Calls and texts

This video shows Calls and Texts: calling and texting customers from your business number, the call log, the phone dialer, and the AI summary of each recorded call.

The page

Open Calls and Texts from the menu. The strip at the top shows your business line, and whether calls and texting are live. Texting turns on once the carriers approve your number. Below are three tabs: Conversations, Call log and Settings.

Conversations

Conversations keeps one thread per person, with calls and texts together. Filter by All, Calls, Texts, Unread, or Mine, for people you've talked to or whose lead or deal is yours. Search names, numbers, and the words in texts.

A conversation

Click a conversation to open it: texts, pictures, calls, recordings and summaries, in order. Buttons at the top open the lead or the deal, or Call them. When a customer texts in, the deal's designer gets a notice, or else the lead's owner.

Texting

To text someone new, click New text. In the To box, type a name, phone number or email to find a client, lead or contact. Texts go out from your business number. A tag shows whether they agreed to texts, and anyone who texts stop is never texted again.

Writing with AI

Under the box, Answer with AI drafts a reply to their last texts. Write with AI writes one from a few words. Polish makes your draft clear and friendly, and Correct fixes spelling and grammar only. Read it over, then click Send.

Call log

The Call log lists every call. Filter by Missed, Voicemail, Incoming, Outgoing or Recorded, pick who took it, and search names, numbers, summaries and notes. Calls to a tracking number show the campaign they came from.

One call

Click a call to open it: Call back, Text, the lead or deal, and Everything with them. Below are the recording, the AI summary with next steps, your notes, and the full transcript.

Call summaries

Recorded calls are written out and summed up. For a possible job, the AI also notes the project, budget and timeline, and scores how likely it is to become a job. The summary goes on the lead's or deal's timeline too.

The dialer

The phone button at the top of any page opens the dialer. Pick the number to call from, type or tap the number, and click Call. During a call, you can Mute, open the Keypad, write call notes, or Hang up. Viewers can look, but can't call or text.

Taking calls

To take calls, keep ECHOPS open with Available for calls on in the dialer. A call rings the people picked in Settings first, then a cell phone, then voicemail. A caller ECHOPS doesn't know becomes a new lead.

Settings

Under Settings, owners and admins pick who rings first, the cell to try next, and whether calls are recorded with a short notice. Write the welcome and voicemail greetings, or upload or record your own, and pick the voice. Save, then click Hear it to listen.

Leave Available for calls on while you work, so customers reach your browser before your cell or voicemail. Next: Email.