How to call your customers

Overview

Spiro VoIP allows you to make and receive calls and texts from your dedicated Spiro VoIP number on the web AND mobile app. The best part: calls will be automatically be 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, a user can take notes, and when the call ends the notes are automatically recorded in Spiro in the timeline. If

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 I get an incoming call from a number that Spiro thinks belongs to Aaron, but it's actually Manda calling me, I 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 the top right-hand corner, select Transfer Call, and 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 or not

Call Availability

You can make yourself available/unavailable by clicking on the dot next to your name.

Dial Pad, Call Logs, and Messages

To view the message center, manually dial a phone number or view call logs, 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 a second time 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