Where calls start
From a task
Work a queue of call tasks and dial each one in turn.
From a Sequence
Dial when a Sequence reaches a phone-call step.
Ad-hoc
Click a number on any person record to call right away.
Calling from a task
Call tasks are the most common way reps dial. Working a list of call tasks (often built from intent or engagement signals), a rep clicks to dial each one, talks, logs a disposition, and moves to the next without leaving the queue. Call tasks can be created individually or generated by a phone-call step in a Sequence.Calling from a Sequence
When a Sequence reaches a phone-call step, Unify creates a call task for the assigned rep. The rep dials the prospect from inside the Sequence, and the call writes back to the CRM on its own. See Sequence step types for how phone-call steps are configured.Ad-hoc calls
No task is required to call someone. Click the phone number on any person record and Unify dials it immediately. If the person has no phone number, enrich them on the spot and Unify will find a number to dial.The in-call experience
When a call connects, the rep stays inside Unify with the person’s full context on screen: account activity, research, notes, and signals. Reps can navigate Unify freely during the call to inform the conversation. An in-call recording badge shows whether the current call is being recorded. See Call recording. If a call falls outside 8am to 9pm in the prospect’s local time, Unify shows a warning before the call connects. Unify does not block the call, so the rep can proceed or cancel.Logging a call
When the rep hangs up, they log a disposition in one click. The preset dispositions are:| Disposition | Use it when |
|---|---|
| No answer | The call rang out with no answer. |
| Left voicemail | You reached voicemail and left a message. |
| Busy signal | The line was busy. |
| Bad number | The number was wrong or disconnected. |
| Gatekeeper | You reached a gatekeeper rather than the prospect. |
| Referral | You were referred to a different contact. |
| Call later | The prospect asked you to call back another time. |
| Not interested | The prospect was not interested. |
| Interested | The prospect was interested. |
| Meeting booked | The call resulted in a booked meeting. |
Redial and repeat calls
After a call, reps can redial the same prospect directly from the call view. To protect prospects and your numbers’ reputation, Unify warns you before a third call to the same person in one day and soft-blocks additional calls beyond that.Frequently asked questions
Do I need a task to place a call?
Do I need a task to place a call?
No. You can click the number on any person record and it dials, with or
without an existing task.
Can I call someone without a phone number on file?
Can I call someone without a phone number on file?
Yes. Enrich the person on the spot and Unify will find a number to dial.
Can Chat prepare call notes before I dial?
Can Chat prepare call notes before I dial?
Yes. Tell Chat who you’re calling and it will generate research, insights,
or a full call script. Starting the dial itself from Chat is on the roadmap.
Is there a limit on how many times I can call someone in a day?
Is there a limit on how many times I can call someone in a day?
Unify warns you before a third call to the same person in one day and
soft-blocks additional calls beyond that.