Marketing & Sales · Calling
Call from the record, log it without typing.
Connect your own Twilio or Exotel account and every phone number in Solset AI becomes a call button. Calls are logged on the lead with their outcome and recording, missed calls become callback tasks, and a power dialer works through a list.
Calls run on your own Twilio or Exotel account; their call charges are billed to you by them.
solset.ai/calls
Calls
- Call · from the leadConnected
- RecordingPlay
- Summarise this callOn request
- Missed callCallback task
- Power dialer · next in 5 sPause / Stop
- Outcome loggedOn the lead
Illustration of the Calls page.
How it works
Out, in, missed, and the next one
Outcomes are verified from your provider's callback, so the log shows what really happened.
solset.ai/calls
Outgoing
- CallPhone or browser
- Do not callRespected
Step 1 of 4 · Outgoing
Click-to-call from any record
Numbers on leads, customers and organizations open the call dialog. Calls ring your phone and connect the customer, or run in the browser on Twilio.
- Caller ID from your account
- The rep is taken from their sign-in, not typed
Calling
Calling details
- Calls pageEvery call with direction, outcome, duration and recording.
- VoicemailUnanswered incoming calls leave a voicemail on the call.
- Missed-call WhatsAppOptional template message to the caller you missed.
- RecordingsPlay recordings from the call record, fetched through Solset.
- Ring groupsChoose who rings for incoming calls.
- Browser callingTalk through your computer on Twilio, no desk phone.
Good to know
- You need your own Twilio or Exotel account. Exotel reaches Indian numbers only.
- Call recording laws differ by country; recording is your account's setting and your responsibility.
Related features
- WhatsApp follow-upsFollow-up sequences for new leads, quiet leads and sent quotations, stopped by a reply or STOP.
- Marketing campaignsPlan a campaign by objective, schedule steps across channels, and credit the leads it brings.
- QuotationsThemed quotation PDFs or your letterhead, chosen sections, revisions, approvals and online acceptance.
Questions
Calling: questions
The sun is already up
Put your next job on one record.
Create a free workspace, add one real enquiry and take it as far as a quotation. If that is not faster than how you work today, you have lost nothing.