How to call your customers

Spiro Phone allows you to make calls, receive calls and text from your dedicated Spiro phone 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 under Activities in Spiro.

If there are multiple contacts with the same phone number, you can change which contact your call is associated with. This is 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 toggle to the left of your name. 

Dial Pad, Recent Calls, Voicemail and Text Messages

To view the text messages and recent calls, manually dial a phone number or check voicemails, click the phone icon near the top right of Spiro on the web. 

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 full transcription and can even generate next steps mentioned during the call. 

Inbound Calls

Where do they ring?

  • If you're logged into the web app and have calls enabled, inbound calls will ring through your computer. 
  • If you have the Spiro Phone app downloaded and you're logged in, it will ring on your cell phone if you don't pick up the call to your computer.
  • If you don't have the Spiro Phone app downloaded, the call will go to voicemail and you will be notified by email.

How do I know who is calling?

The name of the person and company will appear on the call modal. If the number is associated with multiple people or companies, it will say so. 

Once you answer the call, you can select the proper contact to assign the call to.