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§ 05Product · Phone desk

A phone desk where every call lands on the record.

Make and take calls in the browser. When a known contact calls, their open deals and properties are on screen before you answer. Recorded calls are transcribed and summarized onto the timeline.

NoteNeeds a phone plan with numbers for your brokerage — a service that isn't available for new brokerages yet.

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Exh. 05 — Phone desk
Phone desk showing recent calls with fictional contacts, call durations, missed calls and recorded, transcribed calls, each with Call again and Details actions.
Calling
In the browser
On ring
Open deals and properties
Recorded calls
Transcribed and summarized
For new brokerages
Not yet available

How phone desk works

05.1

Know who's calling before you answer.

The incoming-call card shows the caller's name — or “Not in CRM”, with a button to create the contact — and their open deals and properties while it rings. Answer, decline, or open the record.

05.2

Calls log themselves.

Inbound and outbound calls log to the contact. The recents list filters to inbound, outbound or missed, and narrows to a day or an agent; missed includes no-answers and busy signals.

05.3

Recordings you can read.

A recorded call is transcribed and summarized onto the contact's timeline, and a failed transcription is never presented as a transcript. Voicemail is transcribed too, with unheard messages first and search across the transcripts.

05.4

Texts beside the calls.

Incoming texts land in a three-pane inbox — conversations, the thread and the contact — that becomes one pane at a time on a phone.

Specification

Phone desk, in detail.

Workspace
Dial pad, recents, voicemail, recordings
In a call
Mute and keypad
Filters
All, inbound, outbound, missed; by day or by agent
Call detail
Audio and transcript status, summary, transcript
Analytics
Calls out and in, missed, answer rate and talk time per agent

Exceptions

Not included today.

Said plainly, so the list above can't be read as a promise.

Schedule B — Exceptions

Not included today

  1. 1.Phone plans for new brokerages — numbers need carrier registration in your brokerage's name
  2. 2.An AI receptionist or call screening
  3. 3.Tasks or calendar invites created from what was said on a call

Related

Works alongside.