K3X calls happen in the browser — there's no separate app to install. You'll place and receive calls from the same place you write emails and SMS: the lead's profile, or via AI Chat.
Before you start.
A phone number attached to K3X. Local numbers are fine for voice (no 10DLC needed for calling — that's an SMS requirement only).
Browser microphone permission. First time you click Call, the browser will ask you to allow microphone access. Allow it for app.k3x.ai. If you miss the prompt, you can re-enable from the browser's site settings.
A headset. Strongly recommended. Built-in laptop mics pick up keyboard noise and feedback; AirPods or any USB headset solves it instantly.
Settings → Audio in K3X lets you pick which mic and speakers to use if you have multiple devices. Test both before your first real call.
Walkthrough: place a call from a lead.
Open the lead. The right-hand panel shows their phone numbers.
Click the phone icon next to the number you want to dial.
The K3X dialer opens at the bottom-right of your screen. You'll hear ringing through your headset.
When they answer, the dialer shows the timer, mute, keypad, transfer, and end-call buttons.
Click End call (or just hang up) when done.
During the call you can:
Mute your mic.
Open the keypad to navigate IVRs ("press 1 for sales").
Transfer to another K3X teammate (warm or blind).
Take notes in the side panel — they thread onto the call entry on the lead.
Walkthrough: place a call from AI Chat.
Open AI Chat and say something like "call Brian Chen." Chat opens the dialer with Brian's number pre-filled and waits for you to click Call — it doesn't auto-dial. Why: a misheard request shouldn't ring someone unintentionally.
What K3X captures automatically.
Every completed call logs a structured entry on the lead's activity feed:
Direction (outbound/inbound), duration, and final status (answered, no-answer, busy, voicemail, failed).
The recording, if recording is enabled for the number or the call (see Record calls in K3X).
The transcript, if call transcription is enabled (see Call transcription).
Any notes you took during the call.
The K3X user who placed/answered the call.
This logs whether you remembered to take notes or not — the call entry shows up automatically.
What happens when someone calls you.
Inbound calls ring based on the number's routing rules (Settings → Phone Numbers → [number] → Inbound):
Ring a user — rings one teammate's browser. Misses go to voicemail.
Round-robin a team — distributes calls across a group; whoever picks up first wins.
Ring all — everyone's browser rings at once; first to pick up takes it.
Voicemail only — no live ringing; everyone goes straight to a recorded greeting.
If the inbound number matches an existing lead, the dialer surface shows their name and a one-click link to their profile. If not, K3X creates a lead and you can rename/edit it after the call.
Troubleshooting.
"No audio" or "can't hear the other person." Check Settings → Audio in K3X — wrong speaker selected is the usual cause. Also test in your OS: another app like FaceTime should produce sound through the same device.
"They can't hear me." Browser microphone permission may be denied. Check the URL bar for the mic icon and allow.
Dropped calls. Usually a network issue on your end. K3X needs a stable connection (~100 Kbps up/down); flaky WiFi will cut you off.
"Can't dial international." International voice has to be enabled per-account by K3X support — it's off by default to prevent toll fraud.
The number says "Scam Likely" or "Spam Risk" on the recipient's phone. Your number is being filtered by carrier analytics. See Why your number says "Scam Likely".
Next: A2P 10DLC Compliance Guide for K3X →
