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The dialer is accessible from every tab in the HoopAI Platform — look for the dialer button in the top-right corner of the screen. Before making your first call, make sure a phone number is configured in your account under Settings > Phone System.
You must have a phone number set up in your account before you can use the dialer. Refer to the Phone System section in Settings for instructions.
Dialer button location
Once your number is configured, click the dialer to open the interface with standard dialer features.

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Keypad

The keypad is the default view when you open the dialer.
Dialer keypad
  • Enter a phone number using your keyboard’s numeric keys or click the on-screen number pad
  • Use the From dropdown to select which phone number to call from — if you have multiple numbers configured, they will all appear here
  • When you are ready to dial, click the green phone button to place the call
At the bottom of the dialer you will see four icons: Keypad, Recents, Contacts, Voicemail, and Queue. These switch between the different views described below.

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Recents

Switch to the Recents view to see a list of your most recently contacted numbers.
Dialer recents view
  • Use the search box to find a contact by name or phone number
  • Click the arrow next to any call entry to expand its details, where you can:
    • View the call date and time
    • Open the contact’s full profile
    • Review associated notes and tags
    • Send a message to the contact
    • Redial the number

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Contacts

The Contacts view displays all contacts in your account.
  • Search by name or phone number using the search box
  • Click the phone icon next to any contact to call them immediately

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Voicemail

When a contact does not answer and has a voicemail inbox set up, you can leave a voicemail message. Voicemails received from contacts also appear in this view.
Dialer voicemail view

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Queue

The Queue tab displays upcoming calls you have programmed manually, through the quick dialer, or via a workflow. This gives you a centralized view of your scheduled outbound call list.
Stay tuned for more details on the Queue feature as it continues to expand.
The dialer creates a unified call record alongside your email, SMS, and other communications — keeping all contact interactions in one place within the HoopAI Platform.
Last modified on March 4, 2026