Opening proof path
SIRJ is loading the workspace, connector, or public page with the same proof path intact: ad spend, lead, booked job, invoice, paid.
Integrations/CallRail
Review CallRail setup, expected fields, and validation gates before its records are treated as reporting evidence.
Data brought into SIRJ
Review the signals SIRJ is scoped to map, which records can support reporting, and what setup has to prove before the source contributes to proof.
Dashboard proof path
Each integration page shows what comes in, what dashboard view it can unlock, and what has to be checked before the output becomes client-ready proof.
Connect
Sync: Every 30 min. During setup, permissions and client-resource scope have to be confirmed first.
Graph
SIRJ previews call revenue path from fields such as Calls, Tracking numbers, Call source.
Review
CallRail record to Leads and source attribution to Scoped client workspace to Call outcome to revenue before the result is used in dashboards, Ask Data, or reports.
Missed-call leakage + Revenue by call source
Answered paid-search: $42.1k. 28 calls
Connection and sync stay visible before client reporting.
Revenue proof lens
CallRail matters in SIRJ when its source records can be matched to downstream revenue evidence; otherwise the page shows the missing proof path instead of presenting the connector as attribution-ready.
| Proof question | How SIRJ handles it |
|---|---|
| Source record SIRJ reads | CallRail is scoped to use Calls, Tracking numbers, Call source, Answer status from records such as calls, tracking numbers, call source before SIRJ lets the source influence reporting. |
| Revenue match target | The important question is whether those records can be matched to job, invoice, payment, and follow-up records that show whether the lead became revenue inside the same client workspace. |
| Dashboard result | The visible output is call outcome to revenue as call revenue path, with sample evidence such as Answered paid-search: $42.1k; Organic calls: $14.8k. |
| User decision | The user should verify during setup which calls became paid jobs without jumping into the raw provider account. |
| Safe fallback | If CallRail is disconnected, stale, or missing required fields, SIRJ shows the missing source path instead of presenting calls to booked jobs as proven. |
Unlocked surfaces
A connector should not disappear into a shared data pool. These are the visible places where the source can affect decisions, reports, answers, and review work.
CallRail appears as call revenue path with rows such as Answered paid-search: $42.1k, plus source-field context before the card is trusted.
CallRail record to Leads and source attribution to Scoped client workspace to Call outcome to revenue before the card can be treated as reportable evidence.A user can ask which calls became paid jobs and get a cited answer only when CallRail records are scoped, current, and matched to downstream evidence.
If CallRail is disconnected, stale, or missing required fields, SIRJ shows the missing source path instead of presenting calls to booked jobs as proven. The assistant should return the missing proof path instead of guessing when the source cannot support the answer.The weekly report can summarize missed-call leakage from CallRail alongside the rest of the client stack, with source rows kept close to the recommendation.
Report output should stay held for review when required records are stale, missing, or unable to prove the visible revenue claim.CallRail can create a visible setup, stale-source, or missing-proof state so operators know whether to connect, retry, review, or explain the source before the client sees it.
The connector state has to remain visible in the client workspace, alert inbox, and review path before reports or AI-generated copy rely on it.Reporting readiness
This keeps connector pages honest: a source can be connected without being safe for client-facing revenue proof.
Call outcome to revenue can appear in dashboard cards, cited Ask Data answers, and report sections after setup, permissions, and first synced records are reviewed.
CallRail record to Leads and source attribution to Scoped client workspace to Call outcome to revenue before client-facing output can use CallRail.
CallRail stays visible as a setup, stale-source, missing-field, or review-required state when a record path is incomplete.
Operators should confirm source scope, latest sync, selected resources, and required fields before approving the output.
If CallRail is disconnected, stale, or missing required fields, SIRJ shows the missing source path instead of presenting calls to booked jobs as proven.
Dashboards, Ask Data answers, weekly reports, and exports should name the missing proof path instead of smoothing over the gap.
How users see it
CallRail is on the launch track, so this page shows the setup path, expected records, and proof gates before its data becomes dashboard evidence.
| Imported signal | Visible surface | Buyer question answered |
|---|---|---|
| Calls | Calls to booked jobs | Which calls became paid jobs? |
| Tracking numbers | Missed-call leakage | How much revenue was lost to missed calls? |
| Call source | Revenue by call source | Which campaigns drive high-intent phone leads? |
| Duration | Calls to booked jobs | Which calls became paid jobs? |
CallRail becomes more than call volume once calls are grouped by source and matched to jobs or invoices.
Which calls became paid jobs?
How much revenue was lost to missed calls?
Which campaigns drive high-intent phone leads?
Proof contract
A connected logo is not proof. SIRJ shows the validation path that turns source data into reportable evidence.
CallRail must complete setup, be scoped to the right client workspace, and sync on its expected cadence before its records can affect a dashboard.
Leads and source attribution become typed revenue-path events, which keeps source-specific payloads from turning into loose reporting copy.
Records have to stay inside the active account and client workspace before they can influence attribution, reports, exports, or Ask Data answers.
Call outcome to revenue appears only when the required source fields can support the visible chart, card, or cited answer.
Evidence basis
If CallRail is disconnected, stale, or missing required fields, SIRJ shows the missing source path instead of presenting calls to booked jobs as proven.
Lineage route
Integration FAQ
Answers stay tied to imported fields, visible dashboard output, and what SIRJ refuses to claim when source evidence is missing.
SIRJ is scoped to map calls, tracking numbers, call source, duration, answer status, recording links from CallRail. The page also names the fields used for visible proof, including Calls, Tracking numbers, Call source, Answer status, so buyers can see which source records support the dashboard output.
CallRail is expected to support this by giving SIRJ a source-specific part of the revenue path, then matching it to the rest of the connected client stack before the result appears as call outcome to revenue.
The sample revenue view models CallRail as call revenue path. Example rows include Answered paid-search calls: 28; Missed calls: 6, with the exact output depending on the client's connected sources and synced records.
If CallRail is disconnected, stale, or missing required fields, SIRJ shows the missing source path instead of presenting calls to booked jobs as proven.
Ready when the numbers need to hold up
Use the workspace intent to begin setup, then confirm permissions, synced records, and validation gates before revenue claims depend on it.