual performance, refer to the Achievements subtab in the Analytics module. This provides in-depth tracking, real-time insights, and performance comparisons. See Achievements Sub-tab for more details.

Enabling & Disabling Achievements

Administrators can control the Achievements feature from the Administration » Company Setup section.

Default Setting: Enabled (Yes) for all organizations.

Disable Achievements: If set to No, the Achievements feature will be turned off across the entire application, including Administration, Analytics, and Profile Info.

New Default Outcomes for New Organizations

When a new organization is created in Koncert, the following new User Call outcomes will be available by default:

• Bad Number
• Busy: Call Later
• Dialed - No Conversation with prospect
• Elevator Pitch Rejected
• false Positive: Dead Air
• false Positive: VM/Phone Tree
• Follow Up Required
• Gatekeeper Block - No Transfer
• Gatekeeper Transferred: Did not leave VM
• Gatekeeper Transferred: Left VM
• Objection: Already Have Solution
• Objection: No Budget
• Objection: Not A Priority
• Objection: Not Decision Maker
• Objection: Not Interested
• Opener Rejected Other

Sales Engagement Platform – Call Disposition Mapping Enhancement

Koncert has introduced an improved Call Disposition Mapping feature for Sales Engagement platforms, including Salesloft, Outreach, and Apollo.

New Process for Call Disposition Mapping

Once authorized any Sales Engagement Platform, a new Call disposition mapping window will appear automatically.

Also you can access it by clicking the Call Disposition Mapping link.

From this window, Admins can:

• Use Koncert Dispositions – Keep using the existing Koncert dispositions.

• Use <Sales Engagement Platform> Dispositions – Seamlessly replace Koncert dispositions with those imported from the authorized Sales Engagement platform.

For Salesloft, the option Use Salesloft Sentiments is also available to replace Koncert dispositions with Salesloft sentiments.

A list of available dispositions for each option will be displayed.

Select the preferred option and click Map Disposition to confirm the changes. All existing functionalities will remain unchanged.

NOTE: This feature does not apply to HubSpot.

HubSpot Activity Fields – New Display and Mapping Enhancement

Koncert has introduced an enhancement for HubSpot organizations, allowing activity-related fields from HubSpot to be retrieved and displayed under the HubSpot Activity Fields column.

New HubSpot Activity Fields

The following fields are automatically retrieved from HubSpot and displayed under the HubSpot Activity Fields column:

• Due Date
• Subject
• Task Priority
• Task Queue

Field Mapping

The following fields are automatically mapped to Koncert fields:

• Due Date
• Subject
• Task Priority
• The field Task Status can be manually mapped using dropdown options to the preferred field.

These fields can be made visible under the Dialing Session tab through the Customize View option. Refer to the article How do I move my columns around in Session?.

Enhanced Field Addition – Task Fields from CRM

Koncert has introduced an enhancement that allows users to add Task-related fields directly from their CRM without manual creation or mapping in Koncert.

New Process for Adding Task Fields

Select Prospect Fields from the Show dropdown and Click the Add a <CRM> Field button.

Choose Type – Task from the dropdown. From the Select a Field dropdown, select the task-related field you want to add (only task-related fields will be listed).

Click Save – The field will be automatically added to Koncert.

You can make this field visible under the Dialing Session tab through the Customize View option. Refer to the article How do I move my columns around in Session?.

Benefits:

❇️ Enhanced Flexibility – Easily add task-related fields alongside prospect and account fields.

❇️ Simplified Workflow – Reduces manual effort for field setup.

❇️ Improved Data Insights – Provides better visibility into task-related activities for deeper sales insights.

Workspace

Profile Picture Upload & Background Color Customization

Koncert now offers a profile picture customization feature in the Workspace » My Profile tab, allowing users to upload a custom profile picture or change the background color of their profile picture for a more personalized experience.

Profile Picture Upload – Users can upload a profile picture (Max size: 3MB) by clicking the Upload button.

(or)

Background Color Customization – Users can change the background color of their profile picture without uploading an image.

Benefits:

❇️ Improved Personalization – Users can tailor their profile to reflect their identity.

❇️ Enhanced Visibility – A customized profile picture makes it easier to identify users within the system.

❇️ Flexibility – Users who prefer not to upload an image can still personalize their profile with background color changes.

❇️Professional Appearance – Helps maintain a visually distinct and polished look within the platform.

This update enhances personalization, allowing users to create a more tailored and visually distinct profile.

Seamless Authorization for Salesloft and Outreach Users

Koncert has streamlined and automated the login process for new users in Salesloft and Outreach, enabling a faster and more seamless onboarding experience.

Users can now log in to the Koncert platform directly using their Salesloft or Outreach account credentials, eliminating the need for separate Koncert login details.

For Standalone Salesloft/Outreach Users

If your organization is directly integrated with Salesloft or Outreach, you can log in with a single step, provided your Koncert account is created using the same email address as your Salesloft or Outreach login.

This removes the need for additional setup or manual configuration, delivering a frictionless authentication experience.

How It Works:

1. On the Koncert login page, select "Sign in with Salesloft" or "Sign in with Outreach."

2. Log in using your Salesloft/Outreach credentials.

3. Once logged in, the integration is automatically authorized—no additional setup required.

No Disconnect Option – Once authorized, the integration remains active. All core functionalities, including Call Disposition Mapping and Connected Users View, remain unchanged.

For CRM Users (Salesforce or HubSpot) Integrated with Salesloft or Outreach

During onboarding, users with an integrated Salesloft or Outreach platform should:

Select "Sign in with Salesforce" or "Sign in with HubSpot" on the Koncert login page.

1. Select "Sign in with Salesforce" or "Sign in with HubSpot" on the Koncert login page.

2. A popup will appear, guiding you through the steps to log in using your Salesloft or Outreach credentials.

3. Click Logout, then log in with Salesloft or Outreach. Once logged in, the integration is instantly authorized—no extra steps required.

No additional configuration needed after authorization. Call Disposition Mapping & Connected Users View remain the same.

This new process ensures a smooth, one-step authorization for Sales Engagement Platform (SEP) users, reducing setup time and eliminating confusion around account access.

Benefits

❇️ Instant Authorization – No manual integration steps.

❇️ Faster Login & Onboarding – Reduces setup time and eliminates extra steps.

❇️ Seamless Workflow – Automatically syncs SEPs without interruptions.

❇️ Error-Free Integration – Ensures a smooth and hassle-free experience.

This update significantly improves efficiency and user experience, allowing sales teams to focus on engagement rather than setup

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.