Calling

Fondaro includes a built-in calling system with a power dialer, call recording, and AI transcription and analysis. Before you can make calls, your admin needs to complete Calling Setup.

Power Dialer

The power dialer automatically calls through a list of leads in sequence, saving you from manually dialing each one.

Starting a Power Dial Session

Navigate to any pipeline stage (e.g., New leads).
Click the Power Dial button in the toolbar. The button shows the number of dialable leads (leads with phone numbers).
The dialer begins navigating to each lead and initiating calls automatically.

During a Session

When a power dial session is active, the system:

Navigates to each lead's detail page automatically
Initiates the call after a brief delay
Shows the lead's name while connecting (e.g., "Ringing David Nelson...")
Responds as soon as the browser call ends and uses the known answered state
If the call wasn't answered, starts a 5-second countdown before advancing to the next lead
If the call was answered, pauses the countdown so you can review and take notes

Controls

While the power dialer is running, you have these controls:

Skip: Skip the current lead and move to the next one immediately
Pause: Pause the dialer to stay on the current lead without auto-advancing
Resume: Continue the dialing session from where you paused
Stop: End the power dial session entirely

The session ends automatically when you've cycled through all leads in the queue.

Making Individual Calls

You can also call a single lead from their detail page. If calling is enabled and the lead has a phone number, use the Call button at the top of the page, or hover over the phone number in the About panel and choose the call icon next to it, to place the call from your browser. Every call is placed from your browser, so you are always the one connecting to the lead. Fondaro AI is a separate chat assistant and does not build or manage the call queue.

While a call is connecting, you'll see the lead's name in the call bar (e.g., "Connecting to David Nelson...") so you always know who you're about to speak with.

Choose the caller ID recipients see

Select the phone icon in the top header to open call settings. The phone-number selector lists the routing numbers and verified caller IDs that are shared with you or assigned to you. Your selection is used for your next browser call.

You can verify an office or mobile number that you already control from Connect number in the same menu. Twilio places an English-language call to that number and asks you to enter the six-digit code shown in Fondaro on your phone. See Calling Setup for the full verification, retry, cancellation, and admin-assignment flow.

A verified caller ID is presentation only: it is what the recipient sees. Your organization's purchased Twilio number remains the underlying routing and incoming number. Verifying or selecting your own number does not purchase another number and does not change incoming-call routing.

Audio Devices

Calls are placed from your browser, so Fondaro needs to know which microphone to listen to and which speaker or headset to play through. Click the phone icon in the call bar in the top header to open your call settings.

Output is where you hear outgoing ringing, incoming call alerts, and the person you called.
Microphone is what they hear. The meter underneath it moves as you speak, so you can confirm Fondaro is picking up the right microphone before you dial.

Fondaro remembers the microphone and output device selected in this browser and reapplies both choices to the calling system after a reload. If a saved device is no longer connected, Fondaro falls back to the first device the browser currently provides. Only the browser device IDs are stored locally; device names are not sent with call-quality diagnostics.

Test Sound

Next to Output, open Tests, then select the speaker control beside Test sound to play the ringing tone for about two seconds through the device you currently have selected.

This plays the same tone through the same audio path a real call uses, so if you hear the test in your headset, ringing on a live call will reach you there too. It's worth a click whenever you plug in a new headset, and it's the first thing to try if you ever answer a call and realise you never heard it ring.

If you choose an output device that your browser won't let Fondaro use for calls, Fondaro stays on your previous device and tells you. This is deliberate: it keeps the ringing and the caller's voice on one device instead of splitting them across two, which is the usual reason ringing seems to vanish while the call itself sounds fine.

Test Your Connection

Open call settings from the phone icon in the top header, open Tests next to Output, then select the pulse control beside Connection test. The check takes about 20 seconds. The same popover shows progress and lets you cancel a running check.

You cannot start the check while a call is active, incoming, connecting, or ringing. Finish or decline the call first, then try again.

The result is one of:

Good: your connection should support a clear, responsive call.
Degraded: calls may sound delayed or briefly break up. A weak Wi-Fi signal, VPN, or Bluetooth headset can contribute. Move closer to the router or use a wired connection, switch off the VPN for calls, and try a wired or USB headset instead of Bluetooth.
Poor: calls are likely to sound delayed or break up. Switch networks or use a wired connection before calling, then run the check again.

The Tests popover shows the latest verdict and its age, expected call quality, mean opinion score (MOS), jitter, round-trip time (RTT), packet loss when the SDK provides it, whether the connection used a relay or TCP fallback, and whether it reached the Twilio edge. These are aggregate network measurements. They do not include candidate IP addresses, device labels, or raw samples.

