Calls

Use the Calls tab to place browser calls and review call history.

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Placing a call

On the Calls tab, click Call Now to call from your browser. You need:

• A provisioned phone number or supported calling setup.
• Browser microphone permission.
• A stable connection.

During the call, use mute, hold, and the keypad.

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Recording

Toggle Call Recording where permitted. Recording is blocked in stricter-consent states, and the called party hears a recording notice.

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Transfers and merge

During a call:

• Transfer to a teammate for a warm hand-off.
• Add My Cell to bring your own phone onto the call.
• Merge to turn the briefing into a 3-way call.

Teammates need a verified cell number in My Profile > Call Forwarding to receive transfers.

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Common questions