Dialer

Early access. The dialer is being rolled out to selected workspaces. Talk to the Zero team if you would like access. Full documentation follows once it is generally available.

The dialer brings calling into Zero, so the phone stops being the one channel that never makes it into the CRM. You call a contact from their record, take inbound calls in the app, and the call is logged against the right company, contact and deal without anyone writing it up afterwards.

What it covers today:

• Calls from a record. Dial a contact from Zero and handle the call in a panel inside the app, with your own choice of microphone and speaker.

• Inbound calls. Answer or decline calls in Zero, or forward them elsewhere when you would rather not take them there.

• SMS. Send and receive text messages alongside calls, from the same workspace number.

• Transcripts. Calls are transcribed, so the conversation is searchable and available to agents and reports like any other activity.

• Workspace phone numbers. Admins manage the workspace's numbers, pick which one is the default, and set where inbound calls should go.

Once a call ends it behaves like every other touchpoint in Zero: it shows up on the Activity feed of the people and companies involved, and counts toward their touchpoint history.