Telephony
Pam has a phone number. Call it from any mobile or desk phone and have a full voice conversation with CRM access — no app, no browser, no internet connection required on your phone.
Telephony is the right channel when you're completely hands-free: driving between customer visits, calling from a hotel room desk phone, or when your mobile data is unreliable.
How It Works
Pam recognises you by your caller ID. When you call from a registered number, Pam loads your CRM connections, Playbook rules, and Memory entries — and you're immediately in a full-capability session, just like a browser voice call.
Registered Caller (full access)
- Dial Pam's number from your registered mobile
- Pam matches your caller ID to your account
- Your CRM, Playbook, and Memory load automatically
- Speak naturally — Pam can search, update, and create CRM records
Anonymous Caller (demo mode)
If you call from a number that isn't linked to a Pam account:
- Pam detects your phone prefix and selects a language automatically (e.g.
+49→ German,+33→ French,+34→ Spanish, English by default)
- Pam introduces itself and offers a demo experience
- CRM tools are not available — no data is read or written
- You'll be guided to register your number for full access
Finding Pam's Phone Number
Navigate to Customize > Integrations in the web app. At the top of the page, in the Pam is everywhere you are section, you'll find:
- A tap-to-call link with Pam's phone number
- A QR code to save Pam as a contact on your phone (scan once, call anytime)
- A WhatsApp button to open a chat session
Save Pam's number to your phone contacts so it's always one tap away.
Registering Your Number
To get full CRM access on phone calls, your mobile number must be registered in Pam.
- Navigate to Customize > Integrations
- Enter your number in the Add your number to reach Pam via Phone field
- Use international format — e.g.
+49 170 1234567or+1 415 555 0100
- Click Save
From that point on, every call from that number gives you full access.
When to Use Telephony vs Other Channels
Channel | Best for | Requires |
Phone call | Hands-free, no internet, any phone | Registered number |
Browser voice | At desk, want to see action cards | Desktop browser + microphone |
WhatsApp | Quick updates from mobile | Registered number + WhatsApp |
Web chat | Detailed work, reviewing CRM changes | Browser |
Choose Phone Call when:
- You're driving and can't touch your phone
- You're in an area with no mobile data (calls use cellular voice, not data)
- You're calling from a desk phone, hotel phone, or shared device
- You want a completely audio-only, distraction-free experience
Choose Browser Voice when:
- You're at your desk and want to see action cards confirming CRM changes
- You want a call summary automatically generated after the session
During a Call
A telephony call works exactly like a browser voice call:
- Speak naturally — Pam listens and responds in real time
- Pam performs CRM actions while you talk (search, update, create)
- You can interrupt Pam mid-sentence
- Say "goodbye" or hang up to end the session
Unlike browser voice, there are no visual action cards during a phone call. After the call, the session and any CRM actions appear in your Chat History.
Tips
- Save Pam's number as a contact — scan the QR code on the Integrations page once and you'll have it permanently.
- Debrief while driving — "Pam, I just left Acme Corp. Move the deal to negotiation and log a note that they're asking for a 10% discount." Done before you reach the motorway.
- Prepare for a meeting — "What's the latest on TechStart? Who are the key contacts and what's the deal stage?"
- Use your Playbook slash commands — say "slash debrief" or "slash prep TechStart" to trigger your personal commands by voice.
Troubleshooting
Pam doesn't recognise me / gives a demo experience
Your number isn't registered. Navigate to Customize > Integrations on the web, enter your mobile number in the Phone field, and save. Then call again.
Call dropped or no response
Telephony uses standard cellular voice. If the call drops, redial. Pam will resume with context from earlier in the same session if you call back within a few minutes.
Pam responded in the wrong language
Pam auto-detects language from your phone prefix for anonymous callers. For registered callers, language follows your Playbook settings. To change it, update your personal instructions in Customize > Playbook > My Settings.
CRM actions aren't showing in Chat History
Phone sessions appear in the Actions page after the call ends — refresh the list if the session isn't visible yet.
Related Documentation
- Integrations — Register your phone number
- Voice Calls — Browser-based voice with visual action cards
- WhatsApp — Text and voice messages via WhatsApp
- Playbook — Define slash commands that work on phone calls
- Chat History — Review past phone sessions and CRM actions