The Koncert Dialers Nexus Release includes enhancements that will bring you a better Koncert experience.
The topics are as follows:
Group By Filter in Dialing Session Tab
New “Persona” Field Added in Dialing Session Tab
Mark Phone Numbers as Valid/Invalid Before Dialing
Outreach Integration – Auto Pulling of Sub-phones of each Phone Field
Visual Indicators for Call Skips and Non-Connections
Auto-Remember Filters for Lists
Lists Filter Now Available in Reports
Sales Rep – Productivity Report Export & Scheduling
New View Call Outcomes Icon Added
New “Battlecards” Column Added to Key Reports
Achievements Tab – Now Available for All Roles
Coaching Notes in Remote Salesfloor (Live Call Sessions)
Opportunity Fields for Salesforce Users
Dialing Session
Group By Filter in Dialing Session Tab
A new Group By filter has been introduced in the Dialing Session tab, located next to the Add Filter option. This feature enables users to group prospects based on a selected field for easier navigation and analysis. This feature is universally available across all organizations and integrations.
How It Works:
Click the Group By filter to open a dropdown list of all available fields i.e. custom fields available in the org.
Select a field (e.g., Account Name), and the prospects will automatically be grouped according to that field.
Example:
Selecting Account Name groups all listed prospects by their respective account, making it easier to view and manage related contacts in one place.
Similarly, for Sales Engagement Platforms (SEPs), group by Steps or Sequence Name to maintain consistency with your cadence flow.
This enhancement improves visibility and organization within the Dialing Session interface, streamlining workflow for users.
New “Persona” Field Added in Dialing Session Tab
A new field, Persona, has been added to the Dialing Session tab.
What It Does
The Persona field automatically displays the name of a persona when a prospect’s title matches one of the titles defined in your created personas.
How to Enable It
Go to Customize View in the Dialing Session tab, then drag and drop the Persona field into your active column layout for easy visibility.
This enhancement gives users quick insight into persona-matching prospects, enabling more tailored conversations and targeting.
Mark Phone Numbers as Valid/Invalid Before Dialing
Koncert now allows users to pre-validate phone numbers by marking them as Valid or Invalid during the dialing session setup—streamlining list quality and avoiding unnecessary dials.
How It Works
A small Circle icon appears next to each prospect’s phone number in the Dialing Session setup screen.
Click the circle and choose either:
-
Valid – turns the circle green
-
Invalid – turns the circle red
Marking During a Paused Session
You can also mark numbers as Invalid while the dialing session is paused.
If a number is marked Invalid during a pause, it will not be dialed when the session resumes.
What Happens When You Mark a Number Invalid?
The invalid number turns red and is moved to the Non-Dialable Prospects tab automatically.
If a prospect has multiple phone numbers and only one is marked Invalid, the system:
Keeps the prospect in the Dialable Prospects tab and dials only the valid number(s).
Skips the invalid number and shown invalid number as red in both Dialing and Call Disposition windows.
Prevents users from dialing the invalid number
Update Number Status from the Non-Dialable Tab
To restore a number:
Go to Non-Dialable Prospects tab and click the prospect’s name.
In the Prospect Information window, change the number back to Valid.
The prospect will then return to the Dialable Prospects tab and become eligible for dialing.
CRM Sync Behavior
Status Changes Within Koncert Only:
For the following CRMs/SEP, updates to number statuses (e.g., Valid/Invalid) apply only within Koncert and do not sync back to the CRM/SEP:
- Salesforce
- HubSpot
- Salesloft
Two-Way Sync Enabled:
For these platforms, status changes are synced both ways between Koncert and the CRM:
Outreach:
Mark a number as Valid/Invalid in Outreach — it syncs with Koncert and vice versa.
Apollo:
Status changes sync both ways between Apollo and Koncert, with some conditions:
If a number is marked Invalid in Koncert, Apollo triggers a verification process.
If confirmed invalid → marked as Inaccurate in Apollo.
If still valid → not marked as inaccurate in Apollo, but the number remains Invalid in Koncert.
Even if the prospect is re-imported from Apollo, Koncert retains the Invalid status, and the number will not be dialed.
This enhancement boosts dialing efficiency and helps reps avoid time spent on unreachable numbers, while preserving full control over call list accuracy.
