Phone & dialpad

The Phone module is Traise’s built-in VoIP system. You can place and receive calls, conference in a teammate, manage a call queue, and review post-call summaries — all without leaving the app.

Opening the phone drawer

Click the phone icon in the main app header. A drawer slides in from the right side and stays open while you navigate the rest of the app. It has these tabs:

• Dialpad — type or paste a number, then click Call. A volume meter shows your microphone level while the call is active.
• Peers — lists your online teammates with colored status dots. Click a peer to call them directly or add them to a conference.
• Favorites — contacts you’ve favorited, shown with their phone numbers for one-click dialing.
• Recent — coming soon; call history will appear here.
• Call — appears automatically while a call is in progress.
• Last Call — a post-call summary with duration, number, and any notes.
• Queue — visible when your account has a call queue enabled; shows waiting callers.

Placing a call

1. Open the phone drawer and go to the Dialpad tab.
2. Type the number (or search Favorites to find a contact).
3. Click Call.
4. The Call tab opens automatically. Use it to mute, hold, or hang up.

Configuring audio

1. Click the gear icon inside the phone drawer.
2. Select your microphone, speaker, and ring device from the dropdowns.
3. Watch the volume bar to confirm your mic is picking up sound.
4. Use Test Call to hear a sample tone through your chosen speaker.

Tip

If you’re on a headset, set the ring device to your computer speakers so you hear incoming calls even when the headset is off.

Managing the block list

Open the gear panel and switch to Block List to see all blocked numbers. You can search the list, add a new number with a reason, or remove an existing entry.

Caution

Traise requires browser microphone permission to make or receive calls. If your browser prompts you for mic access, click Allow. Without it, the dialpad will not connect.