Calling
When nobody is at the desk, the call rings their mobile
If the agent isn't at the dashboard, the call goes to their verified mobile.
How it works
Small advisory firms and distributors rarely have someone sitting in front of a dashboard. With mobile fallback, a website call that isn't answered in the browser rings the agent's own mobile, which they have verified with a one-time code.
The visitor stays in the browser the whole time. Only the agent's leg of the call uses the phone network, which is why paid plans include a monthly allowance of mobile fallback minutes.
What's included
- Critical for small firms where nobody sits waiting for calls.
- Each agent verifies their own mobile before it can ring.
- Timeouts and overflow set per department.
Questions about rings your mobile
Does the visitor see the agent's mobile number?
No. The visitor talks from the browser and never sees the agent's number. The agent sees the caller's name and the page they called from.
What happens if the mobile isn't answered either?
The call overflows to another department if you set one, and otherwise the visitor books a callback slot, which lands in the callback queue with a deadline.
Related features
- Browser calling: Visitors click Call and talk. No app, no number to type, desktop or mobile.
- Two-question intake: Name, mobile, new or existing client, and topic. Optional OTP to stop spam.
- Agent console: Who's calling, from which page and campaign, before the agent picks up.
- 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.