If the result reports a relay or TCP fallback, your network is blocking the direct audio path and calls may sound delayed. Ask IT to allow UDP ports 10000-20000 to Twilio.

Fondaro stores only the latest compact aggregate result and its timestamp for your current organization. It survives navigation and a page reload, but another organization cannot see it. A result becomes out of date after 24 hours, so run the check again before relying on it.

Calling on iPhone

The Fondaro iOS app uses the iPhone's call audio routes. With no headset or car connected, the in-call control is a Speaker toggle. When another call route is available, the control shows the current output instead. Select it to choose the iPhone receiver, speaker, a connected Bluetooth headset, wired headphones, CarPlay, or another route that iOS makes available.

To check the route before a call, open Account, find Phone, and select Test ringback. Fondaro plays the ringing tone for about three seconds through the same output your calls use. This is useful after connecting a headset or getting into a car.

After an iPhone call, Busy means the destination's side ended the call before it connected. The line may have been engaged, the person may have declined the call, Do Not Disturb may have been enabled, or the carrier may have screened it. Phone networks report those situations the same way, so try again later.

Call Quality

While you're on a call, Fondaro watches the connection. If it degrades, a Weak connection hint appears in the call bar next to the call timer, including during a power-dial session. It clears once the connection recovers. Hover the hint for a reminder of what to check.

Fondaro also watches whether microphone and incoming audio levels keep changing. These checks are separate from the network warning:

Check microphone means the microphone level has stayed unchanged. Select the warning to open call settings, check mute, confirm the selected microphone, or reconnect the headset.
Check audio means incoming audio has stayed unchanged. The other person may simply be quiet, so this does not prove the headset failed. If you cannot hear them, select the warning and confirm the selected output or reconnect the headset.

Audio warnings stay attached to the active call in the call bar and clear automatically when changing audio returns. They open the existing call-settings sheet instead of showing a temporary toast, so the device selectors remain available while the condition is active. The output sound test remains unavailable until the call ends because it uses the same tone path as the live call.

An audio warning never changes a call's Good, Degraded, or Poor network verdict. Fondaro stores only the compact warning type with the call-quality receipt, not audio samples or device names, so support can distinguish a device-side observation from a network problem later.

If the office network forces call audio through a relay or TCP fallback, a persistent notice appears during the call: “Your network is blocking the direct audio path. Calls will sound delayed. Ask IT to allow UDP ports 10000-20000 to Twilio”. Share that wording with your IT team; it identifies the ports needed for the lower-delay direct audio path.

How the call bar reports an ended call

When a browser call ends, the call bar may briefly show Finishing call... while Fondaro matches the browser call to Twilio's exact result. It then settles on one of these:

Call ended means the call finished. A connected call whose result Fondaro has read also shows a check mark and the call duration.
No answer means the destination rang but nobody answered.
Busy means the destination's side ended the call before it could connect. The line was engaged, the person declined the call, Do Not Disturb was on, or their carrier screened the call. The phone network reports all four the same way, so Fondaro cannot tell them apart. This is not a Fondaro problem and not a connection problem: the call reached the destination and their side turned it away. The right move is to try again later.
Call cancelled means the call ended before the other side picked up, usually because you hung up while it was still connecting.
Call could not be completed means Twilio or the carrier could not complete the call. This is a call failure, not proof that your browser connection dropped, and on its own it does not mean the number is wrong.
Call dropped: connection error means the browser reported a genuine signalling, transport, or media connection failure.

The same words are used everywhere the call appears, so a call reads the same in the call bar, in the lead's timeline, on the Calls page, and in the calling column on your leads list.

When Fondaro cannot read the result yet

Sometimes a call ends and Fondaro cannot read its result at that moment. You see plain Call ended with no check mark and no result beside it.

That gap is about Fondaro reaching its own service, not about what happened on the call. A brief network drop, a moment offline, or too many requests in a short window all look identical from your browser, and none of them tells Fondaro anything about the call itself. A temporary problem reaching Fondaro never means the call failed.

You do not need to do anything. Fondaro keeps asking in the background and the record fills itself in, so the call settles on its real result in the lead's timeline and on the Calls page on its own. There is no need to refresh the page, and no need to redial just to find out what happened.

No answer, busy, cancelled calls, carrier failures, and a Call ended with no result yet do not call for Wi-Fi, VPN, or headset troubleshooting. Only use the connection steps below when you see Call dropped: connection error or an active Weak connection warning.

