Use cases · CRMs & sales platforms

The call button that writes its own notes

CRMs win on what happens after the call — and nobody types notes. Handset gives your product a click-to-call button that dials the rep, bridges the customer, and streams a live transcript into the deal timeline. Every call from the business's own number, every word searchable.

Request accessRead the docs

What changes for your product

Reps call from personal cells

Click-to-call dials the rep first, then bridges the customer — the customer sees the business number, and the CRM sees everything.

Notes fields stay empty

transcribe: true streams every utterance to your webhook as it's spoken — the call log writes itself, speaker by speaker.

"What did we promise them?"

Transcripts are queryable mid-call and after — ready for search, coaching, or an AI summary layer.

Texting lives in the same thread

The follow-up text goes from the same number the call came from — one conversation object, both channels.

click-to-call.ts
// The "Call" button in your CRM
await createCall({
  body: {
    from: deal.tenant.numberId,
    to: contact.phone,
    connect_to: rep.phone,
    transcribe: true,
  },
});

→ call.transcript "Happy to get you scheduled for Thursday…" // live, per utterance

Transcripts land as structured segments — the exact substrate for the AI features on your roadmap: summaries, coaching, deal-risk flags. Ship the call button first; the intelligence layer is a webhook away.

How it maps to the API

Three objects, in order

1Voice

One call, three legs handled

POST /v1/calls with from, to, and connect_to — agent rings, customer bridges, status webhooks throughout.

Learn more
2Live transcription

Turn on the transcript

Add transcribe: true; call.transcript events arrive per utterance with speaker labels.

Learn more
3Messaging

Text from the same identity

Follow-ups and scheduling from the number the customer just talked to.

Learn more

Sound like your platform?

Three design-partner slots: free early access, white-glove 10DLC, and a founder on the call.

Request accessSee all use cases