SalesSheet uses WebRTC-powered phone calling directly from your browser. No software to install, no phone hardware needed - just a microphone and an internet connection. This guide walks you through the complete setup process, from account activation and phone number provisioning to making your first call, understanding in-call controls, and resolving common audio issues.
Before You Begin
- An active SalesSheet.ai account on the Pro or Enterprise plan
- The Calling add-on enabled in Settings > Calling > General
- A working microphone and speakers or headset connected to your computer
- A modern browser (Chrome recommended for best WebRTC support)
- A stable internet connection with at least 100 kbps upload and download bandwidth
Activate the Calling Add-On
Before you can make calls, the Calling add-on must be enabled for your account. Navigate to Settings > Calling > General and toggle the Calling feature on. If you are on a plan that includes calling, the toggle will be available immediately. If calling is not included in your current plan, you will see an option to upgrade.
When you activate calling for the first time, SalesSheet automatically provisions a telephony account on your behalf. This happens behind the scenes - you do not need to create a separate account or manage any API keys. The integration is fully managed by SalesSheet.
Phone Number Provisioning
During the initial calling setup, SalesSheet automatically provisions a phone number for your account. This number serves as your outbound caller ID when you make calls from SalesSheet. The number is a US-based number assigned from our telephony provider's number pool.
You can view your assigned phone number in Settings > Calling > Phone Number. If you need a number in a specific area code, contact support at andres@salessheets.ai and we can request a number transfer or reassignment. Enterprise plan customers can also port an existing business phone number to use with SalesSheet calling.
Your provisioned number supports both outbound and inbound calls. When someone calls your SalesSheet number, the incoming call will ring in your browser if you are logged in and the SalesSheet tab is open. If you are unavailable, the call goes to your SalesSheet voicemail.
Allow Microphone Access
When you first attempt to make a call, your browser will ask for microphone permission. Click Allow to enable calling. This is a one-time permission - your browser will remember your choice for future calls. Without microphone access, calls cannot connect.
If you accidentally clicked "Block" on the permission prompt, you can fix this by clicking the lock icon (or site settings icon) in your browser's address bar, finding the Microphone permission, and changing it to "Allow." In Chrome, you can also navigate to chrome://settings/content/microphone and ensure app.salessheets.ai is in the Allow list. After updating the permission, refresh the SalesSheet page.
Open the Dialer
Navigate to any contact and click the phone icon, or use the dialer button in the sidebar. The dialer opens with a phone number input field and a T9 keypad. You can type a number directly or start typing letters to search your contacts - the T9 search maps keyboard letters to find matching contact names.
The dialer supports multiple input methods: you can click the keypad buttons, type digits using your keyboard, or paste a full phone number into the input field. Phone numbers are automatically formatted as you type. International numbers should include the country code prefix (e.g., +44 for the UK), though international calling is only available on Enterprise plans.
Make Your First Call
Enter a phone number or select a contact suggestion, then tap the green call button. WebRTC connects through our telephony infrastructure. You'll hear a ringback tone while the call is connecting. Once the other party answers, remote audio begins and the call timer starts.
For your first call, we recommend calling your own mobile phone or a colleague to verify that audio works correctly in both directions. This test call confirms that your microphone is working, your speakers or headset are receiving audio, and the WebRTC connection is stable through your network. If the test call works, you are ready to start calling contacts.
In-Call Controls
During a call, you'll see the contact's name, avatar, and a live duration timer. Six control buttons are arranged in a 2x3 grid:
- Speaker: Toggle speaker boost to amplify incoming audio - highlights blue when active. Useful in noisy environments.
- Record: Start/stop call recording. A red REC badge appears when active. Recordings are saved to the contact timeline with an AI-generated summary.
- Mute: Mute your microphone - highlights red when active. The other party hears silence, not hold music.
- Hold: Put the call on hold with hold music - highlights yellow when active. Click again to resume.
- End: End the call. The dialer transitions to the call summary screen.
- Keypad: Open the DTMF keypad for navigating phone menus or entering extension numbers during the call.
For detailed information about each control, see the Call Hold, Speaker Boost, and Recording article.
Calling Costs and Billing
Calling costs are included in your SalesSheet plan up to your plan's monthly minute allowance. The Pro plan includes 200 minutes of domestic (US and Canada) calling per user per month. The Enterprise plan includes unlimited domestic calling.
If you exceed your monthly minute allowance on the Pro plan, additional minutes are billed at $0.02 per minute. Usage is tracked in Settings > Calling > Usage, where you can see your current month's minutes used, remaining allowance, and any overage charges. Billing for overages is added to your next monthly invoice.
International calling is available on Enterprise plans only and is billed at per-minute rates that vary by destination country. Contact support for a rate card if you need international calling.
Pro Tip
If you're in a noisy environment, use the Speaker Boost button (Volume2 icon, turns blue when active) to amplify the incoming audio. This is separate from your device's speaker - it applies software-level amplification to make the caller's voice clearer. For the best overall call quality, use a wired headset rather than laptop speakers and microphone.
Important
SalesSheet's WebRTC calling requires your browser tab to remain open during the call. If you close the SalesSheet tab or navigate away from the application, the call will be disconnected. You can switch between tabs within SalesSheet (for example, looking up another contact during a call) without losing the connection, but closing the browser window will end the call immediately.
Troubleshooting
I can't hear the other person on the call.
First, check that your browser has microphone permission enabled (look for the microphone icon in your browser's address bar). Then verify your audio output device is correct in your system settings - on macOS, check System Settings > Sound > Output; on Windows, check Settings > System > Sound > Output. If the issue persists, try refreshing the page and making the call again - this re-initializes the WebRTC connection. Also try toggling Speaker Boost on to amplify the incoming audio.
The other person can't hear me.
Verify that you have not accidentally clicked the Mute button (it highlights red when active). Check that your browser has microphone permission set to "Allow." Confirm that the correct microphone device is selected in your system audio settings - if you recently connected or disconnected a headset, your system may have switched to a different input device. Try speaking and watching the audio waveform indicator in the dialer - if it is not moving, your microphone input is not reaching the browser.
Calls are dropping or audio quality is poor.
WebRTC calling requires a stable internet connection with at least 100 kbps upload and download bandwidth. Try switching from Wi-Fi to a wired Ethernet connection if possible. Close other bandwidth-heavy applications (video calls, large downloads, streaming). If you're behind a corporate firewall, ask your IT team to ensure WebRTC traffic (STUN/TURN on UDP ports 3478 and 443) is not being blocked. VPN connections can also introduce latency that degrades call quality - try disconnecting your VPN during calls if possible.
The dialer shows "Connection Error" or "WebRTC Unavailable."
This error appears when the browser cannot establish a WebRTC connection to our telephony servers. Common causes include: a very restrictive firewall blocking UDP traffic, an outdated browser that does not support WebRTC, or a browser extension that blocks WebRTC connections (some privacy extensions do this). Try using Google Chrome with extensions temporarily disabled. If you are on a corporate network, contact your IT team to whitelist the WebRTC endpoints used by SalesSheet.
Echo or feedback during calls.
Echo is usually caused by your speakers playing audio that your microphone picks up again. The most effective solution is to use a headset or earbuds, which physically isolate the speaker output from the microphone. If you must use laptop speakers, lower your speaker volume and move the microphone away from the speakers. Some browsers also have built-in echo cancellation - Chrome generally handles this better than other browsers.