SalesSheet.ai includes a built-in dialer that lets you place calls directly from any contact record, deal, or the dedicated calling interface. Every call is automatically logged to the contact timeline, so your team always has a complete history of customer interactions without any manual data entry.
The integrated dialer uses VoIP technology delivered through your browser, so there is no additional software to install. Calls are placed using your SalesSheet phone number, which is provisioned automatically when you activate the Chamadas add-on in your account settings.
Antes de Comecar
- Uma conta ativa no SalesSheet.ai no plano Pro ou Enterprise
- The Chamadas add-on enabled in Settings > Chamadas > General
- A provisioned SalesSheet phone number (assigned during Chamadas setup)
- A working microphone and speakers or a headset connected to your computer
- Browser permission granted for microphone access
Open a Contato or Deal Record
Navigate to the contact you want to call by using the global search bar at the top of the dashboard or by browsing your Contatos list. You can also initiate a call from within a Deal record if the deal has an associated contact with a phone number on file.
On the contact detail page, you will see the phone number displayed beneath the contact name. If the contact has multiple phone numbers (for example, mobile and office), each number will be listed separately with a phone icon next to it.
Clique no botao Call Button
Clique no botao green phone icon next to the number you want to dial. If the contact has more than one number, a small dropdown will appear allowing you to select which number to call. Alternatively, you can click the "Call" action button in the contact toolbar at the top of the record.
When you click the call button for the first time, your browser may prompt you to allow microphone access for SalesSheet.ai. Click "Allow" to proceed. This permission only needs to be granted once and can be managed later in your browser settings.
Using the Dialer Interface
Once the call is initiated, the SalesSheet dialer panel slides open on the right side of your screen. The panel displays the contact name, the number being dialed, and a real-time call timer. During the call, you have access to several controls: Mute to silence your microphone, Hold to place the caller on hold, Keypad to enter touchtone digits (useful for navigating phone menus), and the Notes tab where you can type notes in real time.
The dialer also shows a live waveform indicator so you can confirm that audio is being transmitted. If call recording is enabled for your account, a red "Recording" badge will appear at the top of the dialer panel along with a button to pause or stop the recording at any time.
End and Log the Call
When your conversation is finished, click the red "End Call" button to hang up. The dialer panel will transition to the call summary screen, where you can review the call duration, add or edit notes, tag the call outcome (Connected, Left Correio de Voz, No Answer, or Busy), and associate the call with a specific deal if it is not already linked.
Click "Save and Close" to log the call. The call entry will immediately appear on the contact timeline, including the duration, outcome, any notes you added, and a link to the recording if applicable. Your team members with access to this contact will also be able to view the logged call.
Review Call History and Analiticos
After logging your calls, you can review your full call history by navigating to Chamadas > Call Log from the left sidebar. The call log displays every call placed or received through SalesSheet, sortable by date, duration, outcome, and contact name. Use the filter controls at the top to narrow results by date range, outcome type, or specific team members.
For a higher-level view of your calling activity, visit the Chamadas Analiticos dashboard at Chamadas > Analiticos. This dashboard shows metrics such as total calls made per day or week, average call duration, connection rate (percentage of calls that were answered), and outcome distribution across all your calls. Managers can view analytics across the entire team to identify top performers and coaching opportunities.
Dica Pro
You can also place calls using the standalone dialer by clicking the phone icon in the left sidebar. This opens a full keypad where you can manually type in any phone number, even if it does not belong to an existing contact. After the call ends, SalesSheet will prompt you to create a new contact or link the call to an existing record.
Importante
The built-in dialer requires a stable internet connection with at least 100 kbps upload and download bandwidth. If you experience choppy audio or dropped calls, try switching to a wired Ethernet connection or moving closer to your Wi-Fi router. VPN connections can also introduce latency that affects call quality.
SalesSheet.ai's dialer currently supports calls within the United States and Canada. International calling is available on the Enterprise plan. Check Settings > Chamadas > General to see which regions are enabled for your account.
O que Esperar After Making a Call
After you complete and log a call, several things happen automatically within SalesSheet.ai:
- Timeline entry created: The call appears on the contact timeline with full details including duration, outcome, and any notes or recordings.
- Activity feed updated: Your team's activity feed reflects the call, so managers and collaborators can see recent outreach at a glance.
- AI follow-up suggestions: SalesSheet's AI assistant may suggest a follow-up task or email based on the call outcome and notes you entered.
- Deal stage prompts: If the call is linked to a deal, the AI may recommend advancing or updating the deal stage based on the conversation context.
- Call analytics: The call contributes to your personal and team analytics, including total calls made, average duration, and outcome distribution.
Solucao de Problemas
The call button is grayed out. Why can't I place a call?
A grayed-out call button usually means the Chamadas add-on has not been activated for your account, or the contact does not have a valid phone number on file. Check that your plan includes the Chamadas feature by visiting Settings > Chamadas > General. If the add-on is active but the button is still disabled, verify that the contact record contains a phone number in the correct format (including country code). You can edit the contact to add or correct the phone number.
The other person can't hear me during calls. What should I check?
First, confirm that your browser has permission to access your microphone. You can check this by clicking the lock icon in your browser's address bar and ensuring the microphone setting is set to "Allow." Next, verify that the correct microphone device is selected in Settings > Chamadas > Audio Devices. If you are using a headset, make sure it is properly connected and selected as the input device. Finally, check that you have not accidentally clicked the Mute button in the dialer panel.
My calls are dropping or the audio quality is poor. How do I fix this?
Poor call quality is almost always related to network conditions. Run a speed test to confirm you have at least 100 kbps upload and download bandwidth. If you are on Wi-Fi, try switching to a wired connection. Disable any VPN software during calls, as VPNs add latency that degrades VoIP performance. Close bandwidth-heavy applications like video streaming or large file downloads. If the problem persists, try using a different browser such as Google Chrome, which tends to have the best WebRTC support for VoIP calls.