Product · Calling

Call from the lead.Everything lands back on it.

Click Call on any lead and talk from your browser. Every call is recorded, transcribed and logged with an outcome, notes and a callback, and an AI voice agent can make the first call for you.

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Calling on Essentials, Growth and Scale · AI voice agents on Growth and Scale

PhoneConnected

Dana KimOrbit Payments · +1 415 555 0142

02:14

Live translationHindi → English

Dana: We're comparing two tools this month.हम इस महीने दो टूल्स की तुलना कर रहे हैं।

MuteHoldKeypadTransferDrop VMCallbackNotesHang up

How it works

From number to logged call in four steps

No desk phone and no extra app. A browser with a microphone is enough.

Get a number

A number is provisioned for your workspace. You can also add a number you already own as your outbound caller ID after a short verification call.

+ Add External Number

Click Call on a lead

The Phone panel opens with the lead's contacts. Allow the microphone the first time, pick the contact and dial.

Call

Talk with the controls you need

Hold, keypad, warm or cold transfer, drop a recorded voicemail, or schedule a callback in the contact's time zone.

Transfer call · Drop voicemail

Log the outcome

Pick an outcome, add notes, tick a follow-up task. The recording, transcript and summary follow on the lead's timeline.

Save Disposition

One call, start to finish

Ring, talk, log. The lead's timeline does the remembering.

Scroll to follow one call Nina Alvarez makes to Orbit Payments.

RingingNina clicks Call. The dialer rings from her browser.

ConnectedRecording starts with the call, every time.

Live captionsTranslated captions in 43 languages as they talk, with live translation on.

Saved to the leadOutcome, task, recording and AI summary on the timeline.

PhoneSaved

Dana KimOrbit Payments

03:48

Live translationHindi → English

Nina: Hi Dana, it's Nina from Acme Sales. Is now still a good time?

Dana: Yes. We're comparing two tools this month.हाँ, हम इस महीने दो टूल्स की तुलना कर रहे हैं।

Nina: Shall I send pricing for twenty seats?

Dana: Please, by Thursday.हाँ, गुरुवार तक भेज दीजिए।

Orbit PaymentsActivity

Call · Nina Alvarez · 3m 48sInterested

▶Play recording

Task created · Send pricing · due Thu

AI summaryComparing two tools; wants pricing for 20 seats by Thursday.

Email · Pricing page link openedYesterday

Note · Raj: decision this quarterMon

Lead · Created from Meta adLast week

What's in Calling

Everything a rep on the phone all day needs

Browser dialer

A floating Phone panel on every page. Inbound calls ring as a toast you accept or decline.

Dialer queue Preview

Work through up to 500 leads with Dial, Skip and auto-advance after each disposition. A launch button on the Leads list is not in the app yet.

Recordings and transcripts

Every call is recorded and transcribed. Play it from the call row on the lead's timeline.

AI summaries and scores

From the transcript, get a short summary of the call and a scorecard you can coach from.

Live translation

Switch on live translation in the Phone panel when you and the contact don't share a language. It covers 43 languages.

Voicemail drop

Upload up to 10 voicemail drops of up to 3 minutes, star a default, and drop it when you reach a machine.

Calling hours and consent

Calls outside 8:00–21:00 in the contact's time zone need a logged reason. Revoked consent blocks the call.

Numbers and inbound routing

Ring groups, phone menus and routing rules decide who picks up. A rule can send calls to an AI agent.

A closer look

Three things teams switch for

AI calling agent

Let an AI voice agent make the first call

Build a voice agent with its own prompt, voice and languages, then have it call one lead from the lead page or a whole smart view as a campaign. Qualified calls can create a pipeline deal.

Call with agent on any lead, or launch a campaign from a smart view
Set max concurrent calls, calls per minute and the calling window
Marketing campaigns need AI-voice consent for each lead before dialing
Auto-pauses when the abandonment rate crosses your threshold (3% at most)
Point an inbound routing rule at the agent to answer calls

Growth and Scale. Connects through your own Retell and Twilio accounts.

