> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runspark.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Phone Overview

> A browser-based calling workstation — power dialing, live transcription, AI coaching, and automatic recording, all in one tab

The Phone tab is your calling workstation. There's no desk phone, no softphone download, no extra software — calls run right in your browser over carrier-grade calling. Pick a contact, click Call, and everything else (transcription, coaching, recording, dispositions) happens around you while you talk.

## What the Phone Tab Does

| Feature               | What it does                                                                          | Where                                           |
| --------------------- | ------------------------------------------------------------------------------------- | ----------------------------------------------- |
| Click-to-call dialing | Single-line calls to any contact or pasted number                                     | [Power Dialer](/phone/dialer)                   |
| Multi-line dialing    | Dials 2, 3, or 5 contacts at once and connects you to the first human who answers     | [Multi-Line Dialing](/phone/multi-line-dialing) |
| Live transcription    | Real-time transcript of the call with you and the contact labeled separately          | In-call view                                    |
| AI coaching           | Real-time cards that track the conversation phase and suggest responses to objections | In-call view                                    |
| Call recording        | Every call records automatically, with playback                                       | Contact timeline, call history                  |
| Post-call summaries   | AI writes a 2–3 sentence summary and suggested next steps after each call             | Contact timeline                                |
| Call dispositions     | One-click outcomes (Connected, Voicemail, Callback, …) that update your CRM           | Post-call modal                                 |
| Inbound handling      | Incoming-call cards with CRM context, plus optional forwarding to your cell           | [Inbound Calls](/phone/inbound-calls)           |
| Text notifications    | Alerts for missed calls and new leads sent to your notification number                | [Inbound Calls](/phone/inbound-calls)           |
| Number management     | Add, name, and rotate phone numbers; choose your caller ID per call                   | [Phone Numbers](/phone/phone-numbers)           |

On insurance workspaces, the dialer panel also shows the [Underwriting Assistant](/insurance/underwriting-assistant) and policy context alongside the live call — carrier fits and client policy info surface while the client talks.

## The Phone Pages

<CardGroup cols={2}>
  <Card title="Power Dialer" icon="phone" href="/phone/dialer">
    Single-line calling with live transcription, AI coaching, dispositions, and automatic summaries.
  </Card>

  <Card title="Multi-Line Dialing" icon="layer-group" href="/phone/multi-line-dialing">
    Dial 2x, 3x, or 5x in parallel and triple your conversations per hour.
  </Card>

  <Card title="Phone Numbers" icon="hashtag" href="/phone/phone-numbers">
    Add numbers, set your caller ID, register your business name, and protect number reputation.
  </Card>

  <Card title="Inbound Calls & Forwarding" icon="phone-volume" href="/phone/inbound-calls">
    Take callbacks in the browser or forward them to your cell, with text alerts for what you miss.
  </Card>
</CardGroup>

## Quick Start

<Steps>
  <Step title="Add a phone number">
    In **Settings → Phone**, search by area code and add a number. It's live for calling immediately. See [Phone Numbers](/phone/phone-numbers).
  </Step>

  <Step title="Open the Phone tab">
    The dialer loads in your browser — no installs, no hardware.
  </Step>

  <Step title="Select your caller ID">
    Choose which of your numbers shows on the contact's phone. Your primary number is the default.
  </Step>

  <Step title="Dial">
    Pick a contact and click Call. Live transcription and coaching start as soon as the call connects.
  </Step>
</Steps>

## During and After Every Call

Every call — single-line, multi-line, or inbound taken in the browser — gets the same treatment.

The full sequence:

1. **Live transcript** streams in real time with speaker labels, so you can glance back at anything the contact said.
2. **Coaching cards** track where you are in the conversation and suggest specific responses when objections come up.
3. **Recording** happens automatically; play it back later from the contact timeline or call history.
4. **Disposition** — when the call ends, you log the outcome in one click. Dispositions can trigger automations like stage moves, tasks, and follow-up texts.
5. **AI summary** — a short summary and suggested next steps land on the contact timeline so the record stays current without you typing.

<Tip>
  Calls, dispositions, and outcomes all feed your activity metrics automatically — on insurance workspaces that includes your daily tracker and dashboards, with [appointment outcomes](/insurance/appointment-outcomes) closing the loop on sales.
</Tip>

## Where to Go Next

* Making your first calls? Start with the [Power Dialer](/phone/dialer).
* Working a big lead list? Switch to [Multi-Line Dialing](/phone/multi-line-dialing).
* Leads calling you back? Set up [forwarding and notifications](/phone/inbound-calls).
* Worried about "Spam Likely"? See reputation protection in [Phone Numbers](/phone/phone-numbers).
* Want texting from your numbers too? Texting requires A2P registration first — see [Texting Compliance](/messaging/compliance).