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Making a Call from the Contact Profile

Call contacts directly from their profile, then review call recordings, notes, and AI summaries in the Communications widget.

Before you begin

  • Your Spark account must have the Aircall integration connected
  • The contact must have a phone number saved on their profile


Make a call from a contact profile

  1. Open the contact profile
  2. Click the contact’s phone number
  3. Select Call
    • If you are calling from your computer, the Aircall dashboard or browser dialer will pop up
    • If you are calling from a mobile device such as a phone or tablet, the Aircall app will open
  4. During or after your call, add any desired notes in the Notes section
  5. Click Save

Review a call in the Communications widget

  1. Open the contact profile.
  2. In the Communications widget, click the Calls tab.
  3. Click a call record to view details.



You can review:
  • Notes saved via Aircall during the call
  • A call recording (if the call connected)
  • An AI summary (if enabled)
  • Notes added via Spark after the call

 

Call Interaction - Detail

 

Note: If the call did not connect, a recording may or may not be available depending on your voicemail recording settings in Aircall.



How to add notes after a call

  1. Click on the call record to open it

  2. Add your note in the Add a note field

  3. Click Add Note

 

Where else call activity appears

In addition to the Communications widget, Spark shows call activity – including call activities made as part of a Follow Up Schedule – in:

  • The Activity feed

  • The Interactions section

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