Conversations

Making Phone Calls

Call a prospect from your browser or the HiringCenter app using an identity's phone number, or queue the call to place from your own phone with Device Handoff.

Path: Conversations → prospect → Call (phone beside the message box, or + → Call)

Call from HiringCenter

1. Open the prospect in Conversations and pick the identity thread whose number should show on caller ID.
2. Click Call.
3. If no conversation exists, Start Conversation opens. Choose HiringCenter Identity and the identity, then Start Conversation.
4. Confirm the call. The confirmation shows the prospect, pipeline stage, and owner.
5. Allow microphone access if your browser asks. The call bar shows Dialing..., Ringing..., then Connected.

During the call you can Mute, open the keypad (for phone menus), open Notes, set the Call Outcome, and Hang up. Stay on the page while the call is live.

You can't be on a voice call and a video meeting at the same time, or start a second call before the first one ends.

After the call

When the call ends, Confirm call outcome asks you to pick an outcome (Connected, No Answer, or Left Voicemail), and lets you set a Call Title and notes. Save it so your reports and history are accurate.

The call then appears on the thread timeline with its outcome, duration, and notes. Click the outcome on the call bubble, or the pencil (Edit call), to change it later. Add a Note or Task in Prospect Details for follow-up.

Incoming calls

• Allow microphone and notifications in the browser or the installed app. See Push Notifications.
• The incoming call card shows the caller, matching prospects, the owner, and a spam-risk label for unknown numbers. Click Accept to answer.
• Do Not Disturb (the moon) silences ringing and video waiting rooms, and shows a quiet Incoming call notification you can tap to answer.
• An active video meeting also quiets the ringtone and shows a notification instead.

Missed calls can go to the identity's voicemail if one is set up on Settings → Identities. Voicemail recordings and transcriptions play right in the thread.

Call from your phone (Device Handoff)

1. Turn on Device Handoff on Your Profile.
2. In your Device Handoff thread, click Call. Queue call explains that the call won't be placed now; add Call notes for whoever makes it.
3. On your phone, open the push notification (or the conversation) and tap Make Call. Your phone's dialer opens.
4. Back in HiringCenter, confirm whether the call connected.

Admins and owners can queue a call for a teammate who has Device Handoff on. See Device Handoff.

Already called from your cell without HiringCenter? Use + → Manually log: Call. See Logging Manual Activity.

When calling isn't available

• Calling not enabled for this account — ask an admin or owner.
• The prospect unsubscribed from calls, or the number is invalid.
• You aren't assigned to the thread's identity.
• View Only users can't place calls.
• If the microphone is blocked, the composer shows how to allow it. The call isn't connected until you do.