How To Use Tekmatix Phone Dialer for Streamlined Calls and Efficient Communication

Keeping communication organized and productive is essential for teams that rely on calls to engage with clients and prospects. Tekmatix’s Phone Dialer offers a fast, intuitive, and feature-rich calling interface that centralizes dialing, transfers, IVR navigation, and contact management all in one place.

This guide walks you through how to set up the Phone Dialer, use its features effectively, and capture critical call details to improve follow-ups and workflow efficiency.

Why Tekmatix Phone Dialer Matters

Using a unified dialer can reduce friction, save time, and improve response quality. Here’s why the Phone Dialer is a game-changer:

• Instant Dialing & Contact Search: Start calls immediately and pull contacts automatically.

• Seamless Call Transfers: Move calls between team members without losing context.

• IVR Navigation: Interact with automated menus directly from the dialer.

• Post-Call Notes & Tags: Capture call insights for follow-up and reporting.

• Voicemail Management: Access, transcribe, and act on voicemails efficiently.
  

With these capabilities, your team spends less time managing tools and more time connecting with clients.

Step-by-Step Guide: Using Tekmatix Phone Dialer

1. Setting Up the Phone Dialer

1. Navigate to Settings → Phone System in your Tekmatix dashboard.

2. Enable the dialer under Dialer Settings.

3. Grant microphone and browser permissions when prompted.

4. Customize Call Transfer preferences (warm vs. blind transfers).

5. Click the Dialer icon in the sidebar to start making calls.
   

   

2. Making Calls & Searching Contacts

• Click the dialer icon—keyboard focus is set automatically for fast dialing.

• Start typing a phone number or name; the system auto-suggests contacts in real-time.

• Use Contacts and Recent Calls tabs for one-click access to your address book or call history.
  

3. Transferring Incoming Calls

• While on a call, click Transfer to route the call to another team member.

• All call context, notes, and tags remain linked to the correct contact.

• Choose between warm transfer (introduce the caller) or blind transfer (direct handoff).
  

4. Adding Post-Call Notes and Tags

• After ending a call, the Recents screen prompts you to:

  • Add notes about the conversation

  • Assign one or more tags for segmentation and reporting

• These details sync automatically with the contact record.
  

5. Navigating IVR During Calls

• Use the dialpad to send DTMF tones for menu-based systems.

• Press on-screen dialpad buttons or use your keyboard—no need to exit the call window.

• Speeds up handling and prevents dropped connections when navigating automated menus.
  

6. Managing Voicemails

• Access all voicemails in the Voicemail tab.

• Each voicemail includes:

  • Playback controls
    

  • Full transcription

  • One-click follow-up actions
    

• Download voicemail audio for offline access.
  
  

Sample Scenario: Streamlining Client Calls with Tekmatix Phone Dialer

Alex runs a small marketing agency. The team receives dozens of incoming client calls daily, with multiple transfers to specialists.

Without Tekmatix Dialer:

• Calls had to be transferred manually using multiple apps.

• Notes were scattered, making follow-up inconsistent.

• Navigating IVR menus slowed down call handling.
  

With Tekmatix Phone Dialer:

1. Alex sets up the dialer and grants permissions.

2. Team members instantly access contacts and recent calls.

3. Incoming calls are transferred with notes and tags intact.

4. IVR menus are navigated inline via the dialpad.

5. Post-call notes and voicemails are logged and tagged automatically.
   

Result:

• Faster response times

• Consistent follow-ups

• Improved client satisfaction

• Increased team productivity
  

Frequently Asked Questions

Q: Can I transfer a call outside my organization?

• No. Transfers are limited to users and numbers within your Tekmatix account.
  

Q: How do I tag multiple labels on a call?

• After the call, click the Tags field and select or create multiple tags before saving.
  

Q: Will live-call note-taking be supported?

• Yes, this feature will be rolled out in a future release.
  

Q: What happens if I don’t allow microphone access?

• The dialer won’t function correctly—you must grant access to make or receive calls.
  

Q: Can I download voicemail audio?

• Yes, click the three-dot menu on the voicemail card and choose Download.