How do I call a customer from Alori, or from my own phone?
Click Call on the customer's record or conversation. Alori calls from your business number in the browser. Call from my phone uses your own dialer.
Open the customer in your team app and click Call. Alori calls them from your computer, through your browser, and the customer sees your business number. To use your cell instead, click Call from my phone when it shows, or tap the number on your phone.
Also called: phone a customer, outbound call, click to call, dial, call back, appeler un client, faire un appel, rappeler, composer
Step 1: Find the customer
Open the customer's record in Customers, or their conversation in Conversations. You also find Call back under a missed call or a voicemail in the history.
Click: Customers › the customer
Step 2: Click Call
Click Call. The first time, your browser asks to use your microphone: allow it. A card shows Connecting…, then Ringing…, then On the call.
Click: Call
Step 3: Talk and hang up
Use Mute if you need a moment. Click Hang up when you're done. The card shows Ended: "The summary will show in the history."
Click: Hang up
Call from your own phone
If your business number isn't active yet, Call opens your phone's dialer instead. The customer then sees your own number.
If a call from Alori can't start, the card offers Call from my phone.
You can also ask Alori: "Call Samuel." It gets the call ready, and nothing dials until you click Call.
Good to know
Calls use credits. See What uses credits?
With Record calls on, the recording, transcript and summary land on the customer.
If it doesn't work
"The microphone is blocked" Click the lock left of the address, allow the microphone, then click Try again.
"Calling isn't turned on" Turn on your business number first. See How do I get my business phone number?
"Your number is being activated" Carriers are checking your business. Allow 1 to 3 business days, or use Call from my phone.
"Out of credits to call" Add credits in Alori, then try again. A teammate sees "Ask the app's owner to fix it."
"Too many calls at once" Wait a few minutes before the next call.
"This number doesn't work" Click Fix the number, correct it on the customer's record, then call again.
"The call couldn't start" Check your internet connection, then click Try again.