Technicians can now place calls directly from Thread Inbox — recorded, transcribed, and dropped into the ticket automatically.
Step 4
  • Click-to-call from the contact panel
  • Your caller ID displayed to customers regardless of what number your tech calls from
  • Recording + transcription directly in the ticket
  • AI summaries and Super Magic transcript access
  • Pause/resume transcription anytime
How to Configure
Admin setup
  1. Create an Outbound agent in Admin
  2. Add and verify at least one caller ID number
  3. Toggle outbound calling on
Making calls
  1. Click to call from the contact panel in Inbox
  2. Select your agent, caller ID, and the number you want to be reached at
  3. Click Place Call — Thread rings you first, then connects the customer
Techs can call from any number — direct line, extension, or personal device — and still display your verified main number to customers.
Check out the help docs here.
TIP
: Before making any outbound calls, re-sync your Members and Contacts to have the most accurate contact information.