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Phone System · 1 min read

Phone Dialer Overview

What the phone dialer is

The phone dialer is a browser-based calling panel. It opens from the phone icon and stays available while you work in other parts of your account.

Key features

  • Instant dialing and search: type a number or search contacts by name.
  • Choose your outbound number: pick which of your numbers to call from. Your default is used if you don't choose.
  • Audio controls: mute, hold, keypad and audio device selection.
  • Transfers: send a live call to a teammate or another number.
  • Voicemail: listen to voicemails from the dialer and Conversations.
  • Call scripts: open talking points during a call.

Make a call

  1. Click the phone icon.
  2. Search for a contact or enter a number.
  3. Select the outbound number.
  4. Click Call.

Receive a call

Incoming calls pop up in the dialer when you're set to receive calls in the web app. Click Answer or Decline.

Tips

  • Allow microphone access in your browser.
  • Use a headset for the best audio.
  • Set your default outbound number under your user profile's call settings.

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