Calls
Make and receive calls on desktop and mobile, recordings and transcripts.
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- How to fix choppy audio, echo, delay or one-way callsRobotic sound, echo or one-way audio almost always come from the network or the microphone, not the number. Test on a wired connection instead of Wi-Fi, close apps using the internet, check the microphone and speaker selected in the dialer, update the app or browser and restart the router.
- How to know where a call is coming from before you answer (whisper message and Call Connect)Go to Settings › Phone System › Phone Numbers › Edit Configuration › Advanced Settings, turn on Call Connect and write the Whisper Message (e.g. "Call from the website, press a key to accept"). Only the person answering hears it; the call connects once they press a key.
- How to make a call with the Elooo CRM dialerClick the green phone icon in the top bar, check the number under Calling From, type the number or search for the contact and click call. During the call you can mute, hold, use the keypad and transfer.
- How to receive calls to your number on the mobile appGo to Settings › My Staff, edit the user, open Call & Voicemail Settings, pick the Inbound Number, check Mobile app under Forward Calls to and save. On the phone, give the app microphone and notification permissions and let it run in the background.
- How to record calls and read the transcriptTurn on recording in Settings › Phone System › Phone Numbers › Edit Configuration for the number, and turn on transcription in Settings › Phone System › Voice › Call Recording and Transcription. The recording and text show on the call in Conversations.
- How to ring several team members at the same timeGo to Settings › Phone System › Phone Numbers, open the number's Edit Configuration, pick the main person under Route calls to an Internal Team Member and, on the Call Forwarding tab, check Ring More Team Members and add up to 6 people. Whoever answers first takes the call.
- How to text back callers you missed automaticallyGo to Settings › Phone System › Voice › Voicemail & Missed Call Text Back, check Enable Missed Call Text Back, write your message under Customize and save. To control repeats or do more than send a text, build a workflow with the Call Details trigger (incoming, no-answer or busy).
- How to transfer a call to a coworkerDuring a call in the mobile app, tap Transfer, open the Staff Members tab, pick the coworker and choose Hold and Call (talk to them first, then hand off) or Transfer and End (hand off immediately and drop out). The call rings on every device the coworker has enabled, even without a personal phone number.