callingphonebasics
Getting Started with Calling
The calling feature lets you make and receive calls directly from the platform using your business phone number.
Making Your First Call
- Go to Conversations or open a contact
- Click the Phone icon
- The dialer will appear
- Click Call to connect
Where You Can Make Calls
- Conversations: Click the phone icon on any conversation
- Contact Profile: Use the call button on a contact's page
- Dialer: Access the standalone dialer to call any number
Receiving Calls
When someone calls your business number:
- You'll see an incoming call notification
- Click Answer to accept
- Click Decline to send to voicemail
Where You'll See Calls
- Browser notification (if enabled)
- Mobile app (if installed)
- Desktop app (if installed)
During a Call
While on a call, you can:
- Mute: Turn off your microphone
- Hold: Put the caller on hold
- Keypad: Access the dialpad for menu options
- End Call: Hang up
Call Quality Tips
For the best call experience:
- Use a headset for better audio
- Ensure stable internet connection
- Close other apps using bandwidth
- Find a quiet location
Browser Permissions
For calling to work in your browser:
- Allow microphone access when prompted
- Allow notifications for incoming calls
- Keep the tab open or use the desktop app
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