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Every call to or from your business numbers is kept in Menaia, in the conversation with the person you talked to. This guide shows you how to find past calls, follow up on missed ones, and connect calls to the lead, client, or project they’re about.
Calls live in Communications, which is available to every role except Crew Member. If you don’t see it, it isn’t turned on for your workspace.

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Find a call

Open Communications and click the Calls tab. It lists every conversation that includes at least one call, with the most recent activity first.
  • Search by contact name or phone number.
  • Pick a number from the number switcher to see only calls on that line. See Switch between your numbers.
  • Read the icon next to each preview to see how the latest call went: incoming, outgoing, missed, or blocked.
Click a conversation to open it. Calls appear in order alongside the texts and voicemails you’ve exchanged with that person.

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Read a call in a conversation

Each call shows as an entry in the conversation:

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Follow up on missed calls

Click Call back on a missed call to call the person straight away. See Make and take calls. Depending on your workspace’s settings, a missed caller may also:
  • Get a text back automatically. It appears in the conversation with an Auto tag. See Missed-call auto-text.
  • Leave a voicemail. It appears in the conversation and on the Voicemails tab.

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Listen to voicemails

A voicemail shows in the caller’s conversation with a Play button, its length, a Call back button, and the AI TRANSCRIPT once it’s ready. While the transcript is still being prepared, you’ll see “Transcribing…”. To see every voicemail in one place, open the Voicemails tab. Unheard voicemails are bold with a dot, and the first time anyone plays one, it’s marked heard for everyone. You can also delete voicemails from there. See Voicemails. When a call comes in or goes out, Menaia connects it to the contact with that phone number. To connect it to a specific lead, client, or project, link it yourself:
1

Open the conversation

Open the conversation with the call. If you’re linking a voicemail’s call, open the voicemail from the Voicemails tab.
2

Open Call options

Click More actions (the three dots) in the header, then click Call options. The menu applies to the most recent call in the conversation.
3

Pick where it belongs

Under Link to existing, choose a Lead, Client, or Project. Menaia lists the leads, clients, and projects whose contacts have this phone number. You’ll see “Call linked”.
If the caller isn’t in Menaia yet, click Create New Lead in the same menu. The Create Lead form opens with the caller’s number filled in, and the call is linked to the new lead when you save it. If Link to existing doesn’t appear, no lead, client, or project has a contact with this number.
Link calls to the project they’re about. Linked calls show up on the project’s Recent Calls card, so anyone opening the project can see the latest conversations with the customer.

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Recent calls on a project

A project’s Overview has a Recent Calls card with the five latest calls linked to that project. Each call shows:
  • The lead or client name, or the phone number.
  • An icon for the direction. Missed incoming calls are red.
  • The outcome (Completed, Missed, Busy, Failed, Canceled, Blocked, Ringing, or In progress) and how long the call lasted.
  • How long ago it happened.
If no calls are linked to the project yet, the card says “No calls yet.”

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Who can do what

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What’s next

Call Center

Watch call volume, missed calls, and the live queue across your workspace.

Use the Communications inbox

Text customers, use snippets, and reply to marketplace messages.