You can now make phone calls directly from within Keap if you are using Keap Business Line.
Article Contents:
Where to place a call
You can place an outbound call in 3 areas of Keap:
- From within an existing conversation
- From the communication list on the Comms page:
- Clicking the Call button on a contact record.
NOTE: The Call button will only be displayed as the first item in the contact record actions if you Keap Business Line set up - From the Plus button at the top-left of every page.
- Once you click on call, you can enter in the phone number or the name of an existing contact
Inbound Call Options
- While you are logged into Keap on your desktop, you can receive and answer incoming phone calls.
- When an incoming call happens, you can answer by clicking on the green button, or decline the call by clicking on the red button.
- If the call is from an unknown contact you will see the phone number of the caller
- If the call is from a saved contact, you will see the name of the contact
Active Phone Call Options
When you are on an live call, you can do several things:
- Update and view audio settings by clicking the Gear icon
- If you are talking to a non-contact, you will see an add contact option while on the call
- If you are talking to an existing contact, you will see a note button
- Use the dial pad to enter in numbers or special characters while on an active call
- Mute the microphone
- Move the call widget
The Comms section update
In the Comms section, you will now be able to see:
- 1:1 messaging
- Inbound and outbound call history
- Voice message audio playback
- Voice message transcription
- Unread markers
- Indicators to show a missed call auto-reply was sent out
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