Alta

This guide will walk you through every step of triggering a call programmatically using Alta’s API - from setting up your request to confirming the call.

How to Trigger a Call via API

Follow these steps to upload your prospect list into an Assistant:

How to Upload a CSV with Phone Numbers to Your Assistant

This article explains how to review calls in Alta, including how to view call details, listen to recordings, read transcripts, filter calls by tags, create views, and review call analytics.

Reviewing Calls in Alta

This article explains how to create a Reply Assistant in Alta and attach it to your campaigns, so it can help manage and classify prospect replies based on your selected…

Creating a Reply Assistant for Your Campaigns

Sharon Drelevich

Automate, personalize, and optimize your sales calls, inbound interactions, meeting scheduling, and more sales processes

Assistant

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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