> ## 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.

# Unify Dialer

> Call prospects directly from Unify and log every call automatically.

export const SettingsIcon = ({size = 24}) => <svg stroke="currentColor" 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="M10.325 4.317c.426 -1.756 2.924 -1.756 3.35 0a1.724 1.724 0 0 0 2.573 1.066c1.543 -.94 3.31 .826 2.37 2.37a1.724 1.724 0 0 0 1.065 2.572c1.756 .426 1.756 2.924 0 3.35a1.724 1.724 0 0 0 -1.066 2.573c.94 1.543 -.826 3.31 -2.37 2.37a1.724 1.724 0 0 0 -2.572 1.065c-.426 1.756 -2.924 1.756 -3.35 0a1.724 1.724 0 0 0 -2.573 -1.066c-1.543 .94 -3.31 -.826 -2.37 -2.37a1.724 1.724 0 0 0 -1.065 -2.572c-1.756 -.426 -1.756 -2.924 0 -3.35a1.724 1.724 0 0 0 1.066 -2.573c-.94 -1.543 .826 -3.31 2.37 -2.37c1 .608 2.296 .07 2.572 -1.065z"></path>
    <path d="M9 12a3 3 0 1 0 6 0a3 3 0 0 0 -6 0"></path>
  </svg>;

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>
  </>;

## What is the dialer?

The Unify dialer lets reps call prospects straight from Unify, with no separate
dialer tab to juggle. A rep clicks a phone number anywhere it appears, the call
connects in the browser, and the rep logs the outcome on hang-up. Every call,
disposition, recording, and transcript logs itself back to the record and syncs
to your CRM, so reps stop copy-pasting numbers and hand-logging notes.

Because the dialer lives where reps already research accounts, review signals,
and run Sequences, every call happens with full context and each touch is
captured automatically.

<Note>
  The dialer places outbound calls to the United States and Canada. Support for
  additional countries is on the roadmap.
</Note>

## How it works

When a rep clicks a phone number in Unify, the browser opens a call session and
places the outbound call through our telephony provider. From there:

1. Unify selects which of your numbers to call from.
2. The call connects in the browser and the rep talks to the prospect.
3. The call is transcribed and recorded based on your recording settings (see
   [Call recording](/reference/dialer/call-recording)).
4. On hang-up, the rep logs a disposition in one click.
5. The call, disposition, recording, and transcript
   [sync to your CRM](/reference/dialer/crm-sync) as an activity on the matched
   person.

## Where you can call from

Calls can start from three places in Unify. Whichever you use, the in-call
experience and logging are the same.

<CardGroup cols={3}>
  <Card title="Call tasks" icon={<PhoneCallIcon />} href="/reference/dialer/making-calls#calling-from-a-task">
    Work a list of call tasks and dial each one without leaving the queue.
  </Card>

  <Card title="Sequence steps" icon={<PhoneCallIcon />} href="/reference/dialer/making-calls#calling-from-a-sequence">
    Dial the prospect when a Sequence reaches a phone-call step.
  </Card>

  <Card title="Person records" icon={<PhoneCallIcon />} href="/reference/dialer/making-calls#ad-hoc-calls">
    Click a number on any person record to place an ad-hoc call.
  </Card>
</CardGroup>

## What you can do

* Place outbound calls to United States and Canada numbers from inside Unify.
* Record and transcribe calls based on your recording settings.
* Log a call outcome in one click and add notes.
* [Sync](/reference/dialer/crm-sync) the call, disposition, notes, recording, and
  transcript back to Salesforce or HubSpot automatically.
* Route prospect callbacks to your own phone with a
  [forwarding number](/reference/dialer/setup#set-a-forwarding-number).
* Use Chat to prep before a call with research, talk tracks, and full call
  scripts on demand.

## Get started

<CardGroup cols={2}>
  <Card title="Set up the dialer" icon={<SettingsIcon />} href="/reference/dialer/setup" horizontal>
    Activate the dialer, then buy and assign phone numbers.
  </Card>

  <Card title="Make your first call" icon={<PhoneCallIcon />} href="/reference/dialer/making-calls" horizontal>
    Dial from a task, a Sequence step, or a person record.
  </Card>
</CardGroup>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Which countries does the dialer support?">
    The United States and Canada. International calling beyond the US and Canada
    is on the roadmap.
  </Accordion>

  <Accordion title="What does the dialer cost?">
    Calling is included for Unify customers with no separate seat fee. Each rep
    gets free phone numbers based on your plan, and call time is billed in
    credits per minute once the prospect picks up. See
    [Pricing](/reference/dialer/pricing) for details.
  </Accordion>

  <Accordion title="Does it power-dial through a list automatically?">
    Not yet. Today the dialer is a single-call loop: click, talk, log. Power
    dialing is on the roadmap.
  </Accordion>

  <Accordion title="Can I dial from Chat?">
    Not yet. Today you can use Chat to prep for a call (research, a talk track,
    or a full script), but starting the dial itself from Chat is on the roadmap.
  </Accordion>

  <Accordion title="Can I call someone who doesn't have a phone number yet?">
    Yes. If a person has no number, enrich them on the spot and Unify will find
    one to dial.
  </Accordion>

  <Accordion title="What happens when a prospect calls back?">
    Callbacks route to the forwarding number you set in **Settings → Dialer**,
    such as your mobile. If you don't pick up, the call goes to that phone's
    voicemail. Inbound calls are logged to the activity log and reporting.
    Answering callbacks directly in Unify is on the roadmap. See
    [Set a forwarding number](/reference/dialer/setup#set-a-forwarding-number).
  </Accordion>
</AccordionGroup>