Outbound Calls / Softphone - How It Works

Blind Transfer

Search Contact, click on the Contact to Transfer & End the current call

Warm Transfer

Search Contact, click on the Contact to Call & Hold the current call, once they pickup, we can merge them.

FAQs:

1. If I log in as the user with an assigned Twilio number, why are calls going from the default Twilio number?

Calls will be made from the Twilio number assigned to the user, but only when the user has data enabled and their role is set to "User."

If the user doesn't have only assigned data enabled and the user role is an Admin, we will use the default Twilio number to call. To switch the number to use for outbound calls, once we click on the dialer, we can select the Twilio number from the Call from dropdown here: