Help center
Find answers, learn every screen of the app and connect your tools.
Quick access
Getting started
Understand the app and run your first call session.
How Skipcall works: organization, workspaces, members Organization, workspaces, members, licenses and phone numbers: the core Skipcall concepts and where to manage each one in the app. Finding your way around the Skipcall app Left menu, profile menu, banners and notifications: what each part of the Skipcall app does, and how to switch the app language. Add a new sales rep Invite a sales rep to Skipcall, assign a license, give them access to the right workspaces and assign a phone number: the full walkthrough. Set up and run your first call session Test your microphone, import contacts, create a sequence, adjust the call settings and start the dialer: your first Skipcall call session.
Contacts
Import, organize and enrich your contact base.
Import contacts from a CSV file Bring your contacts into Skipcall in two steps: upload your CSV file, map each column to a field, then follow the import progress. Add a contact manually Create a single contact in Skipcall from the Manual import tab, then add their email from the contact record, since the form has no email field. The contact record: details, tasks and notes Get to know the Skipcall contact record: its five tabs, how to edit a contact's details, notes that save as you type, and tasks. Search, filter and sort your contacts Find contacts fast in Skipcall: search, filter by field, sort columns, choose which columns to show, and select every matching contact. Enrich your contacts (email and phone) Automatically find the missing email address or phone number for your contacts. Credits are only charged when the search succeeds. Contacts: frequently asked questions Answers to common questions about Skipcall contacts: CSV import, duplicates, email, multiple numbers, exporting, enrichment and sequences.
Sequences and dialer
Power dialer, parallel dialer and automations.
Create a call sequence Create a call sequence in Skipcall from your existing contacts, a CSV file, or a HubSpot list, then assign it to one or more sales reps on your team. Sequence call settings Pick your caller number, the number of simultaneous calls, and the automatic voicemail drop and text message in a sequence's Call settings panel. Power dialer vs. parallel dialer The power dialer calls your numbers one after another; the parallel dialer calls 2 to 4 at the same time. Here's how to pick the right mode in a sequence. Run a call sequence Check your number and microphone, set your simultaneous calls, then click Launch sequence to start your Skipcall calling session in a few clicks. Manage the contacts in a sequence Find, filter, add, remove, or reassign contacts in a Skipcall sequence, and learn why some contacts seem to disappear from the list after you call them. Archive, restore, or delete a sequence Skipcall sequences aren't deleted: they're archived and can be restored at any time, calls included. Here's how to archive, find, and restore them. Sequences FAQ Missing contacts, simultaneous calls, automatic voicemail and texts, exports, and archiving: quick answers to the most common questions about sequences.
Calls, SMS and voicemail
Call log, dialpad, SMS and voicemail.
View your call log Find your inbound and outbound calls in the Calls menu, call back a missed call, and save an unknown number as a new contact. Call a number with the dialpad Use the Skipcall dialpad to call or text any number, and choose which of your Skipcall numbers the other person will see. Understand call statuses Connected, Voicemail, Missed, Country errors: what each call status means and how it maps to the Call status filter in your sequences. Send an SMS to a contact Text your contacts from the SMS module, a contact record, or the dialpad, and keep track of your conversations and unread messages. Listen to your voicemails The Voicemail menu collects the messages callers leave you, with an audio player and an automatic written transcript when one is available.
Recordings and AI
Replay calls, read the AI summary and transcript.
Listen to your call recordings Find your recorded calls in the Recordings menu: filter by member or sequence, play the audio, and read the AI summary and transcript of each call. AI summary and call transcript Every call recorded in Skipcall gets an AI-written summary and a full transcript. Here's where to read them, how to copy them, and how to turn them on.
Tasks and analytics
Reminders, notifications and dashboard.
Manage your tasks and reminders Create, complete, reschedule and reassign reminder tasks in Skipcall, then keep going with a follow-up task suggested automatically. Read the Analytics dashboard Understand Skipcall's Analytics screen: filter by date range, member and sequence, and read call statuses, leads and conversion rates. Notifications, banners and alerts Where to find your Skipcall notifications, and what to do when a banner says your CRM connection dropped or the app is reconnecting.
