The VoIP call module records the history of phone calls — incoming, outgoing, and automatic. Each call can be associated with a client and a task.
Outgoing
Indicates that the call was outgoing (initiated by the consultant).
Received
Indicates that the call was received (the conversation took place).
Autocall
Indicates that the call was made automatically by the autocall system.
Caller Number
The phone number from which the call was made (or to which the incoming call was received).
Recipient Number
The phone number to which the call was made.
Start Time
The date and time the call started.
Duration
The duration of the conversation (in seconds or mm:ss format).
Status
The status of the call (e.g., received, missed, busy, error). Information field.
Description
Note for the call — summary of the conversation, agreements, next steps.
Operator
The consultant (user) who conducted the conversation.
Client
The CRM client associated with this call. The system can automatically recognize the client by the phone number.
Tasks
Tasks associated with the call. Allows linking conversations to specific cases in the Tasks module.
VoIP Switchboard
The switchboard (VoIP server) through which the call was made.
Tags
Labels assigned to the call. They facilitate filtering and categorization of conversations.