GO REFERRAL AGENT CALL DESK

Welcome to your call desk

Sign in to manage leads, calls, and campaigns.

Administrator password

DA

Agent AdvocateDaniel · voice agent

CALL DESK

Go Referral Agent

VOICE OPERATIONS / AGENT ADVOCATE

Overview

Local preview

◷

Campaign status

Your call desk follows the configured campaign hours and list controls.

Go Referral Agent · Daniel call deskPreliminary campaign screening. Only SSA determines SSDI eligibility.

Add a lead

Review consent and Do Not Call status before adding a lead. An active campaign may call eligible leads during approved hours.

First namePhone numberState from trusted lead contextRecipient timezone

Daniel does not ask about state. Unknown location blocks outbound dialing until resolved.

Consent evidence reference I have reviewed the evidence for automated-call consent.

Import consented leads

Choose a CSV, then match its columns to the five required lead fields. Full state names and two-letter abbreviations are accepted; California and Colorado are skipped; valid leads can still be imported.

Overview

Add a lead

Import consented leads

Match CSV columns

Practice Daniel’s screen

Screening result