The Phone Dialer Overview

The dialer is the browser-based calling console built into Vendi Today. It's where you place calls, answer them, and handle everything that happens during and after a conversation, without leaving the app.

Turning it on

Enable the dialer from Settings > Phone System. Once enabled, a dialer icon appears in your sidebar for one-click access from anywhere in the platform.

What you can do from it

• Dial out — type a name or number and get live auto-complete suggestions from your contacts.
• Answer inbound calls — a call banner pops up with the caller's info so you can accept, decline, or send it to voicemail.
• Transfer calls — hand a live call off to a teammate; the call's context (contact record, notes) carries over with it.
• Use the dialpad mid-call — send DTMF tones to navigate a menu system (IVR) you're calling into.
• Take notes and tag calls — log what happened while it's fresh, and tag the call for reporting.
• Browse recent calls and contacts — dedicated tabs let you filter by date, name, or tag without leaving the dialer.
• Check voicemail — play, download, or read the transcription of any voicemail directly from the dialer.

Keeping it out of your way

• Pin the dialer to keep it on screen while you work in other parts of the platform — otherwise it auto-minimizes when you click elsewhere.
• Drag it to reposition it anywhere on screen; if it's pinned, it reopens in that same spot next time.
• Minimize it at any point without ending the call — reopen it whenever you need the controls again.

See also Audio Device Settings in the Web Dialer to configure your microphone and speaker, and Call Scripts to add guided talk tracks to the dialer.