If you see it often, work through these in order:

Bluetooth headsets are the most common cause. To carry your voice, a Bluetooth headset drops into a low-quality call mode that often sounds muffled and slightly delayed. A wired or USB headset, or the headset's own USB dongle, avoids this entirely.
Wi-Fi: move closer to the router, or use a wired connection if you have one.
VPN: a VPN routes your call audio through an extra hop, sometimes on another continent. Try switching it off for calls.

After a completed browser call, Fondaro stores a small quality summary without raw audio samples or personal information. You can review its Good, Degraded, or Poor chip on the Calls page, or select the pulse icon on the call in the lead timeline. A neutral Connection report chip means the browser receipt was missing, not that the call failed.

Point to or focus the chip to see the connection verdict. Select it to open the full connection report in a dialog without leaving the Calls page or lead timeline.

The report gives you a plain-language verdict and findings, compares your browser side with the caller's phone-network side, and plots delay, packet loss, and audio levels across the call. Expand Technical details for the full measurements and event list. Findings name things worth checking without presenting a possible cause as certain.

If the carrier is still preparing its measurements, the report shows the browser data immediately and fills in the deeper sections while it is open. If the carrier data has expired or is unavailable, the saved browser view remains available with an explanation.

Select Copy report for IT to copy the findings and measurements as plain text for an email, ticket, or chat. The report does not include call audio, phone numbers, device names, IP addresses, or raw carrier payloads. See Calls for a guide to each section.

Support diagnostic mode

When a Fondaro support session is scheduled, open the user menu, choose Support, expand Troubleshooting, and turn on Support diagnostic mode. You do not need organization-admin access.

Diagnostic mode enables Twilio SDK debug logging in your browser and adds call-quality metrics, connection transport, and connection-test details to Fondaro error reports. The extra Fondaro diagnostics exclude call audio and connection addresses. The Troubleshooting row shows the active state and exact expiry time, and the session turns off automatically after two hours. You can also turn it off early from the same section. Normal per-call quality summaries continue without it.

Automatic Post-Call Analysis

After any call ends, whether through the power dialer, an action plan, or a standalone call, it appears in the lead's history immediately. The recording, transcript, analysis, and suggested next steps fill into that same call automatically as they become available. You don't need to refresh the page, start an Ask Fondaro conversation, or keep the Calls page open.

The analysis can recommend actions based on the conversation, such as changing the lead's status, adding notes, or scheduling a follow-up task. These remain recommendations; no CRM change is applied automatically.

Review a Call with Fondaro AI

You can ask Fondaro AI to review a completed recorded call even when its transcript has not been generated yet:

Open the lead's detail page and find the call in the timeline.
Click Review, the action carrying the Fondaro mark on the call card. Pointing at it shows the full label, Review with Fondaro AI.
Fondaro starts transcription automatically when it is needed. The action shows Preparing while the transcript and call analysis are being stored.
When the call is ready, the Ask Fondaro dock opens the review automatically. You do not need to click the action again.

Calls without a recording cannot be transcribed, so the review action is not shown for those calls.

When the conversation calls for properties, Fondaro AI checks connected sources appropriate to the country and continues to another suitable source if the first search is empty. It creates the grounded brochure automatically. The note, status change and email remain proposals, and the email card already shows the brochure's real link. You can tell Fondaro AI in that call-review conversation to refine the property selection; it updates the same brochure and stable public URL.

What the Analysis Includes

Every call analysis, automatic or manual, covers:

Summary: A brief overview of the conversation
Sentiment: Whether the call was positive, neutral, or negative
Lead interest level: High, medium, low, or none
Key topics: Main subjects discussed
Objections: Any concerns the lead raised
Next steps: Recommended follow-up actions
Coaching tips: Suggestions for improving your approach
Suggested follow-up date: When to reach out next

Call Recordings

Calls are automatically recorded. You can play back recordings directly from the lead's timeline using the built-in audio player.

If calling is paused

Every calling account carries daily and monthly ceilings on call spend and call volume. They exist to catch a runaway dialler or a compromised account before it costs anyone money, and an ordinary week of calling never comes close to them.

If an account crosses one, we switch calling off and the Calling page shows a Paused badge with a short note. Your call history, recordings and numbers are untouched, and the rest of the CRM keeps working. The switch on that page stays off until we turn it back on, so get in touch and we will sort it out with you.

Phone Number Pricing

When purchasing a phone number during Calling Setup, pricing is shown in your organization's billing currency. If a country requires additional regulatory steps before pricing is available, you'll see "TBD" instead of a price. The number can still be purchased once those steps are completed.

Lead Assignment Routing

To route incoming leads to specific team members automatically, see Unassigned Leads.