Calling
The agent console: who is calling and why, before you pick up
Who's calling, from which page and campaign, before the agent picks up.
How it works
Agents take calls in a browser tab. When a call rings, they see the caller's name, whether they are an existing client, the topic, and the page and campaign they came from.
During the call they can mute, hold, and transfer to a colleague or a department. After it, a disposition is required, so every call ends with a recorded outcome.
What's included
- Presence: Available, Busy, Away, Offline, with auto-Away after missed rings.
- Mute, hold, and warm or blind transfer to a person or a department.
- Notes, required disposition, and a client code field for existing clients.
- Browser notifications when the console tab is in the background.
Questions about agent console
Do agents need a desk phone or headset software?
No. A browser and a headset are enough. Calls ring in the console tab, with a browser notification when the tab is in the background.
Can agents transfer a call?
Yes, as a warm transfer, where the agent speaks to the colleague first, or a blind transfer straight to a person or a department.
Related features
- Browser calling: Visitors click Call and talk. No app, no number to type, desktop or mobile.
- Rings your mobile: If the agent isn't at the dashboard, the call goes to their verified mobile.
- Two-question intake: Name, mobile, new or existing client, and topic. Optional OTP to stop spam.
- Widget that matches your site: Your label, colours and placement: header, floating, or inline on a page.
- After-hours AI receptionist: Intake and approved FAQs only. Never investment advice.
- Routing by page and topic: The IPO page rings the IPO desk. The research page rings research sales.
- Callbacks with a deadline: Missed calls become callback tasks with an SLA countdown and escalation.
- Compliance-grade recording: Per-department rules, tamper-evident hashes, retention and legal hold.
- Lead inbox and attribution: Every call, miss and callback is a lead with page, referrer and UTM tags.
- All features
Put a Call button where your phone number is today.
Free for one person and 100 browser minutes a month. Larger firms can start with a pilot on one department.