This article covers how to make and receive phone calls using the Keap™ Business Line from the Keap desktop application, including where to place outbound calls, how inbound calls work, what options are available during an active call, and what is visible in the Comms section. The Keap Business Line must be set up before phone calls can be made or received from Keap. For setup instructions, see how to set up the Keap Business Line.

Why Make Calls From Keap

Making calls from within Keap keeps communication history connected to contact records. Inbound and outbound call history, voice message playback, and transcriptions are all visible in the Comms section, giving a complete picture of contact communication in one place.

Where to Place an Outbound Call

Outbound calls can be placed from four locations in Keap. After selecting the call option from any of these locations, enter the phone number or the name of an existing contact to begin the call.

1. From within an existing conversation thread.

   

   The screenshot above shows the call button within a Keap conversation thread.

2. From the communication list on the Comms page.

   

   The screenshot above shows the call button in the Comms page communication list.

3. From the Call button on a contact record.

   

   The screenshot above shows the Call button on a Keap contact record. The Call button only appears in the contact record actions when the Keap Business Line is set up.

4. From the Plus button at the top-left of any page.

   

   The screenshot above shows the Plus button in the top-left corner of the Keap interface.

After selecting the call option from any of these locations, a dialer appears where a phone number or existing contact name can be entered.

The screenshot above shows the Keap call dialer where a phone number or contact name can be entered to place the call.

Inbound Call Options

Incoming calls can be received and answered while logged in to Keap on a desktop. When an incoming call arrives, select the green button to answer or the red button to decline.

• If the call is from an unknown number, the caller's phone number is displayed.

  

  The screenshot above shows the incoming call notification for an unknown caller displaying the phone number.

• If the call is from a saved contact, the contact's name is displayed.

  

  The screenshot above shows the incoming call notification for a saved contact displaying the contact name.

Active Call Options

The following options are available during an active call:

• Audio settings — Select the gear icon to view and update audio settings.

  

  The screenshot above shows the gear icon on the active call widget used to access audio settings.

• Add contact — If the caller is not a saved contact, an option to add them as a new contact appears during the call.

  

  The screenshot above shows the add contact option on the active call widget for an unknown caller.

• Add note — If the caller is an existing contact, a note button appears to add a note to the contact record during the call.

  

  The screenshot above shows the note button on the active call widget for an existing contact.

• Dial pad — Use the dial pad to enter numbers or special characters during an active call.

  

  The screenshot above shows the dial pad available during an active call.

• Mute — Select the mute button to mute the microphone during the call.

  

  The screenshot above shows the mute button on the active call widget.

• Move call widget — The call widget can be repositioned anywhere on the screen during an active call.

  

  The screenshot above shows the active call widget repositioned on the screen.

The Comms Section

The screenshot above shows the Keap Comms section with call history and messaging entries visible.

The Comms section displays the following for Keap Business Line users:

• 1:1 messaging

• Inbound and outbound call history

• Voice message audio playback

• Voice message transcription

• Unread markers

• Indicators showing when a missed call auto-reply was sent

Frequently Asked Questions

What does this article cover?

This article covers how to make and receive phone calls using the Keap Business Line from the Keap desktop application, including outbound call locations, inbound call options, active call controls, and the Comms section. For Business Line setup instructions, see how to set up the Keap Business Line.

Is the Keap Business Line required to make calls from Keap?

Yes. The Call button and all calling features described in this article require the Keap Business Line to be set up. The Call button does not appear in the contact record actions until the Keap Business Line is active.

Can calls be made from the Keap Mobile app?

This article covers calling from the Keap desktop application. For information about calling from Keap Mobile, see the Keap Mobile documentation.