VoIP lets you place calls inside SwiftFox using the Connect call button, transcribe the conversation live, and automatically analyse its sentiment. VoIP is optional — without it, you can still build lists, call from your own phone and log outcomes manually.
Availability
The Connect call button appears at the top of the in-call console when VoIP is set up for your account. If you don't see it, your account isn't configured for in-app calling — check your account settings or contact your administrator.
Placing a call
- In the in-call console, check the current Contact's phone number at the top.
- Click Connect call to set up the call — the button changes to Dial.
- Click Dial to place the call inside the app. While it connects you'll see a call timer and the in-call controls: Pause, Mute (microphone), Start Transcript, and the red hang-up button.
- Talk to the Contact while completing the Survey in the right pane and referring to the context tabs on the left.
Live transcription
- Click Start Transcript during the call to transcribe the conversation live. The button changes to Stop Transcript while transcription is running.
- After the call ends, SwiftFox automatically creates a Post on the Contact, tagged Call and headed "Called [Contact] on [number]". That Post includes:
- a Call summary card (an AI summary of the conversation), and
- a Transcript file ready card showing the sentiment as a badge (e.g. Neutral).
Sentiment analysis
Sentiment analysis reads the transcript and classifies the call as Positive, Negative or Neutral. This rating:
- appears as a badge on the call's Transcript file ready card and in the transcript drawer, and
- feeds the Sentiment column on the Calls landing page (this column applies to users using VoIP).
Reviewing transcripts and sentiment later
- Open the Contact and find the auto-created Call Post (or open the Posts tab in the console).
- Click the Transcript file ready card to open the Transcript drawer.
- In the drawer you'll see the sentiment badge, the date and time of the call, the full conversation, and a download button to save a copy.
Notes
- In-app calling and transcription require VoIP to be set up for your account (the Connect call button is present when it is).
- The Sentiment column on the Calls landing page is relevant to VoIP users, since sentiment is derived from VoIP-call transcripts.