GlassHive's VoIP feature is an ongoing release. Phase 1 - the ability to make outbound calls to US phone numbers is now ready and will be described below!
Eventually, this feature will allow you to receive incoming calls, automatically notate a transcript of the call, and even allow for an AI analysis of the transcript - what was discussed, any next steps, etc. Keep an eye out for future release under the GlassHive Updates section of the app!
Set Up Your GlassHive account for Outbound VoIP Calling
Click the "Calls" tab on the the toolbar located on the left hand side.
Click "My Numbers". You'll be taken to your "My Profile" page where you can add a new number by clicking "Add Number". Read the instructions in the flyout window then click "Add Phone Number" to proceed to the next step.
Here you can give a nickname to the number you will be adding and add the number. Be sure to choose the correct country code from the dropdown list.
Click "Send Verification Call". You will receive a call from an automated service. Dial the code shown once prompted on the phone call.
Once entered and the call completed, you should get this confirmation page. Congratulations! Your account is now set up to start making outbound calls to US numbers. You can also add more numbers if needed using the same steps as described above.
How to Make a Call
Once you have set up your phone number(s), you can now make calls to US based phone numbers.
Start by clicking into a Contact to go to their Contact Profile.
Click "Make a Call" in the upper right hand corner of the contact's profile page.
You should get a flyout window where you can choose which phone number you would like to call if the contact has multiple phone numbers on the page. You can also decide which number to make the phone call from if you have multiple numbers added to your account. Click "Call" once you are ready.
Once the call has been completed, you'll get a new flyout window where you can select a call outcome and add any notes that you'd like. Click "Save" and the note will be saved under the Activities tab of the contacts profile page.
