Using calls and text in Sell Voice

When you have activated Sell Voice you can make and receive calls and text messages to your number. Your number is unique to you as can only assign one phone number per user, agents for example cannot share the same number.

Note: You are solely responsible for using the voice and text features in Zendesk Sell in compliance with all applicable laws. Zendesk does not control the content of your telephonic communications, when they are made, or the recipients of the communications. Certain jurisdictions may require end-user consent prior to initiating telephonic outreach. By enabling and using these features, you agree that you have received the required consent.

This article covers the following topics:

• Making calls with Sell Voice
• Answering inbound calls
• Adding participants to a conference call in Sell Voice
• Setting up an auto dialer (call list) with Voice
• Using text messaging (SMS)
• Sending/responding to a text message from a lead or contact page
• Using the Call Summary page

Making calls with Sell Voice

Sell Voice is available on all plans and every account comes with complimentary call credit.

To make an outgoing call

1. Click Voice () in the top right corner of any page, and start typing the name of a user or company.

   You'll see matches for the text anywhere that it appears in a lead or contact record. For example, if you type "Mar", you might see the users "Margaret", "Mark", and "Simon Martin", or the company "Marcom", or the address "Martin Road". A user might have more than one entry, for example, if they have a mobile number and a home number.

   

2. Click the number you want to add to the call.
3. Alternatively, you can open the Leads, Contacts, or Deals page for the person you want to contact, and click the phone number to call via browser or mobile transfer number (if the transfer number is configured).

   

4. Sell Voice dials the contact’s phone number and call controls are visible at the bottom of your screen.

   Your Sell Voice number shows on the call recipient's Caller ID.

5. If this is the first time that you are making a Sell Voice call, give Sell access to your microphone in your web browser.

   You can use the following controls during the call:

   Call Feature	Description
   Contact or lead information	The person you are talking to, company, and phone number. If the contact is associated with a deal, this is also visible.
   Call length	A record of the time on the call. For example, 1:41 (1 minute and 41 seconds).
   	Dial pad. Use the dial pad to enter numbers when navigating a menu or leaving a voicemail.
   	Delete the recording.
   	Mute or unmute your microphone.
   	Call scripts and notes. You can make notes during the call and these are logged against the lead or contact as a call log. Call scripts are available on the two highest Sell plans and can be defined by an admin user in Settings > Voice and Text > Scripts
   	Call list (if available). You can set up a call list so that you can call contacts or leads in succession.
   End Call	End the call for all parties.

6. When the call is complete, a call summary screen is displayed. You can select a call outcome and add notes about the call. If the contact you're calling is associated with a deal, you can also choose a call topic. When you’ve logged the outcome and added notes, click Save to attach the call to the lead, contact, or deal.

   The details of the call are logged for the lead or contact, along with a recording (if you have call recording enabled), and the specified call outcome.

Note: If you are recording calls, you must adhere to applicable laws and regulations (see Best practices when recording Sell Voice calls for more information).

Answering inbound calls

When someone calls your Voice phone number while you're using Sell, you are notified in your Sell window.

If you don’t answer, or your computer is off, or you click to transfer, the call is forwarded to the transfer number that you provided during setup. This can be a desk phone or a mobile phone.

Note: Voicemail for Sell Voice is available through the Voicemail EAP, you can sign up to try out this feature here.

If you are on your Voice line when someone tries to call you, or you click to ignore, they caller receives a message that you are not available.

Adding participants to a conference call in Sell Voice

Note: Conference calling is currently available only through the Conference Calling EAP. Sign up to the EAP here.

The conference calling feature in Voice enables you to include additional participants to a call, for example, to help answer a question or resolve an issue. You can then leave the call if required. The call continues and the entire conversation is recorded. The feature also provides options for managing participants on the call, for example, putting a caller on hold.

To host a conference call

1. Click Voice () in the top right corner of any Sell page (see Start a new call or answer an inbound call).
2. From the in-call toolbar, click Add to call. A window appears with a search box and list of predefined numbers.
3. As the host, you have a number of options to add another participant to the call:
   • Click the number of the predefined user or group, for example, Support.
   • Start typing the name.

     You'll see matches for the text anywhere that it appears in a lead or contact record. For example, if you type "Mar", you might see the users "Margaret", "Mark", and "Simon Martin", or the company "Marcom", or the address "Martin Road". A user might have more than one entry, for example, if they have a mobile number and a home number. Click the number you want to add to the call.

