---
id: KB-CC-009
url: https://app.codecontract.io/help/contacts-and-channels/calling-people-automatically
idioma: en
categoria: contactos-canales
audiencia: usuario
nivel: intermedio
actualizado: 2026-08-13
tambienEn: [es]
relacionados: [KB-CC-002, KB-CF-005]
citadoPor: [KB-CC-014]
---

# Having the system phone people

_For people who read no email and answer no messages, but do pick up the phone._

**Responde a:** automatically call a supplier · voice channel to request data · the supplier reads no email or sms · automated call with transcription

Some of the people you work with read no email, answer no texts, and still pick up the phone every time. For them there is another channel: the system calls, asks the question, listens to the answer and stores it.

## What exactly happens on a call

1. **It dials the contact** — On the number in their record. Without one, this channel cannot be used.
2. **It plays what you are asking** — The text you wrote, not a generic recording.
3. **It transcribes the answer** — What the person says is turned into text.
4. **It stores it as evidence** — Recording and text stay in the case, with their date.

> [!IMPORTANT]
> This channel is for requesting DATA, not documents. Someone can tell you a policy number or confirm a date by phone; they cannot hand you a PDF by speaking. For documents, use another channel.

## When it pays off

| Situation | Call? |
| --- | --- |
| A specific value is missing and they do not answer in writing | Yes, this is its case |
| Something needs confirming urgently | Yes |
| A document is missing | No, a call cannot collect it |
| The contact has no phone number on record | Not possible |
| It is your first contact with them | Better not: an automated call from a stranger breeds distrust |

> [!WARNING]
> A call consumes considerably more than an email or a message: dialling, transcribing and storing each count separately. It is the heaviest-consuming channel of all, which is why it is best kept for when the others have already failed.

> [!NOTE]
> There is an hourly call limit. It is not arbitrary: repeatedly calling the same number in a short window is harassment, however it looks from this side.

## Before using it

**En corto**

- Write the text as you would say it to a person, not as a form.
- Say who you are in the first sentence, or they will hang up.
- Use it once email and SMS have failed, not before.

**Can I listen to the recording?**

Yes, it stays in the case with the transcription.

**What if they do not answer?**

The attempt is logged with its time.

**Can it be used for many contacts at once?**

It is an expensive channel with hourly limits; it is meant for specific cases, not campaigns.

## Ejemplos

**A self-employed haulier has ignored email for three weeks and their policy number is missing.**

- The voice channel calls asking for that value
- The answer is transcribed into the case

→ The case closes that day, with the answer recorded and dated.

**A supplier reads neither emails nor messages.**

- Uses the automated call as a last resort

→ The notice arrives where they do respond.

**Thirty suppliers are phoned by hand.**

- Lets the call go out on its own

→ The team does not spend the morning dialling.

**The call happens at an inconvenient hour.**

- Schedules the call within reasonable hours

→ The notice does not intrude.

**There is no record that a call was made.**

- Records the call and its outcome

→ The attempt is documented.

**A call is made without trying in writing first.**

- Reserves the call for when the rest failed

→ The channel is used where it adds.