Pick or port a number
Open /app/phone-settings and hit Add number. You can grab a fresh local number in any area code (free on Pro and Enterprise) or port an existing one in — porting takes 5-10 business days because the losing carrier moves on their schedule, not ours.
Match the area code to where you're calling. A 918 number into Tulsa lifts answer rates 2-3x over an 800 or out-of-state caller ID. If you work multiple markets, add a number per market and let the dialer pick automatically by lead ZIP.
Mic, speaker, and browser permissions
First call triggers a one-time browser prompt for microphone access — accept it. If you missed it, hit the lock icon in your address bar and flip mic + notifications to Allow, then refresh.
Retest anytime from /app/phone-settings → Audio test. A USB headset (Jabra Evolve, Logitech H390, even basic AirPods) beats laptop mic + speakers every time — feedback and echo go away.
Voicemail greeting and drops
From /app/phone-settings → Voicemail, record a greeting for inbound calls (15-30 seconds, identify yourself + a call-back number). Separately, upload up to 5 voicemail drops — pre-recorded pitches you fire when you hit a seller's machine on outbound.
On the live call screen, the Drop VM button plays a chosen drop into the recipient's voicemail and disconnects you. Saves 20-30 seconds per no-answer, and the message is identical every time.
Caller ID and business hours
Recipients see your registered caller ID name plus the number you called from. We submit your business name to the major carrier registries on your behalf — most show it within 2-3 weeks. Spam Likely flags happen when call volume from a new number spikes too fast; warm new numbers up with under 50 calls/day for the first week to avoid it.
Set business hours in /app/phone-settings → Hours to send after-hours inbound calls straight to voicemail without ringing. The dialer also refuses to place outbound calls outside hours by default — TCPA compliance for you, less embarrassment for them.
Place your first call
From /app/dialer or any contact card, hit Call. The call screen shows: contact name + property, live transcript (Pro+), notes field, and a disposition dropdown.
Type notes mid-call — they auto-save to the contact when you hang up. Pick a disposition (Answered / No answer / Voicemail / Wrong number / DNC) before you end — that's what feeds the automation triggers and the next-best-action queue.
Single call vs power dialer
The default dialer is one-at-a-time: pick a number, dial, talk, disposition, next. Good for warm follow-ups where you want to read the script before each call.
The Power dialer (Pro+) auto-cycles through a list, skipping voicemails after a configurable rings count and queueing the next as soon as you disposition the current. Power dialing a 200-row list takes ~90 minutes instead of ~3 hours — but you lose the "scroll the contact's notes before they pick up" beat, so use it for cold lists, not warm follow-ups.
Recording and transcript review
Outbound calls record by default on Pro+ (with a state-required disclosure played automatically in two-party-consent states). Recordings attach to the contact's activity timeline; transcripts (auto-generated within ~2 minutes of hang-up) attach next to them.
Search every recording / transcript from /app/dialer/history by keyword — useful for finding "where did that seller mention the kitchen reno?" without re-listening. Disable recording per-call from the call screen, or globally from /app/phone-settings → Privacy.
Compliance and TCPA at a glance
A few rules to internalize so you don't end up in court:
- DNC suppression — federal and state DNC list scrubbing is automatic on every dial; you can't override it
- Calling windows — outbound is restricted to 8am-9pm in the recipient's local timezone (we compute timezone from the lead's ZIP)
- Recording disclosure — in two-party-consent states (CA, FL, IL, MA, MD, MT, NH, NV, PA, WA) the disclosure plays automatically before recording starts
- TCPA litigation — litigator-flagged numbers are auto-suppressed from outbound queues; never override the flag even on a hot lead
Compliance hooks live in the dialer code, not your hands — but knowing the rules lets you respect them when you're tempted to push.
Troubleshooting
- One-way audio (you hear them, they don't hear you) — browser blocked the mic. Lock icon → reset permissions, refresh.
- Choppy or robotic audio — bandwidth. Drop video calls / large uploads in other tabs; if it persists, hardwire instead of Wi-Fi.
- "No number assigned" — your account has no active number. Add one in
/app/phone-settings, or check that the number you ported finished provisioning. - Inbound rings forever — business hours are set to "Always closed" or the number isn't pointing at you. Check Hours + Routing.
- "Call ended unexpectedly" repeating — your network is dropping the WebRTC connection. Test the connection at
/app/phone-settings→ Network test; persistent failures usually mean a corporate firewall blocking UDP.