Call Flow Settings

Enable call recording on any call flow to capture every conversation. Recordings are stored securely and accessible from the Call Log. You can play, download, or share recordings.

Recording Disclaimer: Optionally play an automated message to callers before recording starts (e.g., "This call may be recorded for quality assurance"). This is required by law in many states.

When enabled alongside recording, CallScaler will automatically transcribe calls using AI and generate a brief summary. This makes it easy to review calls without listening to full recordings. Transcriptions are searchable in the Call Log.

A whisper message is a short audio clip played only to the person receiving the call (not the caller) before the two are connected. Use it to tell the agent which campaign generated the call.

Example: "New lead from Google Ads — Plumbing Emergency"

This helps your team answer the call with the right context.

When enabled, the receiving agent must press 1 before being connected to the caller. This prevents calls from going to voicemail on the agent's phone. If the agent doesn't press 1, the call moves to the next step in the call flow.

By default, the caller's real phone number is shown to the receiving agent. Enable "Tracking Number Caller ID" to show the CallScaler tracking number instead. This is useful when agents need to know which campaign the call came from at a glance.

Assign a monetary value to calls on a specific call flow. This helps you calculate ROI by comparing ad spend against the value of calls generated. Set a default value (e.g., $50 per call) or mark calls as qualified later with custom values.

If you have the Robocall Extinguisher addon enabled, you can set a blocking threshold on each call flow. Calls with a risk score above your threshold (e.g., 70 out of 100) will be automatically rejected before they ring your phone.

Set up trigger-based automations for each call flow. Available triggers and actions include: