Calls

You don’t need a campaign to make a call. To dial one number directly:

1. Navigate to Calls in the sidebar.
2. Click New Call.
3. Enter the phone number and select which agent should make the call.
4. Click Call Now.

The call will connect immediately and you can monitor it in real time.

WiseRep can handle incoming calls too. When someone calls your WiseRep phone number, the system routes the call to the appropriate agent automatically.

To receive incoming calls or display a consistent caller ID for outbound calls:

1. Go to Calls > Phone Numbers.
2. Click Request Number.
3. Select a toll-free number from the available options.
4. The number is assigned to your account and ready to use.

Every call — whether from a campaign or made individually — is logged automatically.

1. Go to Calls > Call Logs.
2. Click any call to open the detail view.

Each call log includes:

• Status — Completed, Voicemail, No Answer, Failed
• Duration — how long the call lasted
• Transcript — a full text record of the conversation
• Summary — an AI-generated summary of what was discussed and the outcome
• Recording — a downloadable audio file of the call

When a call is in progress, you can watch it live from the Active Calls view, including a live transcript as the conversation unfolds.