VoIP Calling

Difficulty: Intermediate | Time: 10 min | Tier: Business & Above

DreamFlow's built-in VoIP calling (Voice over Internet Protocol) lets you make and receive phone calls directly from your browser — no separate phone system needed. Every call is logged to the contact record automatically, and you can record calls for training and compliance.

Getting Started with VoIP

1. Navigate to Communicate > Calls in the sidebar.
2. If this is your first time, you will see a setup prompt. Click Configure Phone to provision a phone number.
3. Choose your area code and select a number from the available options.
4. Allow browser microphone access when prompted. DreamFlow needs this to handle audio.
5. Your phone is now ready. The call device panel will appear in the bottom-right corner of your screen.

Making a Call

1. Open the call device panel by clicking the phone icon, or navigate to a contact profile and click Call.
2. Dial a number using the keypad, or search for a contact by name.
3. Click the green call button to connect. The call timer will start automatically.
4. During the call, you can:
   • Mute/Unmute your microphone
   • Hold the call
   • Transfer to another team member
   • Open the call script panel for guided talking points
5. Click End Call when finished. The call is automatically logged with duration, timestamp, and recording (if enabled).

Receiving Calls

1. When someone calls your DreamFlow number, a notification appears in your browser.
2. Click Answer to accept or Decline to send to voicemail.
3. If the caller matches a known contact, their name and CRM details appear on the incoming call screen.

Call Recording

1. Go to Settings > Calls and toggle Auto-Record Calls on.
2. When enabled, all calls are recorded and stored in the call log.
3. Access recordings from Communicate > Calls — click any call entry to play back the recording.

Related Articles

• Call Recording and Logs
• SMS Messaging
• Email Inbox Overview

Need more help? Ask Sally in the chat bubble!