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tutorial

Make and review recruiting calls

Place permitted recruiting calls, work with call context and dispositions, and review recordings, transcripts, or summaries when available.

Recruiter, Manager, Owner7 minVerified September 2, 2026

The Calls workspace supports contact search, a keypad, active-call controls, dispositions, and post-call review. Recruiters see their own calls and transcripts; managers and owners can review the tenant-wide call workspace.

Place and finish a recruiting call

  1. 01

    Open Calls and confirm readiness

    Check that the softphone is ready, calling is enabled, and your account has Initiate call access.

  2. 02

    Choose the contact or number

    Use Contacts, search at least two characters across available records, or enter a valid number on the keypad. Do not call a contact marked do not contact.

  3. 03

    Start the call

    Confirm the intended person and context, then place the call. Follow your agency's approved introduction, consent, and recording disclosure process.

  4. 04

    Use call controls responsibly

    Use the available in-call controls, voicemail action, or stop-recording action according to policy and the contact's preferences.

  5. 05

    Record context and disposition

    After the call, add the applicable recruiting context and disposition so follow-up work reflects what occurred.

  6. 06

    Review available call artifacts

    Open call details to review a recording, transcript, or summary when one was produced. These artifacts may be pending, skipped, or failed and should be checked against your own notes.

Recording and transcription are not guaranteed

A call may have no recording, no transcribable speech, or a failed transcription. AI-generated transcripts and summaries can contain errors. Follow consent requirements and verify important facts before updating candidate or client records.

Troubleshooting

The call button is disabled.

Likely cause: Calling is not ready, the number is invalid, the contact is do not contact, access is missing, or the account cannot place the call.

Read the readiness message, correct the number or contact status only when authorized, and ask an owner to check calling access, configuration, and balance.

The transcript is pending or unavailable.

Likely cause: Processing is still running, recording failed, transcription failed, or there was no transcribable speech.

Wait and refresh when processing is pending. Retry transcription if that action is offered; otherwise use verified call notes.

A recruiter's call is not visible to another recruiter.

Likely cause: Recruiters are scoped to their own calls and transcripts.

Ask a manager or owner to review tenant-wide call activity when business policy permits.