Campaign · Q4 re-engageRunning

Placed184

Connect41%

Qualified23

Booked9

Call goalBook a discovery meeting

Max concurrent calls3

Calls per minute10

Calling window09:00–20:00 local

Auto-pause threshold3%

Sample numbers for illustration.

Live coaching

Listen in, whisper, or step in

Managers open Reporting → Live Calls, pick a call and choose how to join. Switching modes doesn't drop the connection, and each session is logged.

Listen: hear the call silently
Whisper: only the rep hears you
Barge: everyone hears you
Listen and Barge are separate role capabilities

Raj Malhotra → Summit LogisticsLive · 06:12

ListenWhisperBarge

Tom Fischer → Helios EnergyLive · 01:37

ListenWhisperBarge

Nina Alvarez → Aperture LabsLive · 00:52

ListenWhisperBarge

Whispering to Raj: "Ask who else signs off."

Compliance

Calling hours are checked before the phone rings

Pitch2Sale checks the contact's local time, weekends and holidays in restricted regions, and consent. Jurisdiction rules can narrow the 8:00–21:00 window, never widen it.

Outside the window: the rep gives a reason, and the override is logged
Revoked consent: hard block, no override
Compliance overview for the last 7, 30 or 90 days

00:0008:0021:0024:00

Confirm this call

It's outside the 8:00–21:00 calling window in the contact's time zone.

Reason to proceed (logged for compliance)

CancelCall anyway

Works with the rest of Pitch2Sale

A call is never a dead end

Leads Every call, recording and outcome sits on the lead's timeline.Tasks Follow-up tasks and callbacks straight from the disposition dialog.Smart views Point an AI calling campaign at a saved list of leads.Reports Outcomes, daily volume and calls per rep in the Calls tab.Proposals AI proposal drafts can pull context from call transcripts.SMS Text from the same workspace, with an opt-out line added for you.AI team Named agents that call, draft and triage alongside your reps.Compliance Jurisdictions, consent audit and the compliance overview.

FAQ

Questions about Calling

Which plans include Calling?

Calling is on Essentials, Growth and Scale. AI voice agents and campaigns are on Growth and Scale. Solo does not include calling.

Do I need a desk phone or an app?

No. Calls run in your browser; allow the microphone the first time. On a phone-sized screen the dialer opens as a bottom sheet.

Can I buy or port numbers in the app?

Not yet. A number is provisioned for your workspace by the platform. You can add a number you already own as an outbound caller ID: enter it, answer the verification call and type the code.

Are all calls recorded?

Yes. Every call is recorded, stored encrypted and transcribed, and the recording plays from the lead's timeline. Check the call-recording consent rules where you and your contacts are.

Is there a power dialer?

There is a queue mode for up to 500 leads per session, one session per person. The rep still clicks Dial for each lead; it is not a predictive dialer. A button to launch it from the Leads list is not in the app yet.

What happens if a rep calls outside calling hours?

The app asks for a reason before it places the call, and logs that reason. If the contact has revoked consent, the call is blocked with no override.

Can I dial a number that isn't on a lead?

Not yet. Pick a contact on a lead; free-typed numbers are not supported.

Which languages does live translation cover?

43 languages. Turn it on in the Phone panel for a call where you and the contact don't share a language.

What does calling cost?

Call usage appears on your bill; there is no call-cost screen in the app. placeholder: link to pricing

Make the next call from the lead.

Get started, connect a number, and your first logged call is a few minutes away.

Get started Book a demo

Ring, talk, log. The lead's timeline does the remembering.

Scroll to follow one call Nina Alvarez makes to Orbit Payments.

RingingNina clicks Call. The dialer rings from her browser.

ConnectedRecording starts with the call, every time.

Live captionsTranslated captions in 43 languages as they talk, with live translation on.

Saved to the leadOutcome, task, recording and AI summary on the timeline.