Outreach Integration – Auto Pulling of Sub-phones of each Phone field
For Outreach-integrated orgs, Koncert has enhanced its handling of multiple phone numbers under each phone column to better mirror Outreach’s data structure and improve dialing efficiency.
What’s New?
When Koncert retrieves phone fields from Outreach, it now automatically pulls up to three numbers per field:
For example, if Outreach has a Mobile Phone field:
Koncert will now also retrieve:
- Mobile Phone Sub Phone 1
- Mobile Phone Sub Phone 2
This behavior applies across all standard phone fields such as:
- Work Phone
- Mobile Phone
- Other Custom Phone Fields
How It Works in a Dialing Session
The AI will dial numbers in the order they appear within each phone column.
If the first number doesn’t connect (e.g., No Answer, Voicemail, Busy):
Koncert will automatically try the next sub-number under the same column.
This continues until:
A call connects with a positive disposition (e.g., Meeting Booked), or
All three numbers have been attempted with no success
Once a connected outcome is logged, Koncert moves on to the next prospect in the list, skipping the remaining numbers.
This enhancement ensures better contact rates by fully leveraging all available numbers and reduces the need for manual follow-ups on partially attempted contacts.
Visual Indicators for Call Skips and Non-Connections
Koncert now provides users with visual indicators explaining why AI is moving to the next call during an AIPD session.
Real-Time Reason Display
While an AIPD session is in progress, Koncert will now clearly display the reason for each call that is not connected.
Why This Matters
Provides immediate clarity on dialing behavior during sessions
Allows teams to optimize lead data quality and refine calling strategies
This update makes it easier than ever to understand and act on call outcomes—ensuring you get the most from every AIPD session.
Auto-Remember Filters for Lists
Koncert now supports auto-remembering filters applied via the Add Filter option in the Dialing Session.
What’s New?
When users apply filters to a list using the Add Filter option, those filters will now be automatically retained when the list is reimported. As a result:
The Dialing Session will display only the previously filtered records
No need to reapply filters each time the list is loaded
Configuration Setting
A new setting Remember Filters for each List has been introduced under: Administration » Company Setup » Advanced section.
Yes – Koncert will remember and reapply filters for each imported list
No – Filters will not be retained; the full list will load by default
This enhancement improves efficiency by eliminating the need to manually reapply filters for frequently used lists.
Flag This Call – New Feature
A new “Flag this call” button has been added to the Call Disposition window. This button becomes enabled and visible after the call ends, during the Call Wrap process.
Click this button to flag the call for managerial review.
Once a call is flagged:
Your manager will be prompted to review the call and provide comments in the Coaching Notes.
A tooltip will appear when you hover over the button to provide additional context.
Flagged calls will be visible in both the Analytics and Call Recordings tabs, marked with a Flag icon next to each flagged record.
New Filter: Flagged Calls
A Flagged Calls filter has been added to the following sections:
- Analytics » All Dials
- Analytics » Advanced » All Calls
- Analytics » Advanced » Talker Call Dispositions
- Call Recordings tab
This filter includes two options:
All Calls – Displays all calls.
Flagged Calls only – Displays only the flagged calls.
Manager Review & Icon Behavior
When a manager reviews a flagged call and adds coaching notes—either in Analytics or the Call Recordings tab—the Flag icon is removed from that call.
Analytics
Lists Filter Now Available in Reports
A new Lists filter has been added to the following reports:
- Call Outcomes Report
- Parking Lot Report
What You Can Do
You can now generate and narrow down these reports based on specific lists, making it easier to analyze performance or activities tied to a particular call list.
This enhancement improves reporting precision and enables targeted analysis of call results and parking lot entries.
Sales Rep – Productivity Report Export & Scheduling
The Sales Rep Productivity report delivers a side-by-side comparison of dialing metrics across two selected date ranges, with visibility scoped by role:
Admins & Managers: See metrics for themselves and their team members
Users: See only their metrics
What’s New?
- Export to Excel/CSV
You can now download the Sales Rep Productivity report directly to your computer in Excel or CSV format, making offline analysis and sharing easier.
-
Scheduled Delivery for Managers
Managers can now schedule and auto-deliver the Sales Rep Productivity report to any user’s email address for a selected time frame.
Supported Date Ranges:
When selecting this report alone—or in combination with others—you can only choose from the following date ranges:
Daily, Today, Current Week, Current Month, Current Quarter
Delivery Format:
Reports are delivered as email attachments in Excel or CSV format, ensuring recipients have timely and structured access to insights.
