> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Making calls

> Place calls from tasks, Sequences, or a person record and log the outcome.

export const PhoneCallIcon = ({size = 24}) => <>
    <svg class="block dark:hidden" stroke="var(--icon-pink-light)" fill="none" stroke-width="2" viewBox="0 0 24 24" stroke-linecap="round" stroke-linejoin="round" height={size} width={size} xmlns="http://www.w3.org/2000/svg">
      <path d="M5 4h4l2 5l-2.5 1.5a11 11 0 0 0 5 5l1.5 -2.5l5 2v4a2 2 0 0 1 -2 2a16 16 0 0 1 -15 -15a2 2 0 0 1 2 -2"></path>
    </svg>
    <svg class="hidden dark:block" stroke="var(--icon-pink-dark)" fill="none" stroke-width="2" viewBox="0 0 24 24" stroke-linecap="round" stroke-linejoin="round" height={size} width={size} xmlns="http://www.w3.org/2000/svg">
      <path d="M5 4h4l2 5l-2.5 1.5a11 11 0 0 0 5 5l1.5 -2.5l5 2v4a2 2 0 0 1 -2 2a16 16 0 0 1 -15 -15a2 2 0 0 1 2 -2"></path>
    </svg>
  </>;

Once the [dialer is set up](/reference/dialer/setup), a rep can call any person
with a phone number by clicking that number in Unify. The call connects in the
browser, and the rep logs the outcome when the call ends. This page covers where
calls start, what the in-call experience looks like, and how to log a call.

## Where calls start

<CardGroup cols={3}>
  <Card title="From a task" icon={<PhoneCallIcon />} href="#calling-from-a-task">
    Work a queue of call tasks and dial each one in turn.
  </Card>

  <Card title="From a Sequence" icon={<PhoneCallIcon />} href="#calling-from-a-sequence">
    Dial when a Sequence reaches a phone-call step.
  </Card>

  <Card title="Ad-hoc" icon={<PhoneCallIcon />} href="#ad-hoc-calls">
    Click a number on any person record to call right away.
  </Card>
</CardGroup>

### 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](/reference/sequences/sequence-step-types#phone-call).

### 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](/reference/sequences/sequence-step-types#phone-call) 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](/reference/dialer/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.

<Tip>
  Prompt Chat with who you're calling before you dial and it will produce
  research, insights, or a full call script to prep with.
</Tip>

## 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.             |

The disposition, along with any notes, the call recording, and the transcript,
is written back to the person record and
[synced to your CRM](/reference/dialer/crm-sync).

## 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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>