"Why stop at messaging? With Calling, your CRM can finally speak up."

🧠 TL;DR

We integrated with Twilio to bring native calling directly into the ChatDaddy platform. Now, your sales or support team can make and receive calls, log them, record them, transcribe them, and tag them — all inside one unified workspace.

No more juggling between platforms. Just pick a number, press call, and let the CRM handle the rest.

🚀 How It Works

1. Verify a Twilio Number

   Add your number to our system, verify it, and get calling in seconds. 🔗 Add a phone number

   

2. Make a Call

   From any contact's profile, inbox, or CRM ticket — it's one click away.

   🔗 How to make calls

   Methods to Make Calls:

   • Contacts Page:

     • Navigate to the Contacts page.
     • Open the contact you wish to call.
     • Click on the call button associated with the contact.

     

   • CRM Tickets:

     • Open the CRM Tickets page.
     • Locate the ticket associated with the contact you want to call.
     • Click on the call button within the ticket to initiate the call.

     

   • Inbox:

     • Go to the Inbox page.
     • On the top right of each chat with a contact, there is a call button.
     • Click on this button to start a call with the contact.

     

3. Pop-up Call Modal

   • In-call notes field (so you can finally ditch the sticky notes)
   • Mute, record, and end controls
   • Use any verified number to place the call (so you can finally ditch the sticky notes)
   • Mute, record, and end controls
   • Use any verified number to place the call

   

4. Call Logs

   All call history stored with:

   • Contact name
   • Call duration
   • Team member who made the call
   • Call status (missed, completed, etc.)

5. Detailed Call View

   Click into any log to:

   • Play the call recording without downloading
   • View and edit the call notes
   • Download call audio if needed

   

🗓️ Schedule a Call

Sometimes you don’t want to call now — you want to call later, on purpose, and with context. That’s where scheduling comes in.

You can:

• Set a topic for the upcoming call (like "Pricing Explanation")
• Choose a contact and the caller number
• Schedule the date and time

Your team stays prepped, and your contact gets a polished experience.