     

   Note: You can only add one additional user to a call.
4. Sell attempts to connect the call. The in-call toolbar shows what state the call is in (ringing, connected, or disconnected).
   Note: The called-in user can't transfer the incoming call to another user.
5. As the host, you have a number of options during the call:
   • Hold: Click Hold () next to the caller's name to put any call participant on hold. For example, you might want to put the customer on hold while you are waiting for the call to connect, or to discuss the case with the called-in user before including the customer in the conversation. Click Hold again to allow the caller to rejoin the call.
   • Disconnect: Click Hang up () next to a caller's name to disconnect a participant from the call. For example, you might want to disconnect the called-in user and continue talking to the customer after the called-in user has finished providing support.
   • Leave call: Click Leave call to hang up. Any party can leave the call at any time, without ending the whole conversation. If the host leaves the call, the called-in person becomes the host, but the entire recording is saved in the host's records against that customer contact.
   • End for all: Click End for all to stop the call completely. Use this option with caution as it ends the call for all participants.

   This image shows the options that a host has available during the call:

   

   These are the options available in Sell to the other call participants:

   

   For information about the standard call options, see Using calls and texts in Sell Voice.

6. When the call is complete, a call summary screen is displayed to both Sell users involved in the call. Both users can select a call outcome and add notes about the call. If the contact you're calling is associated with a deal, you can also choose a call topic. When you’ve logged the outcome and added notes, click Save to attach the call to the lead, contact, or deal.
7. You can view the details of the call on the Lead, Contact or Deal card, along with a recording (if you have call recording enabled), and the specified call outcome.
8. In the Communication Center, click the Calls tab to see details of the call.
9. Click Settings (), then select Communication Channels > Voice and Text, and click the Logs and Billing tab.

   The details of the call are in the call log page.

10. In Upgrade > Billing, you can see the call as two parts.
11. In Reports > Calls, you can see information about the call in the call log, duration, and call outcome reports. You'll see a call recorded for each Sell user that participated in the call, and each Sell user gets credit for the call.

Note: If you are recording calls, you must adhere to applicable laws and regulations (see Best practices when recording Sell Voice calls).

Setting up an auto dialer (call list) with Voice

You can create an automatically dialed call list, for more information on how to do this, see Creating a call list for automatic dialing.

Note: This feature is only available on the two highest Sell plans.

Using text messaging (SMS)

Text messaging (SMS) is a quick and effective way to communicate with prospects and customers. You can select your own Voice phone number to text on the web or mobile app.

Text messaging through Voice doesn’t require any additional setup because it uses your existing Voice number. If you haven't selected your Sell Voice number yet, see set up your Voice number.

When you select your Voice number remember that some phone numbers support call capabilities only, while other phone numbers support both call and text message capabilities. Next to each available phone number to choose from you'll see icons to indicate whether the number supports call, text messaging, or both.

If you want to send and receive text messages (SMS) using international numbers, see the Twilio guidance.

Sending/responding to a text message from a lead or contact page

You can send a text message from a lead or contact page, and reply to a text message if it has been sent directly to your number. Emojis are also supported.

There are two ways to send an SMS from the page of a contact or lead, you can use the Internal note menu or the New message menu:

To send an SMS text message using the Internal note menu

1. On a contact or lead page, click the Internal note dropdown menu.
2. Click SMS.
3. Enter your text.
4. Click Send.

To send an SMS text message using the New message menu

1. On a contact or lead page, in the top right corner, click the New message dropdown menu.
2. Click SMS.
3. Enter your text.
4. Click Send.

To respond to a text message

1. In the Activity Feed for a lead or contact, click the text message you want to respond to.
   Note: You can only respond to text messages that have been sent directly to your number.
2. Type your message in the Add a message to this conversation field.
3. Click Send Message.

   The message is logged and sent to the lead or contact.

To respond to a text from the Communication Center, see Managing your Sell email, phone calls, and text messages.

Using the Call Summary page

After each call, you'll see a call summary page where you can record the call outcome and call summary if you want to. You can also create a task, such as a reminder, to follow up on the call.

To use the Call Summary page

1. On the Call Summary page, click the Call Outcome dropdown menu and select an outcome.
2. In the Notes field, add any relevant information from the call, that might be helpful for future calls or to access from the Contacts page in the Notes section of that contact.
3. (Optional) Select the Add task checkbox if you want to create, for example, a follow-up task that you can assign a due date to.
4. Click Save.