Quick Call

Quick Call is the fastest path from "I just talked to a lead and we agreed on a time" to a calendar event with the right people invited. You pick the time yourself, so the lead never has to open a booking page.

You can open it from:

• A lead's pipeline card → menu → Set call. The lead is filled in.
• A call's page → Actions → Set call. The lead panel shows Set call too, or Reschedule when the lead already has a call booked.
• The calls list → a past call's menu → Set call.
• A link to /calls/new. Add ?leadId=<id> to fill in a lead. The link still works after a refresh, and you can share it.

They all open the same form.

Set call always books a new call. It never moves one. To move a call that is already booked, use Reschedule.

When to use Quick Call vs. a scheduler

Quick Call assumes you've already coordinated. Schedulers assume the booker hasn't yet.

The composer

The form has two steps:

1. Details: the scheduler, the host, how long the call is, any guests, and an optional setter.
2. When: the time.

Booking a call for a lead

A call for a lead always goes on a scheduler. Pick the scheduler in step 1, then a time in step 2, then click Set call for (the time) at the bottom. The lead gets an invite with a video link.

Talking to someone in another time zone? Use the Timezone menu above the times. All the times, and the time on the button, switch to that zone, so you don't have to do the math. The emails Aura sends the lead (the confirmation and the reminders) then show the time in that zone too. Your own calendar keeps your zone. If you leave the menu on your own zone, the lead's emails use the scheduler's zone, as before.

Direct call

A Direct call starts now, or at a time you type in. It does not use a scheduler. It is only on the form you open from the /calls/new link with no lead filled in. Use the toggle at the top to choose Direct call, then click Create call.

Best for: a call that is happening right now, or one you forgot to put on the calendar.

With a scheduler, you see the host's open times for the next 60 days. That is true even if the scheduler lets leads book only a few days ahead. The times follow:

• The host's weekly hours and days off
• Events already on the host's calendar
• Buffer time between meetings

The scheduler's advance-notice rule does not apply, so you can set a call for later today.

If someone takes a time just before you set your call, Aura tells you the host is busy and takes that time off the list. Pick another time.

What gets created

Every Quick Call results in:

1. A call record in your pipeline, linked to the lead.
2. A calendar event with the lead and any additional guests invited.
3. A video meeting URL — Zoom if your account is connected, otherwise Google Meet or Microsoft Teams depending on your calendar provider.
4. A Notetaker invite so the AI joins and records the call.
5. Webhook notification if you've subscribed to call.booked.

Conferencing reliability

Quick Call always tries to produce a meeting URL. If Zoom is your preferred provider but your Zoom grant has been revoked, Aura degrades gracefully to your calendar's native option (Google Meet or Teams). If even the degraded provider fails, the calendar event is rolled back and you see a clear "reconnect" error instead of a silently-broken meeting.

Common workflows

Logging a call after the fact

1. Open /calls/new with no lead in the link.
2. Choose Direct call with the toggle at the top.
3. Under Guests, add the lead. The call is linked to them by their email.
4. Pick the host (you, by default), then click Create call.

The lead's pipeline column will update based on call outcome rules (see Pipeline Stages).

Booking a follow-up call

1. From the lead's pipeline card → menu → Set call.
2. Pick the scheduler, then click Next.
3. If the lead is in another time zone, pick it in Timezone.
4. Pick a time and click Set call for (the time). Aura sends the invite.

No schedulers yet?

A lead can't be booked until your team has a scheduler. The form says so and links to Scheduler, where an admin can add one.

Adding guests

The composer has a + Add guest option that opens a small disclosure. Add as many additional invitees as needed — they'll be on the calendar invite alongside the primary lead.

Adding a setter

If a team member set this appointment (e.g., your SDR did the outreach and you're the closer), use + Add Setter so the call is attributed to them. This shows up in Performance Analytics for commission and quota tracking.

Troubleshooting

"Couldn't create the calendar event"

The most common cause is a disconnected calendar grant. Go to Scheduler, then Connections and reconnect the affected calendar.

"No conferencing provider available"

Same root cause — typically a revoked Zoom or expired Google grant. Reconnect from Scheduler, then Connections.

The calendar event was created but no Notetaker

Check Scheduler, then Connections, then Notetaker — if the Notetaker grant disconnects, scheduled calls still create cleanly but Aura can't dispatch the bot.

Related

• Pipeline → Managing Leads
• Schedulers overview
• Scheduler, then Connections
• Performance Analytics