Current Campaign
Past appointments are waiting for an outcome.
Current Campaign
Calling map
Locations called during the Current Campaign
Appointments delivered
Daily activity for the selected period
Based on appointments assigned to this client.
Delivery funnel
Appointment through customer seen
Appointments delivered
Customer information, current status, outcome and sale date
| Customer | Sites | Type | Appointment | Status | Outcome | Date Sold |
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client appointments.
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Appointment calendar
Appointments allocated to this client
Booking and action alerts
Booking emails go to authorised recipients; follow-up reminders also appear here.
Portal activity
A read-only record of sign-ins, appointment views and customer status updates for this account.
| When | User | Activity | Customer / details |
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Support tickets
Track references, replies and resolution status.
All client support tickets
Every support query across all client accounts, including sender details, replies and resolution status.
Your campaign package
Purchased qualified appointments and current delivery balance
Add appointments
Purchase an additional appointment package at any time
Campaign Terms and Conditions
These renewal terms supplement the client’s existing signed service agreement. If there is an inconsistency, the signed agreement applies.
Campaign purchase
- Renewal packs are sold in blocks of 10 qualified appointments at the price displayed at checkout, plus GST.
- Orders are final and binding once payment is completed. Payments are non-refundable except where required by law or expressly agreed in writing.
- Appointments are exclusive to the client unless the client is told in advance that a prospect is receiving multiple quotes and is given the opportunity to opt out.
Qualification and replacements
- An appointment that does not meet the agreed qualification criteria will be reviewed and, where accepted as not qualified, replaced.
- The client must report a disputed or not-qualified appointment through the portal with adequate notes within the six-day update window. Late notification may void the replacement guarantee.
- Cancelled and no-show appointments are verified before any replacement is approved. The client must attend or promptly reschedule appointments allocated to it.
- Separate customer sites may count as separate appointments where a separate quotation is prepared for each street address.
Delivery and client responsibilities
- Delivery timing and campaign region follow the applicable signed agreement unless otherwise agreed in writing.
- The client must keep appointment outcomes and supporting notes current in the portal and conduct its sales activity lawfully and professionally.
- Any additional client-specific qualification sheet remains part of the campaign requirements.
Privacy Notice
Information in the Outsell Client Portal is used only to deliver, manage and report on the client’s campaigns and appointments.
Who may access the information
Access is limited to authorised people at Outsell, the relevant client, the prospect or customer associated with an appointment, and service providers that support booking, communications, secure hosting, payments and campaign delivery.
What information is handled
This may include contact and business details, questionnaire responses, appointment information, notes, uploaded documents, call recordings, transcripts, status updates, portal activity and payment records.
How it is used
Information is used to arrange and service appointments, confirm qualification and outcomes, provide campaign reporting, improve service quality, protect account security and meet legal obligations. It is not made available to unrelated clients.
Security and choices
Each client account is access-controlled. Authorised users should keep sign-in links secure and promptly ask Outsell to remove access when a representative leaves. Privacy questions or access requests can be sent to hello@outsell.com.au.
Conversation themes
Multi-label AI classification of meaningful conversations
Bar lengths preview the layout only. No percentages are shown until enough ADJ conversations have been classified.
AI observations
Every statement must include its evidence
Trends will require a minimum sample and comparison period before appearing.
Guardrail: no invented trendsAnalysis includes
Data readiness
Verified in the read-only source-system audit
Attribution model
Kept deliberately separate
The campaign owner identifies whose calls and market intelligence are reported.
Used for call performance and market intelligenceThe assigned client calendar identifies who received the appointment.
Used for appointment and downstream sales reportingExisting booking and CRM workflows remain unchanged.
Main contact details
Tell Outsell who our admin team should contact for this client account.
All three fields are required.
Request details from all clients
Email every external authorised portal user once.
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Client login access
Only email addresses assigned to the client selected in the left-hand account menu are shown here.
| Email address | Client dashboard | Added | |
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Admin access
Manage who can review, edit and allocate appointments across every client.
Enter an existing admin email again to resend its secure sign-in link.
| Email address | Added | |
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Campaign and setter scorecard
Current campaigns and live setter results from Acuity.
Latest campaign progress
Each client’s current campaign, weekly pace and appointments still required, including completed campaigns
| Campaign | Area | Progress | Required | Remaining | This week | KPI / week | Difference |
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progress
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Setter scoreboard
Appointments booked Monday to Saturday, credited using the Agent Name questionnaire answer
| Setter | State | Mon | Tue | Wed | Thu | Fri | Sat | Total | Target | Result |
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Agent settlements
Commission eligibility for appointments that sat during the selected Monday–Sunday week.
Settlement week
Seen appointments are payable immediately. Appointments without an outcome become payable when the six-day window closes.
| Agent | Apts | Payable | Seen | No update in 6 days | Pending | Not payable |
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Appointment register
Appointment-level evidence supporting each agent total.
| Agent | Customer | Client | Appointment | 6-day cutoff | Settlement status |
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Bookings awaiting approval
Last 7 days and all upcoming appointments, latest first.
| Customer | Sites | Agent | State | Type | Bill size | Energy Bill Status | Appt Status | Appointment | Allocated to | |
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Booking calendar
General appointments awaiting allocation