> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.leadtruffle.co/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to set up Call Connect for new leads 📝 *Call Connect rings your team for an eligible new lead. Hear the available lead details, press 1, and LeadTruffle calls the contact to connect you.* Call Connect was previously called Call Bridge. If your account still shows the earlier name, it refers to the same feature. --- ## Table of contents * [Overview](#2-overview) * [How Call Connect works](#2-how-call-connect-works) * [Before you start](#2-before-you-start) * [Step 1: Set up your Click-to-Call number](#2-step-1-set-up-your-click-to-call-number) * [Step 2: Set your team number](#2-step-2-set-your-team-number) * [Step 3: Turn on Call Connect and choose your lead sources](#2-step-3-turn-on-call-connect-and-choose-your-lead-sources) * [Step 4: Set your calling hours](#2-step-4-set-your-calling-hours) * [Test with a demo call](#2-test-with-a-demo-call) * [Billing and recordings](#2-billing-and-recordings) * [Troubleshooting](#2-troubleshooting) * [Summary](#2-summary) --- ## Overview Call Connect helps you reach new leads fast. When a lead comes in, LeadTruffle calls your team first. Once a team member accepts, LeadTruffle calls the lead and connects you both. Everything else keeps running as normal: lead capture, notifications, AI qualification, and follow-ups all continue alongside Call Connect. --- ## How Call Connect works 1. A new lead arrives from an enabled source with a usable phone number. 2. Your team number rings for about 30 seconds. 3. When someone answers, they hear the lead source, the lead's name, and a short summary of the service request (when available). 4. The team member **presses 1 within 10 seconds** to accept. 5. LeadTruffle calls the lead for about 30 seconds and connects both parties if the lead answers. ||| If no one presses 1, the lead is **not** called. Simply answering the introduction isn't enough. A few things to know: * **One attempt per new lead inquiry.** If a call goes unanswered or fails, there's no automatic retry and no backup team number. * **Status doesn't change.** Accepting a call doesn't mark the lead as booked, put the conversation under manual takeover, or turn off AI follow-ups. Update the lead status and AI settings yourself if needed. --- ## Before you start * You'll need to be a **company administrator** to set up Call Connect. * Call Connect must be available on your account. If you don't see it under **Settings → Phone**, contact support. * You'll need an active **Click-to-Call** number. To get to setup, go to **Settings → Phone → Call Connect → Setup**. --- ## Step 1: Set up your Click-to-Call number 1. In **Numbers & Settings**, choose an active Click-to-Call number. 2. Make sure **Click-to-Call** is enabled. Your team sees this managed calling number. The contact sees the **Business caller ID** selected in **Numbers & Settings**: your managed calling number by default, or a business number you have verified and selected. ### Optional: show your business number to contacts 1. In **Business caller ID**, enter your business phone number and select **Verify business number**. 2. Answer the verification call and enter the displayed six-digit code on your phone keypad. 3. After verification succeeds, choose that number under **Number shown to contacts**. Verification alone does not select it. This selection is shared by browser Click-to-Call, Call my phone, automatic Call Connect, and demos. It does not move your number, change incoming-call routing, enable texting, or guarantee a business-name display or removal of spam labels. Return calls follow the selected number's existing routing. --- ## Step 2: Set your team number 1. Enter your **default team number**. This is the number that rings when a new lead comes in. 2. *(Optional)* Add **dedicated numbers** to route specific lead sources to different teams or to a call-tracking number, such as CallRail. A dedicated number always takes priority over the default team number for that source. || Team and tracking numbers are destinations for the first call. Entering one here does not make it an outgoing caller ID. Your team sees the managed calling number; contacts see the selected Business caller ID. --- ## Step 3: Turn on Call Connect and choose your lead sources 1. Toggle **Call Connect** on. 2. Turn on each lead source you want to trigger calls: * Yelp * Thumbtack message inquiries with a callable phone number * Angi * Custom webhook * Google LSA * Meta Lead Ads forms || **Google LSA:** Only message leads that come in through the email gateway trigger calls. Leads synced through the API do not. || **Not supported:** Thumbtack calls and consultations, Google LSA API-synced leads and inbound calls, website texting, and Meta Messenger do not trigger automatic Call Connect. --- ## Step 4: Set your calling hours 1. Choose to use your **company business hours**, or set **custom hours and a timezone** for Call Connect. 2. Click **Save changes**. | Leads that arrive outside your calling hours are skipped. They are not queued for the next morning, but your normal follow-ups still run. --- ## Test with a demo call Run a demo to hear exactly what your team will experience. 1. **Save your settings first.** 2. In **Setup**, find the **Call Connect demo** section. 3. Search for a previous lead and select the contact. 4. Click **Start Call Connect demo**. 5. When your team number rings, press 1 to connect to the selected contact. ||| Demo calls are **real calls** and use voice credits. Only use a test contact who has agreed to receive the call. Good to know: * Demos can use older leads. * Demos work outside your calling hours and even when automatic calling is off. * Contact calling restrictions still apply. * Demos are labeled in your call history and count toward Call Connect totals and voice usage. --- ## Billing and recordings ### Billing Call Connect uses your regular voice-credit rate. Each answered side of the call is billed separately and rounded up to the next full minute. | Side of the call | Talk time | Billed as | |---|---|---| | Team | 61 seconds | 2 minutes | | Lead | 40 seconds | 1 minute | | **Total** | | **3 voice minutes** | * If your team answers but doesn't press 1, that team call is still billed. * Unanswered calls use no voice minutes. ### Recordings If Click-to-Call recording is enabled, the conversation with the lead can be recorded. The team-only introduction is not included in the saved contact recording. Very short calls may have a recording but no transcript. --- ## Troubleshooting To see what happened on a call, go to **Call Connect → Activity** and open the attempt details. You'll see the number that was rung, the introduction, whether the call was accepted, and the outcome with the lead. | What you're seeing | What to check | |---|---| | No automatic call | Check that Call Connect and the lead source are turned on, your hours and timezone are correct, a team number is set, the lead has a valid phone number with no calling restrictions, and Click-to-Call is set up. New automatic attempts must start within 5 minutes of the inquiry arriving. A phone number added later is eligible only within that same window. | | Lead arrived outside hours | The call was skipped and won't be retried later. Your normal follow-ups still run. | | Team answered, but the lead wasn't called | Confirm someone pressed 1 within 10 seconds. Answering alone doesn't accept the call. | | Lead didn't answer, or the call failed | There's no automatic redial or backup number. Review the attempt details and follow up with the lead manually. | | Shows "Connected" | The lead's phone picked up. Voicemail can also count as connected, so this doesn't guarantee you spoke with a person. | | Shows "Awaiting confirmation" | The result isn't confirmed yet. Don't assume the call didn't happen. | If you need help with a specific call, contact support and include: * Your company name * The lead * The approximate call time and timezone * The number that was rung * The outcome shown in Activity --- ## Summary You've set up Call Connect to ring your team for eligible new leads and call the contact after someone presses 1. Your normal follow-ups keep running in the background, so leads that don't connect still get worked. --- Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.