Voice Calls
Talk to Pam hands-free in real time, directly in your browser. Ask questions, debrief after a customer meeting, update deal stages — all by speaking naturally, no typing required.
Voice calls are ideal at your desk after a meeting: faster than typing a long debrief, and you get visual action cards confirming every CRM change Pam makes.
Prerequisites
- A Pam account with at least one CRM integration connected (see Integrations)
- A microphone — built-in laptop mic or headset both work
- A modern browser (Chrome or Edge recommended for best audio quality)
Starting a Call
From the Chat screen, tap the voice button in the message bar to start a voice session.
On first use, your browser will ask for microphone permission — tap Allow. Once granted, the permission is remembered and you won't be asked again.
During the Call
After connecting, you see Pam's voice call screen.
The call screen shows:
- Pam avatar — shows the active voice session at the top of the screen
- Pam's response — displayed as text so you can read along
- Action cards — show CRM lookups, updates, and created records during the call
- Mute button — tap to silence your microphone while Pam is responding
- Hang-up button — tap to end the call
Speaking naturally works best. You don't need special commands — just talk the way you'd brief a colleague:
"I just left TechStart. Sarah confirmed the budget is €80k and they want to start Q2. Update the deal and log a meeting note."
Pam listens, performs the CRM actions, and responds verbally to confirm what it did. You can interrupt at any time — Pam will stop speaking and listen.
What Pam can do during a call
Everything available in web chat is available by voice:
- Look up deals, contacts, and companies
- Update deal stages, amounts, and close dates
- Log meeting notes and call summaries
- Create follow-up tasks and calendar events
- Draft emails for review
Using slash commands by voice
Personal slash commands from your Playbook work during voice calls too. Say "slash prep TechStart" or "slash debrief" to trigger them hands-free.
After the Call
Hang up and you'll see the post-call feedback prompt.
This screen has two options:
Feedback — Tap thumbs up or thumbs down to rate the call. This helps improve Pam's voice performance over time.
Dismiss — Close the feedback prompt to continue.
The call summary lists every CRM action Pam performed during the call, each with the record name, action type (Updated / Created), and a View in CRM link. The summary title generates automatically — give it a few seconds if it shows "Generating summary..."
The call and all its actions are saved to Chat History (the Actions page in the sidebar) and can be reviewed at any time.
Audio Device Handling
- Connecting or disconnecting headphones during a call shows a notification — Pam switches to the new device automatically
- Screen sleep is prevented while a call is active (wake lock)
- If audio cuts out, hang up and redial — Pam will resume with the same session context
Tips
- Debrief while it's fresh — Call immediately after leaving a customer meeting. Pam captures everything in one natural conversation.
- Be specific with names — "Update the TechStart deal" is more reliable than "update the deal" when you have multiple open deals.
- Correct mistakes by speaking — If Pam misheard something, just say "No, the amount is fifty thousand, not fifteen thousand" and Pam will fix it.
- Use mute when thinking — Tap mute before pausing to think or checking notes. It prevents Pam from picking up background noise as input.
- Check the summary — Glance at the post-call action cards before leaving the screen to confirm every update was applied correctly.
Troubleshooting
Microphone permission denied
You need to allow microphone access in your browser settings. In Chrome: click the lock icon in the address bar → Site Settings → set Microphone to Allow, then reload the page.
Pam can't hear me / no response
Check that the correct microphone is selected in your operating system's audio settings. On macOS: System Settings → Sound → Input. Try speaking a test phrase after connecting.
Call dropped unexpectedly
Voice calls require a stable internet connection. If the call drops, return to the Chat screen and tap the voice button in the message bar to reconnect. Your previous session context is preserved for a short window.
Call summary is taking a long time
Summaries are generated after the call ends and typically appear within 30 seconds. Navigate to Actions in the sidebar and use the Refresh button to check if it has appeared.
No action cards in the summary
If you only asked questions during the call (lookups, no creates/updates), there will be no action cards — this is expected. The conversation transcript is still saved.
Related Documentation
- Web Chat — Text-based chat with the same capabilities
- WhatsApp — Voice messages via WhatsApp for on-the-go debriefs
- Telephony — Call Pam from any phone without a browser
- Playbook — Define slash commands that work during voice calls
- Chat History — Review past calls and CRM actions