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. It bypasses the booking-link flow entirely.

You can launch a Quick Call from:

• A lead's pipeline card → menu → Schedule a call — pre-fills the lead.
• The top bar → Schedule a call — for one-off calls or new leads.
• A direct URL like /calls/new?leadId=<id> — shareable and refresh-safe.

All three paths land on the same composer at /calls/new.

When to use Quick Call vs. a Booking Link

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

The composer

When you open Quick Call, you see a two-column layout:

• Left: the call form — lead identity, optional guests, host, optional setter, funnel/booking-link association.
• Right: either a "Direct" summary (for "now" calls) or the scheduler (calendar + time picker, for future calls).

Direct mode

For a call that's happening now (or has already started). Fill in the form, click Create call in the footer. The call is created with the current timestamp; no calendar event is created.

Best for: logging unscheduled drop-ins, ad-hoc calls, calls you forgot to schedule beforehand.

Scheduled mode

For a call in the future. Pick a slot in the calendar; the call is created with scheduledAt set to your selected time, a calendar event is created with the appropriate video link, and the lead gets an invite.

The scheduler honors:

• Your weekly availability hours
• Existing calendar events
• Buffer time between meetings
• Advance-notice rules

If you absolutely must schedule outside those rules (e.g., a critical meeting at 10pm), use the Override toggle and confirm — Aura will skip the rules for this one call.

What gets created

Every Quick Call results in:

1. A call record in your pipeline, linked to the lead.
2. A calendar event (Scheduled mode only) 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 If Zoom is your preferred provider but your Zoom grant has been revoked, Aura degrades gracefully to your calendar's native option (Google Meet or Teams).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 the lead's pipeline card → menu → Schedule a call.
2. Choose Direct mode (the toggle at the top of the form).
3. Pick the host (you, by default).
4. Click Create call.

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

Scheduling a same-week follow-up

1. From the lead's pipeline card → Schedule a call.
2. Toggle to Scheduled mode.
3. Pick the date and time on the right.
4. Aura sends the calendar invite when you confirm.

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 Settings → Connections and reconnect the affected calendar.

"No conferencing provider available"

Same root cause — typically a revoked Zoom or expired Google grant. Reconnect from Settings → Connections.

The calendar event was created but no Notetaker

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

Related

• Pipeline → Managing Leads
• Booking Links overview
• Settings → Connections
• Performance Analytics