> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Calls

> Place browser calls, record with consent safeguards, take voicemail with an AI greeting, transfer warm to teammates, and merge 3-way calls.

Use the **Calls** tab or the **New call** dialer in Messages to call listing agents straight
from your browser, review call history, play recordings and voicemails, and get AI summaries
of what was said.

<Info>
  **Key things to know**

  * Calls run in the browser over your organization's phone number; you need microphone permission and a stable connection.
  * In Messages, **New call** lets you search existing contacts or type a phone number from scratch.
  * Recording follows state consent rules: it is blocked when the property is in a stricter-consent state, and the other party always hears a recording notice first.
  * Transfers are warm only - you brief the teammate while the agent waits on hold, then **Merge** joins everyone in a 3-way call.
  * Teammates can only receive transfers if they have a verified cell number in **My Profile > Call Forwarding**.
</Info>

## Placing a call

You can place browser calls from two places:

* Open an existing conversation, go to the **Calls** tab, and click **Call Now**.
* In Messages, click **New call** beside the conversation search box. Use **Contacts** to search
  your saved contacts, or use **Keypad** to type a phone number.

You need:

* A provisioned phone number (see [Phone Number](/features/phone-number)).
* Browser microphone permission.
* A stable connection.

During the call, a floating call widget gives you **Mute**, **Hold** / **Resume**, **Keypad**,
**Transfer**, and hang up. The widget stays with you if you navigate to other pages, and you can
jump back to where the call started.

Calls started from an existing contact stay attached to that contact's thread. If the contact is
already associated with a property, the call also appears in that property's conversation history.
Calls to a new number create a Messages thread so you can save the contact and attach a property
later.

## Recording a call

Before dialing, switch on the **Call Recording** toggle.

* When the property's state allows recording, the toggle simply turns on and the status line
  confirms which state the decision was based on.
* When the property is in a stricter-consent state, recording is unavailable and the toggle is
  disabled. The blocked states are California, Connecticut, Delaware, Florida, Illinois,
  Maryland, Massachusetts, Montana, Nevada, New Hampshire, Pennsylvania, and Washington.
* When the state is unknown, an **Attest Recording Eligibility** window asks you to confirm the
  recipient is not in a blocked state before recording is enabled.

When recording is on, the called party hears a short recording notice before being connected.
Finished recordings appear on the call card in the thread, where you can play them back or
generate an AI summary that opens in its own window.

### Recording during a call

You can also start or stop recording while a call is in progress, including on incoming calls.
Once the call connects, the floating call widget shows a **Record** button:

* Click **Record** to start recording. The first time you use it, a **Recording Notice** window
  reminds you that you are responsible for telling the other party the call is being recorded.
* While recording, the widget shows a red **REC** indicator. Click **Stop** to end the recording;
  the rest of the call is not recorded.
* **Stop** also works on calls that started with the **Call Recording** toggle on, so you can end
  a recording partway through a call.

Each call keeps a single recording. Once you stop a recording, it cannot be restarted on the
same call. The finished recording appears on the call card in the thread as usual.

<Warning>
  When you start recording mid-call, there is no automated recording notice. It is your
  responsibility to inform the other party that the call is being recorded. Recording without
  notice may be illegal in some states.
</Warning>

## Voicemail

When an incoming call is not answered (or you send it to voicemail), the caller hears your
voicemail greeting, read by an AI voice.

* Set the greeting script in [Advanced Settings > Communication](/settings/advanced-settings/communication)
  under **Voicemail**. You can insert your company name and phone number into the script.
* Choose a **Female** or **Male** voice and click **Play preview** to hear the current script
  before saving. Only admins can change voicemail settings.
* Voicemails left by callers appear in the thread with playback and an AI summary of the
  message.

## Transfers, Add My Cell, and Merge

During a call, click **Transfer** to open the teammate picker. Teammates appear alphabetically,
with online teammates first and a presence dot when availability is known.

<Steps>
  <Step title="Pick a teammate">
    Click the transfer icon next to a teammate. The agent is placed on hold while the teammate
    is rung in their browser and on their verified cell at the same time - whichever they answer
    first wins.
  </Step>

  <Step title="Brief your teammate">
    Talk to your teammate privately while the agent waits on hold.
  </Step>

  <Step title="Merge everyone">
    Click **Merge** to take the agent off hold and join all three of you in one call. You can
    stay on or hang up - the call continues between your teammate and the agent.
  </Step>
</Steps>

The picker also has a pinned **My Cell** row: click **Add your cell to this call** to ring your
own verified cell and bring it into the active call without putting the agent on hold - handy
when you need to step away from the computer mid-call.

Teammates need a verified cell number in **My Profile > Call Forwarding** to receive transfers.
That same setting lets each user ring their cell alongside the browser for incoming calls.

<Note>
  For Quo-connected organizations, calls are handled in Quo, and in-call transfers are not
  available. See [Quo Integration](/integrations/quo).
</Note>

## Common questions

<AccordionGroup>
  <Accordion title="Why can't I transfer a call?">
    The teammate needs a verified cell number in **My Profile > Call Forwarding**. If no
    teammates have one, the picker shows an empty state explaining this. Transfers are also not
    available for Quo-connected organizations.
  </Accordion>

  <Accordion title="Why can't I record this call?">
    The property is in a stricter-consent state where recording is blocked, or the state is
    unknown and you have not completed the attestation. The recording panel explains which case
    applies.
  </Accordion>

  <Accordion title="Does the agent know the call is recorded?">
    When you turn on recording before dialing, the called party hears a short recording notice
    before the call connects. When you start recording mid-call with the **Record** button,
    there is no automated notice - you must inform the other party yourself.
  </Accordion>

  <Accordion title="How do I get a summary of a recorded call?">
    Open the call card in the thread and use its summary button. The AI summary opens in a
    dedicated window. Voicemails get summaries the same way.
  </Accordion>

  <Accordion title="Why don't incoming calls ring in my browser?">
    Incoming calls must be enabled on your organization's number - see
    [Basic Setup > Phone Number](/settings/basic-setup/phone-number). To also ring your cell,
    verify it under **My Profile > Call Forwarding** and turn on **Also ring my cell on inbound
    calls**.
  </Accordion>

  <Accordion title="Can I move an active call to my cell phone?">
    Use **Add My Cell** in the transfer picker. Your verified cell joins the live call, and you
    can continue from your phone.
  </Accordion>
</AccordionGroup>

## Limitations

* Browser calling requires microphone permission; without it, calls cannot be placed.
* Recording is unavailable in the twelve stricter-consent states listed above.
* Warm transfer is the only transfer mode; there is no blind (cold) transfer.
* Quo-connected organizations place and receive calls in Quo, without ProPilot recording or
  transfer features.
