Calling from any browser
- Your own direct number and extension
- Inbound and outbound calls with no desk phone or app install
- Warm and cold transfers to teammates
- Hold and answer a second call without dropping the first
Everything on the Premium plan
What Account Admins and Users get with Switchboard Premium: calling, recording, AI transcripts and team tools in one place.
Run your team (Account Admins)
- Invite users and assign their seats and numbers
- Call queues with round-robin or ring-everyone routing
- Set business hours and where after-hours calls go
- See who is online, on a call, at lunch or on break
Recording & AI transcripts
- Every call recorded with playback and download
- Live transcription while the call is still running
- AI summary and outcome the moment the call ends
- Create a transcript from any recording after the fact
Your call history & analytics
- Searchable call log filtered by user, outcome and recording
- Answer rates, talk time and busiest hours for your team
- Dispositions and notes captured during wrap-up
- Export calls and transcripts whenever you need them
Live transfers delivered to you
- Order Medicare, ACA and Final Expense live transfers in-app
- Track remaining balance and every delivered call
- Push calls into your CRM with webhooks
- Built-in script panel to keep every call on track
Compliance built in
- Recorded disclaimers played on your calls
- Outbound consent tracking
- Role-based access: Account Admin and User
- Terms acceptance logged for every user
Also included
Voicemail inbox with transcripts
Personal booking page and calendar
Shared contacts and lead lists
Training guides in the Learning center
Follow-up workflow automation
Live presence and missed-call alerts
See it on your own calls
Pick a seat, claim a number and make your first call today.