How to make calls

Overview

There are three primary ways to make calls within the platform. Regardless of the method, a dialog box will appear allowing you to select the phone number, manage call recording, and place the call.

Methods to Make Calls

  1. Contacts Page:
      • Navigate to the Contacts page.
      • Open the contact you wish to call.
      • Click on the call button associated with the contact.
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  1. CRM Tickets:
      • Open the CRM Tickets page.
      • Locate the ticket associated with the contact you want to call.
      • Click on the call button within the ticket to initiate the call.
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  1. Inbox:
      • Go to the Inbox page.
      • On the top right of each chat with a contact, there is a call button.
      • Click on this button to start a call with the contact.
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Call Dialog Box

When you click the call button using any of the above methods, a dialog box will appear as shown below:

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  • Select Phone Number:
    • Choose the phone number you want to call from.
    • You can add a new number by clicking the "Add new number" button.
  • Call Recording:
    • Call recording is turned on by default.
    • You can turn off call recording for that particular call by toggling the “Record Call” switch.
  • Place Call:
    • After selecting the phone number and setting your call recording preference, click on the "Place Call" button to initiate the call.
Make sure to give Microphone Access to ChatDaddy on your browser for Calls to work

Credit Pricing for calls

  • Per Minute Charging:
    • Credits are charged per minute for calls. If the call duration is less than a minute, a full minute’s worth of credits will be deducted.
  • Call Duration:
    • The call duration starts as soon as the call is made, not when it is picked up.
    • For example:
      • If the call duration is 1 minute and 23 seconds, credits will be deducted for 2 minutes.
      • If the call rings for 30 seconds but is not picked up, credits will be deducted for 1 minute.
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Important Notes • Ensure you have the correct phone number selected before placing the call. Call recording can be toggled according to your preference or requirements. You can always add a new phone number directly from the call dialog box if needed. Be mindful of the credit pricing to manage your credits efficiently.
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