Voice workspace
Dial, transfer, conference, and keep customer context close
TENANT WORKSPACE
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Agent workspace · Voice

Make every call with context.

Dial, transfer, and conference from one calm workspace—then let each outcome return to the customer record.

Voice setup
Design mode: this is the live-call experience the voice connection will activate. It currently demonstrates call controls without placing carrier calls.Configure voice
Manual dial

Dial Pad

Ready
Customer context

Call workspace

JM
Jordan MatthewsCustomer · Renewal outreach
Matched contact
14interactions
2open tickets
$8.4klifetime value
Suggested next stepConfirm Thursday appointment

Customer replied by SMS and asked for a call with the full service history nearby.

Recent activity

SMS reply · Today, 10:42“Thursday afternoon works for me.”

Ticket #2418 · OpenService follow-up needs an owner.

Call history

Recent calls

Reference preview · live activity will appear here