Pulse guides

Open the invite link from your email, set your password, then sign in. On a new device Pulse emails you a 6-digit code; tick Trust this device for 30 days so it only asks every 30 days.

Your Overview opens on a setup screen. Under Choose your call sources, tick the sources that are yours and press Save. Only calls from those sources count toward your profit and ROI.

Step 2 of the setup screen lists the ad accounts an admin gave you. If it says it is waiting, ask an owner or admin to give you your accounts in Members.

Meta spend syncs every few minutes and calls arrive as they happen. Your dashboard fills in by itself; the Health page shows when the last sync ran.

In Settings → Notifications, allow push on this device so you hear about losing campaigns and broken tracking without keeping Pulse open.

Profit, spend, revenue, ROI, calls and billable calls for today, on every page. A green N live badge shows calls in progress right now.

Use the date picker in the filter bar. The range stays in the link, so it carries over when you move to Campaigns, Creatives or Calls.

Pulse lists what is losing money or looks broken (clicks with no calls, cost per billable call above payout). Start your day here.

Matched leaves direct campaigns and calls that could not be tied to an ad out of the totals. All counts everything.

Top right: when the newest call arrived and when Meta last synced. Green is fresh, amber is getting old, red needs a look on Health.

Go to Settings → Ad accounts.

Paste a system user access token from your Business Manager (Business settings → System users → Generate token, with ads_read).

Pulse lists every ad account the token can see. Tick the ones you run and save; only tracked accounts sync.

Within a few minutes spend shows on Campaigns, and Health shows the account with a recent sync.

Go to Settings → Call tracking and find your call sources.

Tick every source you run traffic to. Pulse shows a preview of how many calls each choice would count before you save.

A filter (for example by campaign or number) counts only the calls that match. The rest wait in Calls → Needs review.

Saving starts the sync. New sources that appear later show up in your bell so you can decide on them.

Every call with its Meta ad, source, outcome and recording. Tabs: Counted, Needs review, Excluded.

Tick the calls that are yours and press Count these. Calls that belong to someone else: Not mine.

Play the recording from the row before deciding.

Press Export CSV at the top of the page to download the current list.

Profit by campaign › ad set › ad, with a 7-day trend, status and budget. Use Group by to view by offer.

Ads ranked by profit, revenue per call, billable %, ROI, CTR and hook rate. Open an ad for detail or compare two.

Where and when you make or lose money. Hours is a weekday × hour heatmap for scheduling; States shows which states lost money.

Set the filters you check every day and save them as a view, so it is one click next time.

Only shown if an admin let you change your own ads.

Find the campaign, ad set or ad and choose pause, resume or a new budget.

Changes go to Meta right away and are logged in Actions, so the team can see who changed what.

Go to Ad Control → Schedules and press New schedule.

Choose The campaign, Ad sets or Ads, pick the campaign, then All in this campaign, Pick the ones you want, or Name contains a word. Pulse shows how many it reaches right now.

Tap the days (or Weekdays), then set Turn on at and Turn off at, on the hour or half hour. Leave one unticked to only turn on or only turn off.

The times follow this time zone, whatever the ad account uses. Pulse shows the time there now and the next run so you can check it.

Confirm once with your passkey. Pulse runs it on the hour and half hour, logs every change in Activity, and notifies you if Meta refuses a change.

Each line is OK, Check or Problem.

Meta sync is stale: the token expired or the account isn’t tracked. Re-check Settings → Ad accounts.

Your call sources aren’t picked, or a filter sends calls to Needs review. Check Calls → Needs review first.

Health shows the unattributed share. A high share usually means the lander isn’t passing the ad ID to the call platform.

Go to Settings → Members and invite by email.

Member sees only their own data. Admin sees everyone and manages settings and members. Owner can also manage admins.

Add their CallGrid vendors and Meta ad accounts or Business Managers in the invite, so their setup screen is ready when they sign in.

Suspend blocks sign-in but keeps data collecting; Remove stops their sync and keeps history.

Set the workspace name and timezone (all hours and dates use it). Repeat callers and hidden items are in Data rules.

In Call tracking, add the workspace CallGrid key once. Members then only pick their sources.

Connect the Telegram bot for the hourly digest and daily close, and choose which smart alerts are on.

Add a Claude, ChatGPT or Gemini key in Settings → AI to get ranked suggestions on the Overview.