Outbound Calling Using the Adaptive AI Mobile App

The mobile calling experience goes beyond just “Hello.” Whether you’re speaking to a lead, a client, or a teammate, everything you need to take action is now just a tap away. From scheduling follow-ups to logging call outcomes, the Mobile App puts your workflows where they matter most: right on the call screen.

For a full overview of available mobile features, visit Mobile Apps Overview.

Overview of Outbound Calling Using the Adaptive AI Mobile

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Key Benefits of Outbound Calling in the Adaptive AI Mobile App

Mobile calling isn’t just about talking, it’s about acting. This feature helps streamline your workflow, allowing you to manage follow-ups, notes, payments, and more!

• Real-time Action: Eliminate screen switching by scheduling or taking notes mid-call
• Efficiency: Save time with embedded task creation tools
• Customer Experience: Improve interactions with instant follow-up options
• Consistency: Reduce missed tasks or lost context from calls
• Information Access: View complete profile and payment information while speaking
• Flexibility: Work on the go without sacrificing CRM functionality

Advanced Features Available During a Call on the Adaptive AI Mobile App

On the in-call screen, you can do much more than just talk. These tools help you take action in real time, keeping everything organized and actionable.

• Toggle Do Not Disturb for the contact directly from the call
• Pass the call to another team member.
• Access calendars and schedule a follow-up appointment without leaving the call
• Type or dictate real-time notes while on the call
• Create, manage and view tasks associated with the contact
• Review or log payments.
• View the contact’s full profile details
• Speaker / Mute / Hold / Keypad / End Call: Standard call controls

Advanced Features Available After a Call on the Adaptive AI Mobile App

Once the call ends, the mobile app presents a summary screen with direct access to post-call actions. This helps ensure nothing falls through the cracks.

• Notes: Finish or edit your in-call notes
• Calendars: Schedule any meetings or callbacks
• Add new follow-ups or action items
• Tags: Apply contact tags to help organize leads
• Profile: View the contact’s detailed information
• DND / Message / Call Back: Take immediate next steps with a tap

How to Make Outbound Calls Using the Adaptive AI Mobile App

You can make outbound calls using either through the Adaptive AI Mobile App or through your phone's native call functionality. This flexibility allows you to stay connected from wherever you're working. There are multiple methods to place an outbound call, allowing you to chose the option that best fits your workflow.

Placing Outbound Calls with Adaptive AI Through Your Phone's Native

Calling App After installing the mobile app, you can also use it to call contacts saved directly in your phone:

1. 1Open your phone’s Contacts app. Press and hold the call button.
2. 2When prompted, select Adaptive AI or Adaptive AI Phone from the call method options to place the call

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Placing Outbound Calls Within the Adaptive AI Mobile App

1. 1Navigate to the Conversations tab using the bottom navigation ribbon
2. 2Locate the conversation with the contact you would like to call and click on the conversation to open it.
3. 3Tap the Call button in the upper right corner of the screen.

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From an Existing Contact:

1. 1Navigate to the Contacts tab using the bottom navigation ribbon
2. 2Select the desired contact to open the contact page
3. 3Tap the Call button to place a call

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Using the Floating Lightnin g Button:

1. 1Tap the Lightning icon in the bottom-right corner of the screen.
2. 2Select the "Make a Call" option in the lower-left corner in order to place a call.

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Using the Floating Phone Button:

1. 1From the Notifications tab, select the phone button in the lower right-hand corner
2. 2This will bring you to the call dialer screen. Enter a phone number here to place an outbound call

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Frequently Asked Questions

Q: Can I transfer a call while using the mobile app? Yes. Use the Transfer button on the call screen to redirect the call to a teammate. Learn more about call transfers.

Q: Where do my in-call notes get saved? They are saved under the contact’s record in your CRM for easy follow-up.

Q: How are spam calls handled in the mobile app? The app automatically flags known or suspected spam callers. These calls will appear with a spam label to help you avoid answering unwanted calls. Learn more about spam tagging.

Q: What happens if I miss a call? If a voicemail is set up, the contact can leave a message. Learn more on setting up voicemail. You can also set up call routing to ensure calls reach your mobile app. Learn more on forwarding calls to mobile app.

Related Articles

• Mobile Apps Overview
• Mobile App - Inbound Call Transfer
• How to Forward Inbound Calls to Mobile App
• Voicemail for Company and Users
• Spam Tagging on Mobile
• Consolidated Payment Hub in Mobile App