Making Calls from Coperniq

Estimated reading time: 1–2 minutes

Overview

Coperniq’s new calling feature allows users to place outbound calls directly from the platform — no external tools required. With a built-in phone widget, browser microphone integration, and customizable ring settings, this feature helps streamline communication with clients, crews, and teammates.

Before You Begin: Activation Required

If you’ve never used the SMS feature before, your workspace may not yet be enabled to generate calls or send messages.

To enable calling and/or SMS, follow these steps:

1. Fill out the activation request form:
   📄 Coperniq Call & SMS Activation Form

2. After submitting, please contact Coperniq Support to finalize the setup.

Placing a Call

To place a call from within Coperniq:

1. Click the phone icon in the top-right corner of the platform.
   

   

2. In the phone panel:

   • Select a phone group — this refers to the list of phone numbers that have been generated and assigned to your workspace. You must have access to at least one to place calls.

   • Adjust your Audio Settings: select output (speakers) and input (microphone) devices

   • Search for or enter a contact

   • Click Call to begin

3. On your first attempt, your browser will prompt you to allow microphone access.
   Click Allow to proceed.
   
   

   

Managing Phone Numbers and Routing

To configure your phone setup:

1. Click your company name in the top-left corner

2. Navigate to Workspace Settings → Email and Phones
   

   

3. Click on a phone number to edit its configuration

Available settings include:

Ring Order – Choose whether to ring all members at once or one-by-one (Round Robin).

• All At Once:
  Calls all members in the phone group simultaneously. The first one to answer takes the call. If no one is online or available, the call is skipped and moved to fallback if set.

• Round Robin:
  Rings members one at a time in the order they appear in the group. If someone doesn’t answer within the set ring duration, the system moves to the next. If no one answers, it falls back to the fallback number if set.

Ring Duration – Set how long each ring attempt lasts

Members – Add or remove users from each phone group

Fallback Forwarding Number – Forward calls to another number if no one answers

Best Practices

• Ensure microphone permissions are granted in your browser

• Use fallback numbers to reduce the chance of missed calls

• Configure ring rules to fit your team's structure

• Test with a teammate before using the feature live

• Add relevant team members to each phone number so they can place and receive calls