Voice & calls

Voice adds outbound calling to your workspace, place calls from your CRM and keep a full call log, with cost controls built in from the first call.

• Set up, an owner or admin connects a telephony provider (Telnyx) and a caller-ID number under Messages ▸ Calls, then adds the phone numbers you’ll call from. Nothing can dial until it’s configured and enabled.
• Safe spend, every call passes hard cost caps before it is placed: a per-call cap, a per-workspace monthly cap you set, and a platform-wide daily cap, plus a global kill switch. Do-not-call numbers are always blocked.
• Call log, every call is recorded with who placed it, the number, status, duration, and cost, scoped to your organization.
• AI call notes, when a call recording lands, it is transcribed automatically and Chief writes a short summary plus suggested follow-ups. Open Notes on any call to read them; each suggestion becomes a task only when YOU add it (approve-first, the AI never creates work items on its own). Transcription is metered under the platform AI budget and can be stopped globally with one switch.