How Calling Works
Browser softphone, AI Receptionist, and call logging — how Minutes and Credits fit together.
Overview
LeadLock supports two call experiences: AI Receptionist (inbound — AI answers and qualifies) and Softphone (outbound browser calling from the CRM). Completed calls log to CRM → Calls with duration; billable usage flows through your plan’s included Minutes, then prepaid call Credits, then optional overage when enabled.
What happens on a call
- 1
Softphone — You dial from the in-app dialer; audio runs through Twilio. Match preview can link the number to a Lead or Contact.
- 2
AI Receptionist — Inbound calls hit your configured number; AI answers per your script, captures details, and writes to the Lead timeline.
- 3
Call logging — End-of-call events record duration; included Minutes and Credits update in Billing.
Tips
- If a call is blocked before connect, check Billing → Call usage — you may be out of included Minutes and Credits without overage.
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