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Voice channel · calls inside the shared inbox

Voice calls inside your agentic AI platform.

Inbound and outbound calling tied to the same conversations — and the same agentic AI — as your chats. Click to call from any record, keep notes on the customer, and never lose the context your team already has.

Inbound + outboundClick-to-call from any recordNotes tied to the conversationA path to AI voice

One inbox for voice and everything else.

app.floatchat.com · voiceLive
Voice call
Ready to call
Elena Rossi

Elena Rossi

+1 (415) 555-0148

One click to dial from this record
Mute
Click to call
Notes

In + out

inbound and outbound calling

1 click

to call from any record

Every call

notes tied to the conversation

Ready

a path to AI voice agents

/ 01The problem

A phone in a separate system loses the context you already have.

Most teams run voice in one tool and everything else in another. The rep picks up a call with a bare number on screen — no chat history, no order, no idea the customer already explained the whole thing over WhatsApp an hour ago.

So the customer repeats themselves, the rep scrambles across tabs, and whatever gets said on the call disappears the moment they hang up. The next teammate to open the account has no idea it happened.

Voice on FloatChat closes that gap. It shares the same inbox and the same customer record as your chats — so a call is just another part of one continuous conversation.

A separate phone system

  • Call opens with just a number
  • Chat and order live in other tabs
  • Customer re-explains from scratch
  • Notes vanish when the call ends

Voice in your inbox

  • Call opens against the full record
  • Prior chat + order right there
  • Zero repeat questions
  • Notes saved to the timeline
/ 02What you get

Everything a call should carry, in one place.

Four things you get the moment voice lives beside your chats — one inbox, one customer record, no siloed phone tool.

Calls in the inbox.

Inbound and outbound calling sit alongside WhatsApp, email, and web chat — one shared inbox, one thread. A call is never a stray event in a separate app.

One shared inbox same thread
WhatsAppchat
Emailthread
Voicelive call

Click-to-call.

Start a call from any contact record in one click. The caller ID, prior messages, and order details are on screen before the customer answers — no copy-paste into a softphone.

Elena Rossi

+1 (415) 555-0148

Dialing from the record — no copy-paste

Logged context.

Call notes save inside the conversation, tied to the customer. Duration, direction, and what was said land on the timeline so the next teammate is never starting cold.

Customer timelinenothing lost
Inbound call · 3m 12sMon
Note: confirmed refundtied to record
Outbound follow-upTue

Path to AI voice.

Start human-led, then add agentic AI voice agents as you scale — for after-hours or tier-1 volume — on the same platform, records, and guardrails.

A path to AI voicesame platform
Human answers today
Notes + transcripts build up
AI voice agent takes tier-1when you scale
/ 03Why it works

The call and the follow-up are one conversation.

Your team handles calls with full history in view — and a follow-up text or email picks up exactly where the call left off.

Voice bolted on

A call is an island. Nothing before it is visible, and nothing after it connects.

  • Rep dials blind, no context loaded
  • Customer repeats the whole story
  • Notes stay in the phone tool, if at all
  • Follow-up email has no idea a call happened

Voice in the inbox

The call inherits the thread, and the thread inherits the call — it’s all one record.

  • Rep sees the full history before hello
  • One click to dial from the record
  • Notes land on the shared timeline
  • Follow-up text or email continues the thread

Chat comes in

WhatsApp or web

Click to call

from the record

Note the call

on the timeline

Follow up

text or email

/ 04Why FloatChat

Voice is one channel on a platform that runs the rest.

One inbox, every channel.

Voice sits beside WhatsApp, email, web chat, and DMs — same shared inbox, same customer record, one thread the whole team can see.

One record follows everything.

The call, the chat, the order, and the notes all attach to the same profile. Nothing about the customer is siloed across separate tools.

Same agentic AI throughout.

The platform that runs your AI agent, your inbox, and your campaigns runs your voice too — so a path to AI voice agents is already there when you scale.

One platform

Voice is one channel on a platform that also runs your AI agent, your inbox, and your campaigns — so nothing about the customer is siloed, and every call is part of the same story.

Inbound + outbound
Same guardrails
Get started

Bring voice into the same inbox as everything else.

Add calling beside your chats — click-to-call, notes on the record, no siloed phone tool.

Common questions

Straight answers about calling, notes, and context inside the inbox.

Yes — both. Voice is a first-class channel in the same inbox as your chats and email, so your team places outbound calls with click-to-call and picks up inbound calls without leaving the conversation. Every call opens against the customer record it belongs to, with the full prior history already in view.

More questions? Talk to us or see pricing.

Calls and chats in one inbox right nowgo live fast
/ STARTVoice + everything else

Bring voice into the same platform as everything else.

Make and receive calls inside the same inbox as your chats, with click-to-call and notes tied to each customer — on one agentic AI platform.

Inbound + outboundClick-to-callNotes on the recordA path to AI voice