✎ We run this on our own calls first — 19 calls through the platform's own switchboard before it was ever sold. See how it works
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KNOWLEDGE BASE

How to do the thing you are trying to do.

Short answers to the jobs people actually open a support ticket about. Every one of them is a screen you already have.

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Make your first call

Sign in, open any customer, press the call button. The dialler opens in the browser — there is nothing to install and no…

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Add somebody to the phones

Settings, then People. Add them, give them a seat and an extension, and they can take calls the next time they sign in. …

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Import the people you ring

Leads, then Import. A spreadsheet with a name and a number is enough. Numbers already on your do-not-call list are flagg…

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Find a recording

Open the customer and the calls are in their history with the recording beside each one. If you only remember what was s…

Read it

Set your opening hours

Settings, then Business hours. Outside them calls go to voicemail instead of ringing an empty room. The hours are checke…

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Build a phone menu

Settings, then Call flow. Record or type the greeting, point each key at a queue or a person, and publish. Changes are l…

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Put callers in a queue

Create the queue, add the people who answer it, and choose how it rings — everybody at once, or one at a time in order. …

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Send calls to the right person

Give each person their skills, then set the queue to match on them. A caller asking about invoices reaches somebody who …

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Listen to a live call

The wallboard shows who is on a call now. Open one to listen. Whisper lets you talk to your own agent without the custom…

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Let the call write the follow-up

Nothing to switch on. If somebody says ring me Friday, a dated follow-up appears on that customer's record when the call…

Read it

Keep off the do-not-call list

Upload the list under Settings, then Calling rules. Numbers on it cannot be dialled — the block is in the dialplan as we…

Read it

Take your data out

Settings, then Export. Customers, calls, recordings, transcripts and notes come out in open formats. It is a button, not…

Read it

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Everything under Knowledge base

Make your first call

Sign in, open any customer, press the call button. The dialler opens in the browser — there is nothing to install and no handset to configure. The call is recor

Read more

Add somebody to the phones

Settings, then People. Add them, give them a seat and an extension, and they can take calls the next time they sign in. A seat is what you are billed for, so tu

Read more

Import the people you ring

Leads, then Import. A spreadsheet with a name and a number is enough. Numbers already on your do-not-call list are flagged as they come in, not after somebody h

Read more

Find a recording

Open the customer and the calls are in their history with the recording beside each one. If you only remember what was said, search the words — every transcript

Read more

Set your opening hours

Settings, then Business hours. Outside them calls go to voicemail instead of ringing an empty room. The hours are checked in the dialplan as well as the app, so

Read more

Build a phone menu

Settings, then Call flow. Record or type the greeting, point each key at a queue or a person, and publish. Changes are live on the next call.

Read more

Put callers in a queue

Create the queue, add the people who answer it, and choose how it rings — everybody at once, or one at a time in order. Callers hear where they are in the line

Read more

Listen to a live call

The wallboard shows who is on a call now. Open one to listen. Whisper lets you talk to your own agent without the customer hearing.

Read more

Let the call write the follow-up

Nothing to switch on. If somebody says ring me Friday, a dated follow-up appears on that customer's record when the call ends. Change or clear it like any other

Read more

Keep off the do-not-call list

Upload the list under Settings, then Calling rules. Numbers on it cannot be dialled — the block is in the dialplan as well as the software, so a browser cannot

Read more

Take your data out

Settings, then Export. Customers, calls, recordings, transcripts and notes come out in open formats. It is a button, not a conversation with us.

Read more
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