Help Centre

Guides for getting started, setting up your team, and getting the most out of Callytix.

After-Call Workflow

Setting Up After-Call Workflows

Create custom forms that appear after calls to capture outcomes and notes.

Android App

Installing the Android App

Download, install, and configure the Callytix Android app on team phones.

Call Recording Setup Guide

Enable and configure call recording sync for your team.

Navigating the Mobile App

Learn how to navigate the Callytix mobile app, view summary statistics, log call outcomes, and manage follow-ups.

Billing

Subscription and Billing FAQ

How pricing, trials, renewals, and payments work in Callytix.

Getting Started

Getting Started with Callytix

Create your account, set up your company, and invite your first team members.

Setting Up Your Sales Team

Add employees, assign roles, and configure your team structure.

Understanding the Call Dashboard

Navigate call analytics, team reports, and performance metrics.

Lead Management

Managing Leads in Callytix

Create, assign, and track leads with linked call history.

Privacy & Compliance

Employee Call Tracking and Consent

Best practices for transparent employee call monitoring.

Troubleshooting

Troubleshooting Call Sync Issues

Fix common issues when calls are not syncing to the dashboard.

Still need help?

Our team is happy to assist with setup, billing, or technical questions.

Contact Support