The dialnote mobile app gives you full calling capabilities on the go. You can make outbound calls, receive incoming calls, and access all the same controls available on desktop—right from your phone.
Before you start#
You'll need a couple of things in place first:
- A phone number. Numbers are added from the dialnote web app. If you don't have one yet, the dialer shows a "No phone numbers configured" screen. See Phone Numbers to add one.
- Microphone access. dialnote needs the mic permission to place calls. The prompt appears the first time you place or answer a call, not during setup (iOS / Android).
Opening the Dialer checks whether the voice service is ready. If it isn't, you'll see a "Voice not initialized" message with an Initialize Voice button, so tap it to connect. If the service hits an actual error, you get a "Voice Error" heading and a Retry Initialization button instead.
Making Outbound Calls#
To place a call from the mobile app:
- Tap the Dialer icon in the bottom navigation
- Select your "From" number using the dropdown at the top (this is the number the recipient will see)
- Enter the phone number using the keypad
- Tap the green Call button to start the call
The app automatically formats US numbers as you type. Every number you dial needs a country code, so start with "+" followed by the country code, including "+1" for US numbers. The keypad has no "+" key: long-press 0 to type one.
The "From" number you pick sticks around—it's saved across sessions and screens, so your next call uses the same number until you change it.
Quick add contact
As you type, dialnote checks for a matching contact. If one exists, tap the hint row to dial their saved number right away. If there's no match, tap "Add as contact" to save the number to your contacts before or after the call.
You can also start calls directly from your inbox or contact list. Tap the phone icon next to any contact or conversation and dialnote starts dialing that number right away.
Receiving Incoming Calls#
When someone calls one of your dialnote numbers, you'll get a push notification with the caller's info. The incoming call screen shows:
- The caller's phone number or contact name (if saved)
- Two action buttons: Accept (green) and Decline (red)
Tap Accept to answer the call. Decline turns the call down on your device only, so what the caller hears next is up to the number's call flow, and if the call is ringing teammates too, it keeps ringing for them. If you've set up an AI agent or call flow on that number, the caller may interact with that first before reaching you. When a call is handed off to you from an AI agent, the incoming screen shows a short context panel so you know what's already happened.
On iOS, incoming calls also ring through the native call screen, so you can answer right from the lock screen.
Background calls
Make sure you've enabled notifications for dialnote so you don't miss incoming calls when the app is in the background or your phone is locked.
In-Call Controls#
Once connected, you'll see a control deck at the bottom of the screen with these options:
| Control | What it does |
|---|---|
| Mic | Mute or unmute your microphone |
| Speaker | Switch between earpiece, speaker, or Bluetooth audio |
| Keypad | Open the DTMF keypad to enter digits (useful for phone menus) |
| Hold | Put the caller on hold (they'll hear hold music) |
| End | Hang up the call |
Tap the chevron at the top of the control deck to expand additional options:
- Record Call — Start or stop recording. It's greyed out for a moment until the call is fully connected
- Add Note — Write a note during the call, saved to the conversation (on plans with Internal Threads)
- Transfer Call — Transfer the active call (see below for transfer types)
The call screen shows the contact's name and number, with your call duration on a timer just below them.
Pre-mute and pre-speaker
You can toggle Mute and Speaker while the call is still ringing. This lets you pre-mute before the other person picks up, or switch to speakerphone before the conversation starts.
Transferring Calls#
When you tap Transfer Call in the expanded control deck, you'll see two options:
- Cold Transfer — Passes the caller straight to the teammate you pick. You're disconnected as soon as the transfer starts.
- Warm Transfer — Lets you speak with the recipient first before completing the transfer. This is useful when you need to brief the other person about the caller's issue.
Both options hand the call to a teammate, not to an outside number. You pick them from a searchable list of your organization's members that shows who's Available, Away, Do not disturb, or On a call, and they're rung on their dialnote app.
A warm transfer doesn't finish on its own. While it's running, a Warm Transfer in Progress panel sits above the control deck: tap Complete Transfer to hand the caller over and drop off, or Cancel to take the call back.
Audio Routing#
Tap the Speaker button to switch audio output. If Bluetooth headphones or a car system are connected, you'll see a picker with three options:
- Normal (Earpiece) — Hold the phone to your ear like a normal call
- Speaker — Use the phone's speakerphone
- Bluetooth — Route audio through your connected Bluetooth device
The app detects available devices automatically and shows the Bluetooth option only when a device is connected.
Adding Participants#
During an active call, tap the user-plus icon in the top-right corner to add another person to the call. A keypad sheet slides up—enter their number (with a country code, like +1 for US) and tap Add to Call. This creates a conference call with all participants. Each added participant shows as a chip on the call screen, and tapping one opens a Remove Participant confirmation so you can drop them from the call.
Conference calls
Adding participants requires your call to be fully connected. The option is disabled during the dialing phase.
After the Call#
When you hang up, dialnote processes the call automatically. If transcription is turned on for your number, you'll get:
- A full transcript of the conversation
- An AI-generated summary with key points and action items, if AI summaries is turned on as well
These appear in your inbox under the contact's conversation thread. The call recording (if enabled) is also saved there for playback. Transcripts and summaries are set per number under AI & Intelligence in the number's settings, and recording under Recording on the same page. See Call Transcription and Call Recording.
What's Next#
- Mobile Notifications — set up push alerts so you don't miss calls
- Phone Numbers — add or manage the numbers you call from
- Call Transcription — turn on transcripts and summaries
- Mobile App Overview — get oriented with the rest of the app