Calls do not always get answered. Voicemail settings live in Settings → Phone & Voicemail, and missed calls land on the record timeline like any other call, so you and your agents can act on them.
An inbound call to your K3X number that no one answers before the ring window ends is logged as missed. If a voicemail greeting is set, the caller can leave a message. The call and the voicemail both appear on the timeline of the matching person or company. If the caller is not in your CRM yet, K3X creates a record so nothing is lost.
Open Settings → Phone & Voicemail. You need the Owner or Administrator role.
Pick the number you want to configure. Each number shows whether it is the Default and which user it is assigned to.
Set the voicemail greeting for that number. Keep it short: who you are, that you will call back, and an alternative such as "or text this number".
Save and call your own number from a mobile phone to hear it.
Numbers assigned to a user ring that user's browser. Calls to the Default number ring whoever it is assigned to.
Open the record and filter the timeline by Calls. The voicemail sits on the missed call entry with a player. When transcription is enabled for your workspace, the message is transcribed as well, so you can read it before you listen. Click the Call chip to call back from the same page.
Missed calls and voicemails trigger in-app notifications. Control them in Settings → Notifications: New Messages under In-App, and Critical Alerts and Daily Digest under Email. Allow browser notifications for app.k3x.ai if you want a desktop alert.
A missed call is a timeline event, and agents can trigger on timeline events. Open Agents → Create Agent and describe what you want. Common patterns:
Text the caller back. "When we miss an inbound call, text the caller within a minute: sorry we missed you, reply here or we will call back within the hour." This needs a number with approved A2P 10DLC or toll-free verification.
Create a callback task. The Task reminders template creates prioritized tasks so the callback does not slip.
Move the deal. An inbound call from a company in Went Cold is a signal. Have the agent move the deal back to an active stage and notify the owner.
Agent steps spend credits from your pool in the AI Credits category. Texts they send spend from the Texting category.
Callers hear a generic message instead of yours. The greeting was not saved on that number, or they called a different number than the one you configured. Check each number in Phone & Voicemail.
Calls go to voicemail while you are at your desk. Check Ringing in the dialer popover (phone icon, top bar). It may point to a disconnected headset. Also confirm the number is assigned to you.
Voicemail transcript is mangled. Voicemail audio is often poor (mobile, noisy). The transcript reflects the audio. Add a note with the gist so search finds it later.
The dialer: one-click calls, the live-call banner and audio settings
Call logging, recording and transcription
Buy or port a phone number
Notifications: what K3X sends and how to control it
