Phone System · 1 min read
Create and Use Call Scripts in the Web and App Dialers
What call scripts are
Call scripts are reusable talking points your team can open during a live call, such as an opener, qualifying questions, objection answers and a closing.
Create a call script
- Go to Settings → Phone System.
- Open the Voice tab and select Call Scripts.
- Click Add Script.
- Enter a name and the script content.
- Click Save.
What you can add
Scripts support plain text. Use them for:
- Greetings and introductions
- Discovery and qualifying questions
- Answers to common objections
- Compliance statements, such as recording notices
- Next steps and closing lines
Rich text formatting and clickable links aren't supported yet.
Use a script during a call
During an active call in the web dialer or mobile app, open the scripts panel and select the script you need. It stays visible while you talk.
Tips
- Keep scripts short and scannable.
- Create separate scripts for different call types (sales, support, follow-up).