Integrations and API
HubSpot, Pipedrive, Attio, Salesforce and API keys.
Skipcall CRM integrations HubSpot, Pipedrive, Attio, Salesforce: how Skipcall connects to your CRM one workspace at a time, and how to keep an eye on syncing. 
Connect HubSpot to Skipcall Generate an access token in HubSpot, paste it into Skipcall, run the setup wizard, then build sequences straight from your HubSpot lists. 
Connect Pipedrive to Skipcall Copy your personal API token from Pipedrive, paste it into Skipcall, then set up how contacts, tasks, and calls sync with your CRM. 
Connect Attio to Skipcall Connect Attio to Skipcall by authorizing access from Configuration > Integrations, then set up your sync preferences in the wizard. 
Connect Salesforce to Skipcall Connect Salesforce to Skipcall through secure authorization, set up the sync, and reconnect the integration if its key becomes invalid. Create and manage your API keys Create a Skipcall API key, restrict it to specific workspaces, find the public API documentation, and revoke keys you no longer use.
Connect HubSpot to Skipcall Generate an access token in HubSpot, paste it into Skipcall, run the setup wizard, then build sequences straight from your HubSpot lists. Connect Pipedrive to Skipcall Copy your personal API token from Pipedrive, paste it into Skipcall, then set up how contacts, tasks, and calls sync with your CRM. Connect Attio to Skipcall Connect Attio to Skipcall by authorizing access from Configuration > Integrations, then set up your sync preferences in the wizard. Connect Salesforce to Skipcall Connect Salesforce to Skipcall through secure authorization, set up the sync, and reconnect the integration if its key becomes invalid. Create and manage your API keys Create a Skipcall API key, restrict it to specific workspaces, find the public API documentation, and revoke keys you no longer use. Workspace and team
Members, roles, numbers, tags and settings.
Configure a workspace The Configuration button holds every workspace setting: name, CRM integrations, tags, custom fields, members, phone numbers and permissions. Manage tags and custom fields Create, rename and delete qualification tags and custom fields in a Skipcall workspace, and see where they show up across the app. Manage members, roles and licenses Invite members, change their role, assign or remove a license and control which workspaces they can access: managing members in Skipcall. Manage phone numbers Assign a Skipcall number to a member, add your personal number and get an additional number: where phone numbers are managed in Skipcall. Manage multiple workspaces Switch between workspaces, use the All my workspaces view, create a new workspace and fix a failed workspace payment in Skipcall.
Account and billing
Plans, credits, invoices and mobile app.
Manage your account: profile, password, language Update your name and email, reset your password, switch the app language, add your personal number and set up your microphone and speakers. Plans and quotas: what's included The four Skipcall plans (Expert, Intermediate, Starter, VoIP), their conversation, text and phone number quotas, and how to manage your licenses. Credits: balances, usage and purchases The four types of Skipcall credits (connected calls, texts, enrichment, automations), where to track how they're used and how to buy more. Invoices and payment Download your invoices, update your credit card, edit your billing details and retry a failed payment in Skipcall. Step-by-step instructions. Install the Skipcall mobile app The Skipcall mobile app is available on iOS and Android, with calls, texts and voicemail. Here's how to download it from the web app in a few clicks.
Troubleshooting
Audio, calls that fail and error messages.
A sales rep can't make calls: what to check Active account, workspace access, assigned number, microphone, call status, quota: six checks to get a sales rep calling again in Skipcall. Fix audio issues (microphone, sound, ringer) The other person can't hear you, you can't hear the ringer, or an audio device alert keeps popping up? Here's how to set your microphone and audio outputs. Error messages and alerts: what to do What Skipcall's error messages, banners and alerts mean (CRM, enrichment, texts, payments, connection) and what to do about each one. Troubleshooting FAQ Contacts missing from a sequence, a teammate you can't find, a CRM that stopped syncing, zero leads, duplicates: answers to the most common roadblocks.
For developers
Connect Skipcall to your tools with the public API.
