How to call your customers

Overview

Spiro VoIP allows you to make and receive calls and texts from your dedicated Spiro VoIP number on both the web and mobile app. The best part: calls will be automatically logged in Spiro! If you're looking for instructions on how to call your customers in the mobile app, those specific instructions are here.

During a call, you can take as many notes as you need. When the call ends, your notes are automatically recorded in Spiro in the timeline.

If there are multiple contacts with the same phone number, you can change which contact your call is associated with. This is particularly helpful with main company lines, which often get stored in multiple contact records. For example, in the screenshot below, if you get an incoming call from a number that Spiro thinks belongs to Aaron, but it's actually Manda calling, you can easily change which contact the call should be associated with.

You can also click to dial a phone number when you are on a list of contacts or companies.

Transfer Calls

Transfer calls to other Spiro users that have Spiro VoIP numbers on incoming calls. Click the three dots in the top right-hand corner, select Transfer Call and then search for the user you want to transfer the call to. When transferring calls, you will be able to see which of your colleagues are available.

Call Availability

You can make yourself available/unavailable for taking calls by clicking on the arrow next to your name. 

Dial Pad, Call Logs and Messages

To view the message center, manually dial a phone number, view call logs and navigate to the Spiro VoIP toolbar in the top right corner of the page.

  • To access the dial pad, click the phone icon next to your name. If it is red, click the phone icon once to activate your VoIP session and then click again to access the dial pad.
  • Click the bell icon to access the notification center, which holds your texts, missed calls and voicemails, and any other Spiro notifications.
 

AI-Generated Call Summaries

Spiro's AI Engine now creates a summary of transcribed calls to quickly get an overview of what happened in the conversation without needing to read the fulltranscription.