Call Making & Recording with VoIP (Phone Dialer)
Use click-to-dial, call queues, or manually make calls in AMS+.
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Overview of using VoIP calling and recording in AMS+
OverviewLeverage AMS+ VoIP to simplify and enhance your agency’s call management. Make and receive calls directly within AMS+, with seamless access to client information that he...
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How to make outbound calls using the Phone Dialer in AMS+
This article explains how to make outbound calls in AMS+ using the Phone Dialer. You can make manual calls, use click-to-call, or start calls from call queues.For more on using ...
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How to receive and answer inbound calls using the Phone Dialer in AMS+
This article explains how to receive and answer inbound calls in AMS+ using the Phone Dialer. Calls can only be routed to users who are assigned to VoIP phone numbers and have t...
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How to play a pre-recorded message during a call using the Phone Dialer in AMS+
This article explains how to play a pre-recorded message during a call using the Phone Dialer in AMS+. You might use this to play a Medicare disclaimer or to notify the caller t...
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How to leave a voicemail drop during a call using the Phone Dialer in AMS+
This article explains how to leave a voicemail drop during a call using the Phone Dialer in AMS+. A voicemail drop is a pre-recorded message you can leave in someone's voicemail...
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How to make a three-way calls using the Phone Dialer in AMS+
The AMS+ Phone Dialer supports three-way calls, allowing you to connect with two or more individuals simultaneously. This feature is particularly useful for facilitating group d...
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How to handle call transfers using the Phone Dialer in AMS+
This article explains how to transfer live calls using the Phone Dialer in AMS+. You can transfer calls to another user, a ring group, or an external phone number.For more on us...
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How to forward inbound calls using the Phone Dialer in AMS+
This article explains how to forward incoming calls from AMS+ to a cell phone or another external number using the Phone Dialer. This is useful when stepping away from your comp...
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How to add records to call queues in AMS+
This article explains how to add Sales Records and Individual Records to call queues in AMS+. Call queues help organize outbound calling.For more on using VoIP features in AMS+,...
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How to start outbound calls using call queues in AMS+
This article explains how to use call queues in AMS+ to call Sales Records and Individual Records in the right order. Call queues help you stay organized and work efficiently th...
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Voicemails in AMS+
This article explains how to access, manage, and associate voicemails with Sales Records and Individual Records in AMS+.For more on using VoIP features in AMS+, including traini...
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Missed calls in AMS+
This article explains how AMS+ tracks missed calls and how you can view, filter, and report on them.For more on using VoIP features in AMS+, including training and related resou...
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Unassigned call recordings in AMS+
This article explains how to view and save unassigned call recordings to Sales Records, Agent Records, or Individual Records in AMS+.For more on using VoIP features in AMS+, inc...
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How to block inbound calls in AMS+
This article explains how to block unwanted inbound calls in AMS+ using the VoIP Phone Dialer. Blocking calls helps reduce spam, harassment, and other unwanted solicitations, ke...
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How to Upload Call Recordings to AMS+
Overview If you’re using a third-party phone system or VoIP (Voice Over IP) app that can record calls, you could upload and attach the recordings to records in AMS+. With everyt...
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Call Reporting in AMS+
This article outlines how to run call recordings and call log reports in AMS+ to track calling activity and access recording files.For more on using VoIP features in AMS+, inclu...
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Troubleshooting VoIP Call Issues in the AMS+ Phone Dialer
This article provides guidance on how to troubleshoot common issues with the AMS+ Phone Dialer, including dropped calls, audio problems, and connection interruptions.For more on...
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Best Practices for compliant calling in AMS+
This article outlines key phone call regulations that apply to marketing and outreach in AMS+, including guidance from the FCC, CMS, and FTC. It also covers best practices for t...
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Mobile carrier contacts for disputing spam flags
If your number is being flagged as spam or blocked by a specific mobile carrier, use the appropriate contact method below to submit a dispute or correction.Major carriers Veriz...