These enhancements improve reporting efficiency, promote timely insights, and reduce the need for manual data handling.
New View Call Outcomes Icon Added
A new View Call Outcomes icon has been introduced for the following sub-tabs:
- Call Session Summary
- List Performance
Where It Appears
This icon is now visible under the User column for Admins, Managers, and Users across each listed username.
What It Does
Clicking the icon opens the Advanced » Call Outcomes report in a new tab in the same browser. The report is automatically filtered based on the specific context and criteria selected in the originating tab.
This enhancement offers faster access to call-level insights, making it easier to analyze outcomes without additional filtering or navigation.
New “Battlecards” Column Added to Key Reports
A new column titled Battlecards has been added to the following reports and subtabs:
- All Dials
- Advanced » All Calls
- Advanced » Talker Call Disposition
What It Does
This column shows the name of a Battlecard only when the Battlecard includes a Persona, and the prospect’s title matches one of the titles defined in your Personas.
Important Note:
Even if you haven't selected a Battlecard(s) in the Settings Summary window, the system will still display the relevant Battlecard(s) in the Call Disposition window and in Analytics if the prospect’s title matches a Persona-defined title.
This enhancement ensures Battlecards are automatically surfaced based on title-to-persona matches, improving contextual selling and analytics tracking.
Achievements Tab – Now Available for All Roles
The Achievements subtab under Analytics has been expanded to offer visibility to a broader range of users while also adopting a more constructive label for performance tracking.
User Access Enabled
The Achievements tab is now visible to Users in addition to Managers.
- Users can view their own performance metrics.
- Performance metrics of the top performer on their team are also shown for inspiration.
Label Renaming for Managers
The previous label “Low Performer” has been updated to:
“Goals yet to be reached (Dials)”
This change focuses on progress and improvement rather than ranking alone.
This update supports goal-oriented insights for every user, encouraging accountability and performance awareness at all levels.
Call Recordings
New Info icons
To improve usability and provide greater clarity, Info icons have been added next to the each options under Call Recordings » Settings » Record calls based on one of the following options section.
When hovering over, the following tooltips will be displayed
- By prospect’s state (If available)
- By prospect’s phone area code (If available)
These additions help users better understand how Koncert determines call recording rules based on the available information.
Remote Salesfloor
Coaching Notes in Remote Salesfloor (Live Call Sessions)
In addition to the existing ability to add Coaching Notes from the Call Recordings/Analytics tabs, Managers can now add notes in real-time from the Remote Salesfloor tab while a user is in an active dialing session.
When & How It Works:
During an ongoing session in Remote Salesfloor, once a user is connected with a prospect, the manager can add a coaching note.
Click the Info icon on the Call Status, then click the icon next to the Coaching Notes label to open the Coaching Notes entry field.
Enter your note and click the Tick icon to save.
Upon saving, a success message is displayed for the manager once the user ends the call.
Unsaved Note Warning:
If the Manager starts typing a note but does not save it, and the user hangs up the call, an alert will appear:
Click Save to save the note or Cancel to discard."
This prevents accidental loss of coaching feedback.
Where Are These Notes Visible?
Coaching Notes added from Remote Salesfloor will be saved and accessible under the Call Recordings tab for that specific prospect and session.
Both Managers and Users can view these notes from the Call Recordings tab.
This enhancement ensures coaching can happen both during and after a call, providing immediate and structured feedback for performance improvement.
Administration
Opportunity Fields for Salesforce Users
A new Opportunity Fields option has been added under the Custom Fields » Show dropdown, designed exclusively for Salesforce users. This enables mapping and syncing of key opportunity-related fields such as Amount, Close Date, and more.
How to Use It
Navigate to Show Dropdown and choose the new Opportunity Fields option.
Click Add a Salesforce Field button and choose your desired opportunity field from Select a Field dropdown. You'll see only opportunity-related Salesforce fields in this dropdown.
Read Only: Select Yes if the field should be view-only or No if it should be editable.
Click Save.
What Happens Next?
The selected field will be added to Koncert automatically.
Any updates made to the field in Koncert will reflect in Salesforce » Opportunities, and vice versa
This enhancement ensures seamless bi-directional sync between Koncert and Salesforce opportunity data, improving pipeline visibility and reducing manual data entry.
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.