Introduction
The Gia Welcome Call module in GydeOS allows you to stay on top of the client onboarding journey. By tracking these calls, you can ensure every client is successfully introduced to their benefits and that all outreach is documented.
This guide explains how to find your onboarding campaigns, monitor which clients are currently enrolled, and review the specific results and transcripts of completed calls.
How to View and See Details for an Onboarding Campaign:
Step 1: Log in to GydeOS
Enter your log-in credentials to access your account and open the GydeOS platform.
Step 2: Navigate to the Campaigns page
From the left-hand side navigations panel, select the Campaigns tab.
Step 3: Select the active Welcome Call Campaign
From the Campaigns tab, select the Welcome Call module. Here you can see the high-level details, including the campaign duration, timeline and engagement, and the goals for this campaign.
How to View Clients and their Status in an Onboarding Campaign:
Once you are inside the specific campaign, you can manage the individual clients receiving outreach.
Step 1: Open the Targeted clients page
Within the Gia Welcome Call campaign view, click on the Targeted clients tab. This displays the full roster of clients currently in the onboarding workflow.
Step 2: Use the Search Bar or Filter options
To find specific individuals or groups, use the Search Bar to search by Client Name/Email, or click the dropdown menus to filter your view.
Understanding the Filter Options:
Status: Identify clients who are Eligible, Opted Out, Escalated, Unresponsive, or Failed to contact.
Meeting Status: See if a meeting is scheduled with Gia, you (the Broker), or if there is No meeting yet.
Goals: Filter by In progress or Completed to see who has finished the full onboarding journey.
Client Engaged: Filter by timeline (e.g., Past day, More than 2 weeks ago) to find clients who need a follow-up.
How to View Transcripts and Outcomes of the Welcome Call:
After a call is completed, Gia automatically processes the interaction to provide you with a summary and full record.
Step 1: Select a Client
From the Targeted Clients list, click on any client name. This will open the Outreach Summary pop-up window.
Step 2: Access the Transcripts
Click the Transcript tab at the top of the pop-up window. This will show the initial SMS (text message) conversation between your client and Gia.
Step 3: Access the Voice Call Transcript & Controls
Scroll through the conversation history until you find the Voice call (outbound) block.
Click the View transcript button within that block to open the dedicated Voice Call player.
From this playback window, you can:
View Call Summary: See a high-level recap of the specific voice interaction.
Read Full Transcript: View the word-for-word dialogue between Gia and the client.
Play & Listen: Listen to the actual recording of the call.
Analyze the Timeline: View a visual breakdown of when Gia was speaking vs. the client.
Control Playback: Fast forward, rewind, or adjust the playback speed (e.g., 1x, 1.5x) for a quicker review.
Watch a Quick Demo
You can watch a step-by-step walkthrough of the Gia Welcome Call workflow in action below (open in fullscreen for the best learning experience):