The Communicator widget keeps calls and text messages available throughout Moxie, so starting a conversation does not require leaving the client, project, invoice, or other record you are working in.
Open the phone
Select the phone icon in the top bar. The widget opens over the current page and offers separate Calls and Messages modes. If the workspace has no active phone subscription, the widget explains that a number must be set up instead of showing a false connecting state.
The phone remains contextual to the page underneath it and can be closed without changing routes.
Make a call
Choose Calls.
Search for a contact or enter a complete phone number.
Select Start call.
During the call, use mute, keypad, or recording when appropriate.
Select End call when finished.
Recent calls appear below the dialer, including missed, inbound, and outbound outcomes. Selecting a recent call prepares a callback.
Send a text message
Choose Messages.
Open an existing conversation or select the new-message control.
Enter a contact phone number, message, and optional media attachment.
Send the message and review its delivery status in the conversation.
Start from a phone number
Clickable phone numbers throughout Moxie can open Communicator directly in call or message mode with the person already selected. This is the fastest way to contact someone while preserving the context of the record you were viewing.
Review a communication without leaving your work
Communication history on a contact, a client's related Communications page, and an opportunity's activity can open the complete email, text, or call in a side panel. Close the panel to return to the same record and position. Use Inbox when you want the full queue and filtering workspace.
Incoming calls
An incoming-call notification appears first. The full phone widget opens only after you accept the call. Ignoring or declining the call does not interrupt the current workspace.
Continue exploring Inbox & communications