Phone

Answer and make calls

Answer calls in the browser with the phone dock, see who's calling, and call customers from SKUFlow.

Add-on: Phone system(any plan)

Owners, admins and staff get the phone dock on every page in SKUFlow. It rings when a call comes in for your ring group.

Answer a call

When a call rings, the dock shows Incoming call with the number called and its source. Click Answer or Decline. During the call, use Mute and Hang up.

The dock shows who's calling: the matched customer, their health and balance, open quotes and how many times they've called before. If several customers have the number, click Pick on the right one.

The phone dock with an incoming call and the caller's customer record

Screenshot coming soon

From the dock:

  • New request: start a request for the caller.
  • Open customer or New customer.

If the browser can't take calls

If your microphone is blocked or the browser can't make calls, click Ring my phone instead and enter Your phone number. SKUFlow rings your phone first, then connects you.

Make a call

Click Call on a customer or request page, Call back in the call log, or type a number in the dock and click Call. The customer sees your business number.

If recording is on, the customer hears the recording announcement when they pick up.

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