Enhanced Click to Call in PhoneBurner

📋 Video Summary:

In this video, Jeff Osness, Principal Evangelist at PhoneBurner, introduces the new Enhanced Click-to-Call feature, now available in Labs for Professional and Premium account holders. This update improves the standard click-to-call experience by allowing users to initiate, manage, and disposition calls more effectively directly from a contact record.

Key Features & Steps:

1. Activate Enhanced Click-to-Call:

   • Click on your initials > My Account.

   • In your account settings, go to Labs (left-hand side).

   • Enable the "Enhanced Click-to-Call" option.

2. Using Enhanced Click-to-Call:

   • Go to a contact record and refresh the page.

   • Click the Click-to-Call button.

   • A new enhanced window appears with controls:

     • Mute (have private conversations),

     • Keypad (navigate phone trees),

     • Hang Up (end the call).

3. Disposition the Call:

   • After the call, the same window allows you to select a disposition from your Live Answer Set.

   • If the contact was previously called in a dial session, it uses the last dial session’s disposition set.

   • If not, it uses your default Live Answer Set.

4. Trigger Automations:

   • Dispositions can:

     • Move contacts to folders,

     • Add follow-up dates,

     • Trigger emails,

     • Add/remove tags,

     • Trigger webhooks,

     • Log notes,

     • Record calls (if enabled).

5. Example Used:

   • Jeff demonstrates scheduling a follow-up call.

   • He selects a follow-up date, clicks confirm, and all related automation (folder move, note, status update) is triggered.

This feature enhances call control and workflow automation for one-off calls made outside a dial session—making it faster and easier to manage individual interactions efficiently.

🏷️ Tags:
click to call, PhoneBurner Labs, enhanced calling, contact management, CRM dialer, live answer dispositions, follow-up automation, webhooks, call recording, folder automation, sales productivity

🧹 Cleaned-Up Transcript:

[Music]

Hello, it's Jeff Osness, Principal Evangelist at PhoneBurner, and I want to show you an exciting update to our Click-to-Call feature, now available in Labs for Professional and Premium users.

Previously, you could click to call a contact directly from their record. Now, with the Enhanced Click-to-Call update, you get more control and automation—all within a dedicated window.

How to Activate Enhanced Click-to-Call

1. Click on your initials in the top-right corner.

2. Select My Account.

3. In the Labs section on the left, find "Enhanced Click to Call" and enable it.

Using the Feature

• Go back to a contact record and refresh the page.

• Click the Click-to-Call button.

• A new call window opens (instead of the basic call bar).

You now have:

• A Mute button (for private conversations),

• A Keypad (to navigate phone menus),

• A Hang Up button to end the call.

After hanging up, the call window remains open so you can disposition the call.

Dispositions & Automation

Dispositions shown are based on:

• The last dial session if the contact has been previously dialed.

• The default live answer set if the contact is new.

Choose a disposition, and all automations linked to that button will trigger, such as:

• Moving the contact to a specific folder,

• Setting a follow-up date,

• Sending a follow-up email,

• Adding tags,

• Triggering webhooks,

• Logging notes,

• Recording the call (if enabled).

Example:

Jeff selects the Follow-Up button:

• He sets a follow-up date,

• Clicks Confirm,

• The contact is moved to the Follow-Up folder,

• A note is added, and the record is updated.

That’s a quick look at the Enhanced Click-to-Call feature—giving you more functionality, better organization, and a smoother calling experience.

Thanks for watching, and as always—happy dialing!

[Music]