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3 min readBasicAgentManagerAdmin

Phone calls with customers

Dial in one click, and get logging, a recording and an AI summary for every call.
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Steps

  1. 01

    Dial

    On the lead card click Call → Call. It opens your device's dialer.
    Copy copies the number.

    Tip: Grey with "No phone number" = the lead has none. Add it via quick edit.
  2. 02

    The call is logged automatically (with a phone system)

    If your company connected a phone provider, every call shows on the timeline with a recording, transcript and AI summary. AI also updates "What to know", gives coaching, and creates a follow-up task when a next step was agreed.

    You should see: After the call: "Call made — will update when the analysis is ready".
  3. 03

    Call from an unknown number

    It lands in Unmatched calls at the top of the lead list. See Calls and messages from unknown numbers.

Questions

Why do my internal calls show up as leads?

Your phone number probably isn't set on your user profile. Ask your admin to add it.